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← @美股大滑头

$BILI

BEARISH2025-08-22
Price around the call
↓ 2025-08-22
By horizon✗ miss+9.8%
1d
✓ -2.6%
5d
✓ -3.3%
21d
✗ +9.8%
Original post
美股大滑头 · 2025-08-22

$哔哩哔哩(BILI)$ $哔哩哔哩-W(09626)$ B站被市场抛弃的原因,应该主要是因为IP收入大幅减少,IP衍生品及其他业务上半年实现营收9.07亿元,较2024年同期的10亿元,同比减少了9.4%。其中二季度的营收为4.4亿元,较同期减少了14.8%。这个季度但凡和IP有关的,像阅文、名创和泡泡,只要IP收入增加,股价都是大涨,B站作为二次元文化的发源地,这么大的一个风口没抓住,所以就被市场抛弃了,估计一时半会涨不回去了。

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