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嗶哩嗶哩(09626.HK)料疫情不會影響公司長期基本面
據內媒報道,嗶哩嗶哩(09626.HK)(BILI.US)首季業績顯示,四大業務中,廣告和電商業務增速較去年同期大幅下降,主要受到疫情的影響較大。嗶哩嗶哩主席兼首席執行官陳睿在業績會上回應表示,疫情對廣告需求減弱,電商業務影響主要集中在物流,影響預計將延續到第二季,相信疫情對廣告和電商業務帶來的影響是短期階段性的,對B站的長期基本面並沒有產生任何影響。B站上海總部亦將在下周一(13日)正式復工。 陳睿指出,2022年,在保持健康用戶增長的前提下,公司的戰略重心將側重於加速商業化進程,並進一步降本增效。隨著上海疫情的緩解,相信各項業務將盡快恢復到正常的增長軌道上來。縱觀全年,控制成本及收緊費用支出對公司克服宏觀經濟壓力有至關重要的作用。 陳睿並指出,近期直播行業監管政策變化對於公司業務沒有影響,預計直播業務未來會健康地持續高增長,並揚言在2024年實現盈虧平衡的目標不變,降本增效、聚焦核心業務是未來幾年中重要工作。(ta/w) ~
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