《大行報告》匯豐研究下調嗶哩嗶哩(09626.HK)目標價至124.8元 評級「持有」
匯豐環球研究發表報告指,嗶哩嗶哩-W(09626.HK)(BILI.US)旗下手遊《賽馬娘》國服版《閃耀!優俊少女》推出時間或延遲至今年第三季,料將拖累今年第二季至第三季遊戲業務收入,但預期在強勁的ACG產品管線及業務拓展推動下,嗶哩嗶哩長期增長前景仍然向好。
該行指出,公司增值服務發展有助於提升直播平台收入及觀看人次,最終對提升市場滲透率有利。匯豐研究將嗶哩嗶哩09626.HK)的目標價從132.6元降至124.8元,評級仍為「持有」。(gc/w)
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