智通财经APP获悉,哔哩哔哩-W(09626)涨近8%,截至发稿,涨7.95%,报161.6港元,成交额18.48亿港元。
消息面上,哔哩哔哩将于2月20日(下周四)公布2024年第四季度及财政年度业绩。里昂研报指出,由于游戏和广告增长强劲,哔哩哔哩2024第4季业绩应可保持稳健。预计集团季度总收入同比增21%至77亿人民币,经调整经营溢利将维持为3.62亿人民币。其中,随着新大作《三国:谋定天下》的发布,游戏收入可能年增80%,因其新故事情节及对战模式提高了玩家的参与度。
此外,今年1月,哔哩哔哩正式推出了其商业化AIGC平台——“星辰AI”。据了解,星辰AI通过先进的AI模型,能够智能化地生成图片素材,同时优化广告创意的迭代过程,实现高效自我更新。天风证券指出,当前港股中概仍具估值吸引力,风险回报比高。随着deepseek算力及技术优势驱动中国科技资产向好发展,继续看好节后港股和中概的机会。
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