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《大行報告》摩通降嗶哩嗶哩(09626.HK)評級至「減持」 看好愛奇藝(IQ.US)
摩通發表評級報告,預料愛奇藝(IQ.US)的盈利將於未來數個季度上升,並將推動股價表現跑贏大市。該行同時認為,愛奇藝及嗶哩嗶哩(09626.HK)的次季業績均是首個催化劑。該行指,現時愛奇藝交易價格與嗶哩嗶哩存在折讓,料其估值差距將縮小,因愛奇藝已經證明實現盈利健康增長的能力,而嗶哩嗶哩尚未有此證明。該行將嗶哩嗶哩評級由「增持」降至「減持」,目標價由210港元下調至100港元,並看好愛奇藝,評級「增持」,目標價11美元。(ca/u) ~
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