大和升哔哩哔哩目标价至93.4港元，AIGC带来增量广告收入

金融界04-24

大和发表报告，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。大和指，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...

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唤唤霸霸
04-24
唤唤霸霸
滚犊子吧还93

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