What stocks might be impacted by bilibili's earnings growth?

Bilibili's earnings growth is likely to have a positive impact on several stocks in the cloud computing and gaming sectors, given its position in the competitive short and medium video markets with strong user engagement. Here are some potential impact areas: 1. **Cloud Computing and Gaming Stocks**: Bilibili's growth in the gaming sector, particularly with its strategy game "Three Kingdoms: Strategic Dominance," could lead to increased demand for cloud services and gaming infrastructure. Stocks like Oracle (ORCL), Salesforce (CRM), and Microsoft (MSFT) may benefit from the increased demand for their cloud computing and gaming solutions. 2. **Domestic Gaming Industry Peers**: With the positive trend in the domestic gaming industry and Bilibili's successful profitability in Q3, other leading game developers and companies may also see increased profitability. Tencent (TCEHY) and NetEase (NTES), for example, could benefit from the favorable industry outlook. 3. **Video and Entertainment Stocks**: Bilibili's strong position in the short and medium video competition suggests that other video and entertainment companies may also benefit from the growth in this space. Companies like Alibaba Group (BABA), which has a significant presence in digital media and entertainment, could see positive impacts from Bilibili's success. In conclusion, Bilibili's earnings growth is likely to have a ripple effect across the cloud computing, gaming, and entertainment sectors. Companies that provide cloud services, gaming infrastructure, and entertainment content may see increased demand and potential growth as a result of Bilibili's success.