《大行報告》中金上調嗶哩嗶哩-W(09626.HK)目標價至189元 評級「跑贏行業」
中金發表報告指,嗶哩嗶哩-W(09626.HK)廣告生態系統正在改善,關注推出關鍵遊戲。投資者正密切關注遊戲業務的復甦及商業化進展。目標價升17.4%至189元,評級「跑贏行業」。
中金引述嗶哩嗶哩管理層指,第二季整體遊戲收入仍然面臨壓力。公司計劃在暑假發布《閃耀!優俊少女》,而其自主研發的女性向遊戲《搖光錄:亂世公主》計劃在7月25日在iOS商店推出。該行預計夏季關鍵遊戲的推出將推動交易額。
廣告業務方面,中金指,嗶哩嗶哩表示將加強直播電商及輕量級花火產品嘗試,該行認為公司廣告商業化生態建設持續完善,商業化空間逐步打開,有望維持良好增長。。
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