高盛:上调哔哩哔哩-W(09626)目标价至240港元 维持“买入”评级

智通财经
7 hours ago

智通财经APP获悉,高盛发布研报称,将哔哩哔哩-W(09626,BILI.US)目标价由234港元,调高2.6%至240港元,由30美元,调高2.7%至30.8美元,维持“买入”的投资评级。

高盛指出,哔哩哔哩第三财季业绩以及非交易路演(NDR)中管理层的评论进一步证实了该行对该公司的投资逻辑依然不变。哔哩哔哩正在维持一个高品质的内容社区,拥有强大的用户参与度,并透过更高的广告转换率和人工智能(AI)技术实现流量变现,同时其新游戏专案在2026年之前也蕴藏着巨大的游戏增长潜力。高盛将哔哩哔哩2025-2027年的收入预期上调0%-1%,反映广告和其他收入超出预期的情况;并将2025年的非GAAP净利润预期上调5%。

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