整体看,小破站四季度业绩基本符合预期,在游戏和广告的高增长下,GAAP 下的盈利首次转正。财报前,由于 1 月初《三谋》新赛季流水初期相对上赛季走弱,市场对 B站今年的游戏收入也增加了担忧,部分机构略微下调了今年的增长预期。因此在中性偏谨慎的市场预期下,如果管理层能够对今年增长指引,给到更多的信心。那么在中国资产做多情绪改善的今年,作为情绪风向标的 B 站,也有望继续受益这一轮的重估行情。具体来看...
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