《大行》中银国际升哔哩哔哩(09626.HK)目标价至244元 理性聚焦AI投入 换取可预期回报

阿斯达克财经
Apr 20

中银国际研报,预测哔哩哔哩-W(09626.HK) 2026财年首季总收入按年增长7%,与市场预期一致。其中广告业务持续强劲,按年增长27%,增值业务温和增长5%,而手机游戏业务按年下降12%。预测的经调整净利润额约为5.82亿元人民币,按年增长60%,超出市场预期9%。该行认为,公司将会在2026年理性谨慎并聚焦的在三块区域投资AI,AI投资带来的可预期的效益将会逐步体现,尤其在广告业务及...

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