大行评级|美银:上调哔哩哔哩目标价至211港元 重申“买入”评级

格隆汇
17 Jul

美银证券发表研究报告指,哔哩哔哩管理层在投资者日,强调其以高质量内容、AI赋能内容和货币化、长生命周期游戏为中心的策略。由于公司的平台价值定位、长期的增长跑道,以及人工智能带来的好处,该行重申其“买入”评级。另外,公司管理层重申对今年盈利能力有信心,该行将其H股目标价由195港元上调至211港元;美股目标价由25美元上调至27美元。 该行重申对哔哩哔哩第二季表现的预测,即料收入按年增长20%,经调整净利润料为5亿元。游戏业务方面,《三谋》于6月带动公司流水显著增长,相信可部分减轻第三季游戏收入在高基数下面对的压力。

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