《大行報告》美銀證券下調嗶哩嗶哩-SW(09626.HK)目標價至478元 評級「買入」
美銀證券發表研究報告,將嗶哩嗶哩-SW(又稱B站)(09626.HK)目標價由519元下調至478元,考慮股價已回調及長期用戶潛力,評級「買入」;在市場波動下其毛利率壓力或為短期拖累因素。
該行認為,B站短期毛利率走勢仍是公司投資重點,公司將成本控制視為其戰略目標之一,計劃逐步控制虧損,雖然在封控期間,第二季仍然是一個艱難的季度,但公司轉向低利潤業務以及支持用戶和業務增長的投資,短期內可能會為毛利率帶來不確定性,因此將其每股盈測輕微下調。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.