异动解读|哔哩哔哩-W盘中下跌3.03%,绩后多家投行下调目标价叠加被调出科技100指数持续承压

行情直击
Sep 02

9月2日,哔哩哔哩-W盘中下跌3.03%,报121.6港元,成交额8675.03万港元。

消息面上,公司8月27日发布Q2财报后,多家投行下调目标价:野村将美股目标价由22.5美元降至18美元,大摩由31美元降至27美元,里昂下调盈利预测5%-8%。此外,港交所宣布将哔哩哔哩调出科技100指数,或引发被动资金流出。高盛亦于8月27日将多头持仓由9.19%降至8.15%。业绩层面,Q2广告收入同比增28%表现亮眼,但游戏收入同比下滑14%成为拖累,管理层预计游戏业务Q4才有望同比转正。同业板块整体走弱,腾讯控股跌1.13%,百度跌2.67%,美团跌逾2%。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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