《大行报告》哔哩哔哩(09626.HK)投资评级及目标价(表)(更新)
哔哩哔哩(09626.HK)(BILI.US)将於本周四(13日)公布首季业绩，由於公司通过投资品牌及内容方式吸引更多用户群，令销售及营销成本上升，本网综合10间券商估计哔哩哔哩2021首季非通用会计准则亏损，将按年扩大至介乎5.7亿元至10.59亿人民币，对比2020年首季录亏损为4.71亿人民币(2020年第四季相关亏损6.66亿人民币)，中位数亏损8.28亿人民币。
综合7间券商预期哔哩哔哩2021年首季亏损按年扩大至6.99亿元至11.19亿人民币，对比其2020年首季录得该亏损为5.35亿元人民币(2020年第四季亏损8.28亿人民币)；中位数亏损9.6亿人民币。
由於市场料哔哩哔哩要加大投资达致「破圈」(吸纳更多用户群)，估计其中短期业绩将录亏损，而公司於今年2月下旬宣布至2023年目标是将平均月活用户(MAU)提升至4亿户(截至去年第四季为2.02亿户)，MAU增长步伐将是投资者关注重点。综合8间券商料哔哩哔哩2021年首季平均月活用户(MAU)介乎1.858亿至2.32亿户，较2020年首季平均月活用户1.72亿户，按年上升8%至34.9%；中位数为2.23亿户按年增长29.7%。
本网综合5间券商列出对哔哩哔哩港股的投资评级及目标价：
券商│投资评级│目标价(港元)
高盛│买入│1,219港元
美银证券│买入│1,215港元
国金证券│买入│1,121港元
瑞信│跑嬴大市│1,080港元
国盛证券│买入│977港元
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本网综合20间券商列出对哔哩哔哩美股(BILI.US) 的投资评级及目标价：
券商│投资评级│目标价
海通国际│优於大市│224美元
摩根大通│增持│205美元
摩根士丹利│增持│180美元
招银国际│买入│173美元
瑞银│买入│172美元
花旗│买入│166美元
杰富瑞│买入│162美元
中银国际│买入│157.5美元
高盛│买入│157美元
汇丰环球研究│买入│157美元
美银证券│买入│156美元
建银国际│跑嬴大市│155美元
交银国际│买入│154美元
大和│买入│150美元
工银国际│跑嬴大市│145.5美元
瑞信│跑嬴大市│139美元
野村│买入│156美元->138美元
华泰证券│买入│134.1美元
中金│跑嬴行业│141美元->131美元
里昂│买入│128美元
(ta/w)
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