花旗指出，预期集团的收入及经调整盈利均符合市场预期。由于游戏《三国：谋定天下》第二及第三季取得成功，预计第三季的游戏收入将同比增长67%。广告的动力或会随着基础改善而持续至第三季，并在第四季继续优于同业。交银国际表示，因哔哩哔哩旗下游戏《三谋》超预期流水表现，上调哔哩哔哩第3季收入1%至73亿元人民币，预计集团毛利率同比升9个百分点至34%。bilibili-W(09626) rose more than 4%, as of the time of publication, up 4.47%, closing at 180.1 Hong Kong dollars, with a turnover of 0.736 billion Hong Kong dollars.
According to the Wise Finance APP, bilibili-W(09626) rose more than 4%, as of the time of publication, up 4.47%, closing at 180.1 Hong Kong dollars, with a turnover of 0.736 billion Hong Kong dollars.
On the news front, bilibili will release its third-quarter performance for 2024 on November 14. Bank of America Securities stated that it is estimated that the third-quarter performance may exceed expectations, with a positive outlook for the fourth quarter. The bank believes that bilibili's main business trends are progressing well. Driven by the strong performance of the new game "Sanmou," the group's gaming business has shown good growth. In addition, despite most of the industry being impacted by a weak macro environment, the bank expects bilibili's advertising business momentum to continue in the second half of the year, with a 25% year-on-year growth.
Citi pointed out that the group's revenue and adjusted earnings are in line with market expectations. Due to the success of the game "Three Kingdoms: Destiny," in the second and third quarters, it is expected that the game revenue in the third quarter will grow by 67% year-on-year. The momentum of advertising may continue into the third quarter as the foundation improves and is expected to outperform peers in the fourth quarter. Bocom International stated that due to the better-than-expected performance of bilibili's game "Sanmou" in terms of revenue, bilibili's revenue for the third quarter was raised by 1% to 7.3 billion yuan, and the group's gross margin is expected to increase by 9 percentage points year-on-year to 34%.
