金吾财讯 | 哔哩哔哩(BILI)盘前股价上扬，暂报26.71美元，涨3.17%。招银国际报告指，哔哩哔哩第三季总营收按年增5%，达76.9亿元人民币，符合市场共识预期。期内，调整后营业收入为6.88亿元人民币，高于2024年同期的2.72亿元，并较市场预期高出6%，主要归因于对销售与行销费用的有效控制，按年减13%。该机构微幅上调哔哩哔哩2025至2027财年的营收预测0%至3%，以反映稳固的广告业务以及游戏(如《逃离鸭科夫》)表现优于预期。该行将估值窗口向前推展至2026财年，并将基于分类加总估值法得出的目标价微调至31美元(前值：30美元)。维持“买入”评级。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.