大行评级丨小摩:首予BOSS直聘“增持”评级,预期AI长远可推动平台ARPU提升

格隆汇
Yesterday

摩根大通发表研报,首次给予BOSS直聘“增持”评级,认为其是中国在线垂直领域企业中的首选,H股目标价78港元,美股目标价则为20美元。该行看好BOSS直聘拥有庞大的专有招聘数据及推荐系统,是企业及求职者的首选平台,预期AI长远可推动平台ARPU提升,目前预测今年第二季收入同比增长将由首季的8%加快至15%,2026至2027年经营利润年均复合增长率料达16%。

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