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美股異動|嗶哩嗶哩盤前升超8% 多家大行預期首季業績符合預期並予“買入”評級

嗶哩嗶哩(BILI.US)美股盤前升8.27%,報12.44美元。H股今日收升8.8%,報98.3港元。消息面上,近期多家大行發佈研報,預期B站首季業績將符合市場預期,並予其“買入”評級。

美銀對嗶哩嗶哩持“買入”評級,ADR目標價為17美元,預期首季收入同比增長10%至56億元,直播及增值服務收入同比增長15%至25億元,毛利率將由去年第四季的26.1%提升至27.3%。

傑富瑞重申嗶哩嗶哩的“買入”評級,H股目標價108港元,維持首季度總收入同比增長約10%預測,預期公司的廣吿業務將保持按年增長約26%趨勢,增值服務升15%。

高盛將嗶哩嗶哩H股目標價由105港元上調至107港元,預期今年首季度及全年的營業收入將分別增長11%及13%,廣吿營業收入分別增長26%及24%。該行亦指,公司的利潤率將於今年下半年出現更具意義的改善。

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