金吾财讯 | 哔哩哔哩(BILI)盘前涨超2%，截至发稿，报21.04美元。消息面上，野村表示， 受惠新ARVR游戏《三国：谋定天下》的成功，哔哩哔哩线上ARVR游戏业务自去年6月起呈强劲复苏，该行相信《三谋》能够成为长青ARVR游戏，但《三谋》将于今年次季迎来第一周年成立，有机会令其线上ARVR游戏业务收入放缓。另外，目前仍未没有找到另一款与《三谋》拥有同等潜力的新ARVR游戏。华安证券表示，公司四季度实现DAU1.03亿，yoy+2.9%；MAU达3.4亿；日活月活均同比实现增长。四季度用户日均使用时长同比增长4.2%至99min，日均视频播放量同比增长14%，超48亿，同时拥有2.58亿正式会员，为广告等业务增长提供底层用户基础。未来开源AI模型有望为广告业务降本，为广告产品优化带来增长力。
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