《大行報告》高盛首予嗶哩嗶哩-SW(09626.HK)「買入」評級 目標價1,219元
高盛發表研究報告,首予嗶哩嗶哩-SW(09626.HK)(又稱B站)「買入」評級,目標價1,219元。報告形容B站是內地Z世代平台,正邁向2023年月度活躍月戶達4億人的目標。在激烈競爭下,B站正在視頻平台使用時間市佔上逐漸擴張,並成為增長最快平台之一。
報告稱,B站今年首兩個月平台參與度升35%,而主要同業則錄雙位數跌幅。高盛稱,公司具多元變現渠道,包括多樣化廣告、強勁遊戲產品線及串流視頻等,構建強勁經營模式。
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