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国产芯片概念集体高开
Di Yi Cai Jing Zi Xun· 2025-08-22 02:02
2025.08.22 09:25A股开盘|三大指数开盘涨跌不一 国产芯片概念集体高开 本文字数:498,阅读时长大约1分钟 作者 |一财资讯 09:39创业板指涨幅扩大至1% 创业板指涨幅扩大至1%,沪指涨0.24%,深证成指涨0.49%。 09:38科创50大涨3% 创近三年半新高 科创50大涨3%创近三年半新高,芯片产业链集体走强,海光信息涨超10%创历史新高,寒武纪涨近 10%。 09:33 碳酸锂期货主力合约跳水,一度跌超4%。 | 分野 多日 1分 5分 15分 30分 60分 日 周 月 更多 | F9 大单气范 凸显 九和 面线 工用 (0) | LC2511 立即 | 玻酸锂2511 | LC2511[WBNW2511] 09:33 价 79860 溶膜 - 2740[ 1.32%) 均价 80906 减交量 3028 猪仓 39.91万 增仓 -206 | 2025/08/22 | 79840 | 0 | -2760 -3.34% RB | 16100 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- ...
港股视频概念走弱 哔哩哔哩跌6%
Mei Ri Jing Ji Xin Wen· 2025-08-22 01:55
每经AI快讯,8月22日,港股视频概念早盘走弱,截至发稿,哔哩哔哩-W(09626.HK)跌6%,快手-W (01024.HK)跌1%。 (文章来源:每日经济新闻) ...
国产芯片概念集体高开
第一财经· 2025-08-22 01:53
2025.08. 22 本文字数:498,阅读时长大约1分钟 作者 | 一财资讯 09:39 创业板指涨幅扩大至1% 创业板指涨幅扩大至1%,沪指涨0.24%,深证成指涨0.49%。 09:38 科创50大涨3% 创近三年半新高 科创50大涨3%创近三年半新高,芯片产业链集体走强,海光信息涨超10%创历史新高,寒武纪涨近 10%。 09:33 碳酸锂期货主力合约跳水,一度跌超4%。 | | 分时 多日 1分 5分 15分 30分 60分 日 周 月 更多 | F9 大单气泡 叠加 九转 画线 工具 @ > | | 碳酸锂2511 | | | LC2511 立即 | | --- | --- | --- | --- | --- | --- | --- | --- | | 86100 | LC2511[破酸锂2511] 09:33 价 79860 涨跌 -2740(-3.32%) 均价 80906 成交量 3028 持仓 39.91万 增仓 +266 | 2025/08/22 | 물 | 79840 | | -2760 -3.34% 交易 | | | | | | | GFEX CNY 9:33:40 | | | 1 ...
B站二季度扭亏为盈:净利润创下历史新高,游戏收入大涨6成
Nan Fang Du Shi Bao· 2025-08-22 01:37
Core Insights - Bilibili (B站) achieved record high net profit and revenue growth in Q2 2025, driven by strong performance in gaming and advertising sectors [4][3] - The company reported a total revenue of 73.4 billion RMB, a 20% year-on-year increase, with significant contributions from various business segments [1][5] Revenue Breakdown - Advertising revenue reached 24.5 billion RMB, up 20% year-on-year, with brand and performance advertising both showing strong growth [7] - Gaming revenue surged to 16.1 billion RMB, marking a 60% increase year-on-year, largely attributed to the success of the mobile game "Three Kingdoms: Strategy" [10] - Value-added services revenue was 28.4 billion RMB, reflecting an 11% year-on-year growth, supported by a growing number of premium subscribers [9] Profitability Metrics - Gross profit increased by 46% year-on-year, with a gross margin of 36.5%, marking the twelfth consecutive quarter of improvement [3] - Net profit reached 2.2 billion RMB, while adjusted net profit was 5.6 billion RMB, indicating a successful turnaround from previous losses [3][6] User Engagement - Daily active users (DAU) averaged 109 million, an increase of 7% year-on-year, while monthly active users reached 363 million, up 8% [5] - The average daily usage time per user was 105 minutes, a 6-minute increase compared to the same period last year [5] Cash Flow and Financial Health - The company generated a positive operating cash flow of 19.9 billion RMB and completed a stock buyback of approximately 100 million USD [5] - As of June 30, 2025, Bilibili held cash and cash equivalents totaling 22.29 billion RMB [5] Strategic Initiatives - Bilibili plans to expand its gaming portfolio and aims to launch a traditional Chinese version of its games in Hong Kong, Macau, and Taiwan by the end of 2025 [10] - The company is also focusing on enhancing its advertising infrastructure through AI integration, which has improved advertising efficiency and effectiveness [7] Cultural Impact - The Bilibili World (BW) event attracted over 400,000 attendees, highlighting the company's cultural influence and community engagement [11][12]
中金:维持哔哩哔哩-W跑赢行业评级 升目标价至204港元
Zhi Tong Cai Jing· 2025-08-22 01:32
2Q25Non-GAAP净利润略高于该行预期 公司公告2Q25业绩:收入73.38亿元,同比增长19.8%,基本符合机构一致预期(73.30亿元)和该行预期 (73.21亿元);Non-GAAP净利润5.62亿元,略高于机构一致预期(5.20亿元)和该行预期(5.39亿元),主要因 销售费用和研发费用低于预期。 广告收入同增20%,关注下半年新游戏项目进展 广告:2Q25收入同增20.2%至24.49亿元,公司业绩会提到2Q25广告eCPM同比提升明显,游戏仍是第一 大广告主行业。该行建议关注3Q25多屏多终端广告位释放潜力,该行预计2H25广告收入或保持20%左 右的同比增速。 中金发布研报称,维持哔哩哔哩-W(09626)25/26年Non-GAAP净利润预测不变。当前港/美股均交易于 33/25倍25/26年Non-GAAP P/E。维持跑赢行业评级,考虑公司用户生态与AI赋能,上调目标价港股 5.7%至204港元/美股8.0%至27美元,港/美股对应34/35倍25年和26/26倍26年Non-GAAP P/E,上行空间 3.7%/6.7%。 中金主要观点如下: 游戏:2Q25收入同增60.1%至16 ...
中金:维持哔哩哔哩-W(09626)跑赢行业评级 升目标价至204港元
智通财经网· 2025-08-22 01:25
广告:2Q25收入同增20.2%至24.49亿元,公司业绩会提到2Q25广告eCPM同比提升明显,游戏仍是第一 大广告主行业。该行建议关注3Q25多屏多终端广告位释放潜力,该行预计2H25广告收入或保持20%左 右的同比增速。 智通财经APP获悉,中金发布研报称,维持哔哩哔哩-W(09626)25/26年Non-GAAP净利润预测不变。当 前港/美股均交易于33/25倍25/26年Non-GAAP P/E。维持跑赢行业评级,考虑公司用户生态与AI赋能, 上调目标价港股5.7%至204港元/美股8.0%至27美元,港/美股对应34/35倍25年和26/26倍26年Non-GAAP P/E,上行空间3.7%/6.7%。 中金主要观点如下: 2Q25 Non-GAAP净利润略高于该行预期 公司公告2Q25业绩:收入73.38亿元,同比增长19.8%,基本符合机构一致预期(73.30亿元)和该行预期 (73.21亿元);Non-GAAP净利润5.62亿元,略高于机构一致预期(5.20亿元)和该行预期(5.39亿元),主要因 销售费用和研发费用低于预期。 广告收入同增20%,关注下半年新游戏项目进展 游戏:2Q25收入 ...
哔哩哔哩2025年第二季度营收73.4亿元 调后净利润5.6亿元
Jin Rong Jie· 2025-08-22 01:17
第二季度,哔哩哔哩平均日活跃用户(DAU)为1.094亿,同比增长 7%。 第二季度,哔哩哔哩月均活跃用户(MAU)同比增长8%,月均付费用户数量同比增长9%。 8月21日晚间消息,哔哩哔哩今日发布了截至6月30日的2025年第二季度财报:总净营收为73.4亿元,同 比增长20%。净利润2.183亿元,而2024年同期净亏损6.081亿元。不按照美国通用会计准则,调整后的 净利润为5.613亿元,而2024年同期调整后的净亏损为2.710亿元。 第二季度运营业绩: 第二季度,哔哩哔哩用户的日均使用时长为105分钟,较去年同期增加了6分钟。 第二季度,经营活动提供的现金净额为19.9亿元(约合2.777亿美元),而2024年同期的经营活动现金净 额为17.5亿元。 第二季度财务业绩: 净营收 总净营收为73.4亿元(约合10.243亿美元),同比增长20%。 来自于增值服务的营收为28.4亿元(约合3.960亿美元),同比增长11%。 来自于广告的营收为24.5亿元(约合3.419亿美元),同比增长20%。 来自于移动游戏的营收为16.1亿元(约合2.251亿美元),同比增长60%。 运营利润/亏损 来自于IP ...
B站、快手二季度业绩双双超预期! 重仓龙头, 港股互联网ETF(513770)前10大成份股权重超70%
Xin Lang Ji Jin· 2025-08-22 01:10
华宝基金 互联网大 财报| 昌门 bili 昨日电影理 第二季度 趨预期 7 3 4 20% 3.3 G 营收 同比增长 预估 超预期 5.6 :3% (空 12 72 同比增长 经调整净利润 预估 路 快手 第二季度 35115 1.5% 预估 营收 同比增长 g 新闻 -5.2 经调整净利润 同比增长 预估 8月财报前瞻 = = 六 四 五 日 22 18 19 20 23 24 21 快手 小米 集团 OFF OFF OFF 25 26 28 29 27 30 31 阿里 美國 66 重仓港股互联网龙头 前十大权重股占比超70% MACD金叉信号形成,这些股涨势不错! 责任编辑:石秀珍 SF183 ...
为什么都要“卷”漫展?
3 6 Ke· 2025-08-22 01:05
Core Insights - The emergence of offline comic conventions, previously dominated by Bilibili, is now being pursued by social platforms like Weibo and Xiaohongshu, indicating a shift in the competitive landscape of the industry [1][6][10] - Xiaohongshu aims to create a "2.5D experience" that resonates with its user base, while Weibo focuses on leveraging its social media influence to generate buzz and online discussions around these events [3][5][9] Group 1: Event Overview - Xiaohongshu's RED LAND event in Shanghai featured an immersive experience with interactive installations and a music festival, aiming to transform the convention into a lifestyle festival [1][3] - Weibo's first gaming and anime expo attracted 68,000 attendees, with a significant portion of the audience being under 30, showcasing the platform's ability to generate substantial online engagement [3][6] Group 2: Market Dynamics - The growth of the ACG (Anime, Comic, and Game) economy is driving platforms to engage in this space, with the number of pan-ACG users in China projected to grow from 210 million in 2017 to 526 million by 2025 [7][10] - The demand for comic conventions is increasing, with over 1,000 events planned nationwide in May alone, indicating a shift from niche to mainstream consumer interest [7][9] Group 3: Competitive Landscape - Bilibili's established event, Bilibili World, has become a significant industry event, attracting 400,000 attendees in 2025, while ChinaJoy also set a record with over 410,300 visitors [6][10] - The entry of Weibo and Xiaohongshu into the convention space is expected to diversify the market, moving it from a niche gathering to a broader platform competition [6][10] Group 4: Challenges Ahead - Both Weibo and Xiaohongshu face challenges in content and IP accumulation, relying heavily on external resources rather than developing their own original content [10][12] - Execution issues have been noted, such as long wait times and limited facilities at Xiaohongshu's event, which could affect the overall attendee experience [12][14] - For these platforms to establish a lasting presence in the convention space, they must focus on building content, commercial viability, and user recognition rather than just short-term engagement [14]
DeepSeek涨价;Meta暂停AI人才招聘;首份人形机器人万台订单签署
Guan Cha Zhe Wang· 2025-08-22 00:58
【观网财经丨智能早报 8月22日】 DeepSeek再度涨价,即将取消夜间优惠 8月21日,据DeepSeek官方公众号消息,DeepSeek-V3.1正式发布。本次升级包含以下主要变化:混合推 理架构:一个模型同时支持思考模式与非思考模式;更高的思考效率:相比DeepSeek-R1-0528, DeepSeek-V3.1-Think能在更短时间内给出答案;更强的Agent能力:通过Post-Training优化,新模型在工 具使用与智能体任务中的表现有较大提升。官方App与网页端模型已同步升级为DeepSeek-V3.1。用户 可以通过"深度思考"按钮,实现思考模式与非思考模式的自由切换。 深度求索将于北京时间2025年9月6日凌晨起,对DeepSeek开放平台API接口调用价格进行调整:执行新 版价格表、取消夜间时段优惠。(中国经济网) 当地时间周四,据外媒,Meta证实,公司已暂停其新AI部门的招聘,已于上周生效,并伴随着对该部 门更广泛的重组。Meta发言人在相关声明中表示,此举目的是"在引入人员并进行年度预算和规划后, 为我们新的超级智能业务建立一个坚实的结构"。 vivo发布其首款混合现实头显 8 ...