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美股異動|嗶哩嗶哩盤前升超4% 獲多家機構看好
嗶哩嗶哩(BILI.US)盤前升4.32%,報14.25美元。東方證券認為,公司新遊戲《三國:謀定天下》表現超預期,預期驅動遊戲高增;廣吿供給側流量增長、adload 提升,需求側用户年齡增長商業化能力釋放。直播業務持續對up主和用户進行轉化,增長優於行業水平。該行預計公司24~26年收入分別為268/300/317億元,原預測值為257/287/308億元,因遊戲《三國:謀定天下》超預期,上調收入預測。交銀國際預期,集團第三季推出的《三謀》將推動遊戲按年加快增長;廣吿收入或上升25%,相信是由於集團繼續受惠於基建完善效能釋放。該行認為,集團的策略新遊戲有長期營運潛力,高毛利率業務收入增長可望帶動毛利率持續改善,看好集團盈利能力逐步釋放。

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