哔哩哔哩:游戏与广告推动利润扩张 潜力股

和讯网
20 Jan
Bilibili Inc.0.19%Post-market

【1 月 20 日,高盛发布报告称】在今年宏观及政策不确定的情况下,内地游戏行业被预期为具防御性投资选择,龙头股及凭借强大产品管线拓展海外市场,有望高于行业平均增长。该行偏好市场格局稳定且具渗透潜力的音乐串流平台音乐,以及在广告市场份额有增长潜力的哔哩哔哩。当中,该行预期及音乐能实现稳定盈利增长,收入预计增长 8%至 10%,利润率温和扩张。国际游戏快速增长、电商发展、音乐订阅及用户平均收入上升是...

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