智通财经APP获悉,哔哩哔哩-W(09626)涨超5%,截至发稿,涨5.86%,报150港元,成交额6.96亿港元。
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。里昂发布研报称,在ARVR游戏和广告业务强劲增长支持下,预计哔哩哔哩上季财报稳固,总收入预计同比增21%至77亿元人民币(下同),经调整EBIT预计达3.62亿元。
季度ARVR游戏收入因为《三国:谋定天下》及《咒术回战幻影夜行》受捧,预计同比增80%。公司同时也进一步在ARVR游戏、电商平台及消费必需品等方面扩大广告市占率,相信此增长走势可延续至今年上半年,而下半年的增长则视乎其下一个主打ARVR游戏。
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