美股异动｜哔哩哔哩盘前涨1.2% 举办投资者日中金指其盈利弹性有望逐步释放

格隆汇APP2025-07-14

格隆汇7月14日｜哔哩哔哩(BILI.US)美股盘前涨1.2%。消息上，哔哩哔哩于7月11日在上海举办2025年投资者日，会上公司就游戏、广告业务，商业化与AI等主题与投资人分享交流。中金公司认为公司对游戏业务坚持“品类年轻化”和“IP运营”两条轴线，持续进行微创新，并通过游戏+动漫/UP主等形式运营长线IP。游戏、广告业务增量体现，盈利弹性有望逐步释放。预计2025年毛利率约37%，长期有望向...

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美股异动｜哔哩哔哩盘前涨1.2% 举办投资者日 中金指其盈利弹性有望逐步释放

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美股异动｜哔哩哔哩盘前涨1.2% 举办投资者日中金指其盈利弹性有望逐步释放