$哔哩哔哩-SW(0_老虎社区_美港股上老虎

李白水2025

2021-10-19

$哔哩哔哩-SW(09626)$只是up主带火对应这种涨幅不太说得过去。b站今年以来被诟病的主要点有二：一是获客成本大幅提高，二是游戏自研站不稳T2（T0腾讯，T1网易）。

这两点目前来看都是事实，如果某一方面扭转将带来估值较大修复和提升，可能性主要在第二点。电话会里陈睿说加大自研，团队已超1000人，那么将来还是有望站稳T2的，是个中长期逻辑，虽然坎公剑给市场泼了点冷水。

现在price in了多少？MAU和大会员渗透率计入预期，直播电商计入预期，但我认为预期偏低，这块有望放量发展（当然，得考虑政策博弈，长期是向好的生态）。广告业务是明显低估的，短期到中期估值修复提升主要会来自这里，刺激因素包括游戏版号重新开放（教育凉凉之后这个大金主必须顶上），零售继续较快增长等。$腾讯控股(00700)$

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

宝宝金水_
2021-10-19
宝宝金水_
不看好他，理由就是你说的增长遇到了天花板。
- 李白水2025:
  左侧一直都挺难的，进场赌的是管理层能带领这个企业进化，我看好但是目前胜率一般，有更高胜率的机会
老夫追涨杀跌
2021-10-19
老夫追涨杀跌
$哔哩哔哩-SW(09626)$ 中短线是不是走出了w底的走势？
- 李白水2025:
  形态是这样，具体操作要看个人风格
港谷小子
2021-10-19
港谷小子
看来形势不太好啊，成本提高，业务又受政策影响打压，出局观望吧！
- 李白水2025:
  很早就减仓了，等右侧机会
迪士尼迪斯尼
2021-10-19
迪士尼迪斯尼
我是B站的up主，我不是护短，我就是喜欢B站，就是觉得他能起来。
- 李白水2025:
  就是喜欢b站up主，加油👍
高富不帅W
2021-10-19
高富不帅W
回调了那么多，可以抄底了吗？
- 李白水2025:
  个人习惯等右侧，不急
该买哪一只
2021-10-19
该买哪一只
国家对游戏行业的调控力度比较大，估计这回都不敢碰游戏板块！

发表看法

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