美股異動|嗶哩嗶哩盤前漲超1.7% 機構預計次季毛利率將創新高
嗶哩嗶哩(BILI.US)盤前漲超1.7%,報25.17美元。消息面上,中銀國際發表研究報告,預計嗶哩嗶哩第二季收入將按年增長21%,主要受惠於線上遊戲及線上廣告收入分別按年增長69%及20%;預計次季毛利率及經調整經營利潤率將創新高,分別達到37.1%及8.1%,均好過市場預期。該行認爲,嗶哩嗶哩的旗艦遊戲《三國:謀定天下》在各個終端及市場都表現穩健,線上廣告業務增長動力具可持續性,內容生態維持高質量,加上公司加快應用AI,進一步豐富面向用戶的增值服務變現渠道,有助支持長期收入及盈利健康增長。該行維持其“買入”評級,H股目標價上調至235港元,美股目標價上調至30美元。(格隆匯)
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