花旗发表研究报告指,哔哩哔哩第三季广告收入及经调整营业利润均胜预期。展望第四季,该行预期游戏收入将按季轻微复苏,主要受《逃离鸭科夫》推动;而广告势头则有望维持增长,因双11期间表现稳健,广告库存持续增长,且效率提升。管理层指引第四季经调整营业利润率将提升至10%,反映按季轻微改善。 该行将哔哩哔哩2025至27年各年盈测分别上调7%、9%及9%,以反映利润率趋势好过预期,美股目标价由25美元上调至27美元,维持“中性”评级。
花旗发表研究报告指,哔哩哔哩第三季广告收入及经调整营业利润均胜预期。展望第四季,该行预期游戏收入将按季轻微复苏,主要受《逃离鸭科夫》推动;而广告势头则有望维持增长,因双11期间表现稳健,广告库存持续增长,且效率提升。管理层指引第四季经调整营业利润率将提升至10%,反映按季轻微改善。 该行将哔哩哔哩2025至27年各年盈测分别上调7%、9%及9%,以反映利润率趋势好过预期,美股目标价由25美元上调至27美元,维持“中性”评级。
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