格隆汇发布哔哩哔哩首次覆盖报告:《Billy, Billy, Show Me Your Money》

格隆匯

2024/10/17

We are initiating coverage on Bilibili Inc. (BILI). Bilibili is the largest Gen Z Community in China with DAUs and MAUs reaching 102 and 336 Million in 2Q24. Gross margin improved sequentially, and the company is expected to achieve a quarterly non-GAAP profit in 3Q24. Gaming and advertising are the key drivers for its profitability. For a given amount of web traffic, advertising monetization will ramp up on ad load upside and adtech upgrade. However, we also see some concerns in the market regarding the company’s gaming pipeline and long-term profit margin, which are expected to be addressed in its coming earnings.

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hant/news/2476619641"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2476619641\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2476619641?lang=zh_TW&edition=fundamental","thumbnail":"https://img7.gelonghui.com/column/2/136.png","is_english":true,"pubTime":"2024-10-17 15:49","share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","id":"2476619641","market":"sg","top_or_hot":-1,"title":"格隆汇发布哔哩哔哩首次覆盖报告:《Billy, Billy, Show Me Your Money》","media":"格隆匯","content":"<html><body><p>We are initiating coverage on Bilibili Inc. (BILI). Bilibili is the largest Gen Z Community in China with DAUs and MAUs reaching 102 and 336 Million in 2Q24. Gross margin improved sequentially, and the company is expected to achieve a quarterly non-GAAP profit in 3Q24. Gaming and advertising are the key drivers for its profitability. For a given amount of web traffic, advertising monetization will ramp up on ad load upside and adtech upgrade. However, we also see some concerns in the market regarding the company’s gaming pipeline and long-term profit margin, which are expected to be addressed in its coming earnings.</p></body></html>","source":"gelonghui_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>格隆汇发布哔哩哔哩首次覆盖报告:《Billy, Billy, Show Me Your Money》</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n格隆汇发布哔哩哔哩首次覆盖报告:《Billy, Billy, Show Me Your Money》\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">格隆匯</strong><span class=\"h-time small\">2024-10-17 15:49</span>\n</p>\n</h4>\n</header>\n<article>\n<html><body><p>We are initiating coverage on Bilibili Inc. (BILI). Bilibili is the largest Gen Z Community in China with DAUs and MAUs reaching 102 and 336 Million in 2Q24. Gross margin improved sequentially, and the company is expected to achieve a quarterly non-GAAP profit in 3Q24. Gaming and advertising are the key drivers for its profitability. For a given amount of web traffic, advertising monetization will ramp up on ad load upside and adtech upgrade. However, we also see some concerns in the market regarding the company’s gaming pipeline and long-term profit margin, which are expected to be addressed in its coming earnings.</p></body></html>\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://www.gelonghui.com/p/1179873\">格隆匯</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999001093.SGD","symbol_name":"United Greater China Fund A Acc SGD","start_time":0,"source_url":"https://www.gelonghui.com/p/1179873","article_id":"2476619641","we_media_id":null,"thumbnails":["https://img7.gelonghui.com/column/2/136.png"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2476619641","pubTimestamp":1729151360,"columns":[],"sourceInfo":{"source_id":"gelonghui_highlight","name":"格隆汇"},"weMediaInfo":null,"summary":"Billy, Billy, Show Me Your Money","collect":0,"end_time":0,"defaultTopTitle":"gelonghui.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"SG9999001093.SGD":"United Greater China Fund A Acc SGD","BK4526":"热门中概股","BK1587":"次新股","BK4585":"ETF&股票定投概念","09626":"哔哩哔哩-W","BILI":"哔哩哔哩","BK4563":"昨日强势股","BK4503":"景林资产持仓","BK4513":"直播概念","BK4566":"资本集团","BK6116":"汽车零售","BK4505":"高瓴资本持仓","BK6517":"汽车股","BK4577":"网络游戏","BK4085":"互动家庭娱乐","BK4504":"桥水持仓","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","BK4588":"碎股","BK4548":"巴美列捷福持仓","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","SJY.SI":"MEGROUP LTD.","BK4509":"腾讯概念","BK1588":"回港中概股","BK4510":"在线教育","SG9999006597.SGD":"United China-India Dynamic Growth SGD","SG9999001051.SGD":"United Asia Fund SGD","BK4554":"元宇宙及AR概念","BK1104":"互动家庭娱乐","BK1575":"同股不同权","BK1608":"元宇宙概念","BK4531":"中概回港概念","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC"},"translate_title":"格隆汇发布哔哩哔哩首次覆盖报告：“Billy，Billy，Show Me Your Money”","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SJY.SI":1,"BILI":1,"09626":1},"content_text":"We are initiating coverage on Bilibili Inc. (BILI). Bilibili is the largest Gen Z Community in China with DAUs and MAUs reaching 102 and 336 Million in 2Q24. Gross margin improved sequentially, and the company is expected to achieve a quarterly non-GAAP profit in 3Q24. Gaming and advertising are the key drivers for its profitability. For a given amount of web traffic, advertising monetization will ramp up on ad load upside and adtech upgrade. However, we also see some concerns in the market regarding the company’s gaming pipeline and long-term profit margin, which are expected to be addressed in its coming earnings.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}