美股异动|哔哩哔哩盘前涨超3.3% 机构预计ARVR游戏及广告业务驱动业绩稳健增长

格隆汇
16 Jan

哔哩哔哩(BILI.US)盘前涨超3.3%,报17.39美元。消息面上,招商证券发表报告,预计哔哩哔哩2024年第四季/2025年ARVR游戏收入按年分别增长78%和26%,主要得益于旗舰ARVR游戏《三国:谋定天下》的流水贡献以及去年同期的低基数。近期《三谋》开启S5新赛季,新增多种玩法及角色,根据七麦数据,流水表现有所回升。公司计划在今年下半年在港澳台地区上线《三谋》的海外版本。该行维持对哔哩哔哩目标价为22美元,评级“增持”。

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