大行評級丨大摩:上調嗶哩嗶哩目標價至21美元 上調經調整後盈利預測
摩根士丹利發表報告指,嗶哩嗶哩第一季度業績超預期後,將其目標價從20美元上調至21美元,維持“與大市同步”評級。該行維持對嗶哩嗶哩收入預測大致維持不變,但基於2025年第一季業績,主要考慮毛利率提升及營運槓桿效應,上調2025、2026及2027年非通用會計準則經營利潤預測17%、10%及4%,非通用會計準則每股經調整後盈利預測分別上調10.1%、9.4%及3.1%。
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