【港股通】哔哩哔哩-W(09626)午后升超11% 机构指削减视频创新计划奖励有助提升毛利率

金吾财讯04-24

金吾财讯 | 哔哩哔哩-W(09626)股价向好，午后涨幅进一步扩大，并突破100港元关口，截至发稿，报100.5港元，涨11.12%，成交额6.02亿港元。消息面上，大和指，略微上调哔哩哔哩今年广告业务预测认为人工智能生成内容(AIGC)类别有进一步上升的潜力而且今年将增加更多的广告库存。游戏业务上半年仍然疲软但可能在第二季尾或第三季初出现转机。该行指基于哔哩哔哩盈亏平衡进展、广告变现和新游戏表现第二季尾将是其重评的战略时间窗口。由于广告收入增加大和将哔哩哔哩今明两年收入预测各上调2%盈利预测上调4至5%因为高利润的广告贡献可能会继续增加。维持持有评级目标价从78.9港元上调至93.4港元。汇丰研究表示，哔哩哔哩收支平衡目标保持不变，目前首要任务是于今年第三季达成目标，而当中如何提升毛利率将是关键，预期今年4月起削减中高级内容创作者视频创新计划奖励的新举措，将有助提升毛利率。

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