大行評級丨中銀國際:上調微博H股目標價至79港元 強化核心社交優勢
中銀國際發表研報指,由於宏觀環境不確定性而謹慎的廣吿主投放策略下,微博會持續執行其高質量用户策略,加強其在熱點領域及內容營銷的社交平台優勢,以及提升營運效率。
中銀國際預計,核心廣吿商在未來數個季度的表現,將會由於政策、新品的發佈週期、國家或全球的事件,以及不同公司投放的節奏而呈現分化。微博未來數季與政策、新產品發佈週期、國家或全球國家事件及營運密切相關的快速消費品、3C、電子商務、汽車和遊戲等主要廣吿商的表現將出現分化。
該行將微博H股目標價上調至79港元,維持“持有”評級。
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