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《大行報告》大摩相信嗶哩嗶哩(BILI.US)股價60日內將跌 評級「與大市同步」
摩根士丹利發表技術意見報告指,嗶哩嗶哩(BILI.US)最近的股價上升,令其短期估值吸引力減弱。自10月下旬以來,集團的股價已反彈逾50%,而恆生科技指數則反彈超過25%。集團即將公有第三季業績,惟市場普遍認爲其今年下半年和明年的遊戲和廣告收入過高,並在2024年存在潛在的資產負債表風險。集團最近批準的遊戲許可證亦沒有進口遊戲。 該行估計,在接下來的60天內,集團股價將會下跌,這個情況的發生概率約爲70至80%,即很可能發生。該行予其目標價11美元,評級爲「與大市同步」。
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