《大行報告》大摩下調嗶哩嗶哩(BILI.US)目標價至23美元 評級「與大市同步」
摩根士丹利發表報告指,嗶哩嗶哩(BILI.US)的成本紀律更為疲弱,加上第二季的廣告及遊戲增長放慢,料集團轉至盈利的前路會更為緩慢,其中今年至2025年的毛利率改善情況,估計會較其指引及市場預期為慢。
大摩下調嗶哩嗶哩美股目標價,由26美元降至23美元,評級維持「與大市同步」,並將集團今年至2024年虧損預測擴大8%至14%。
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