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《大行報告》野村降嗶哩嗶哩(BILI.US)評級至「中性」 目標價下調至13美元
野村發表報告指,仍然看好嗶哩嗶哩(BILI.US)的生態系統,其日活躍用戶數量在首三季年均增長16%。該行原以為,嗶哩嗶哩會很容易將其生態系統貨幣化,然後產生可觀且可持續的收入,幫助公司實現盈利。不過,嗶哩嗶哩卻經常難以達到市場預期的財務業績。 野村認為,嗶哩嗶哩管理層沒有為艱難時期做好充分準備,因此似乎對不斷惡化的宏觀和行業環境措手不及。在線遊戲曾經作為公司最大的收入來源,但由於公司沒有自己製作遊戲,因此依賴第三方遊戲授權商提供遊戲。該行認為,嗶哩嗶哩應該在其授權遊戲表現尚好時,就發現並解決這個弱點。 該行將嗶哩嗶哩美股目標價由18美元下調至13美元,評級由「買入」下調至「中性」。
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