大行评级｜杰富瑞：列举哔哩哔哩投资日三大重点上调目标价至152港元

格隆汇资讯07-17

杰富瑞的研究报告提出从哔哩哔哩2024年投资日得出的三大重点，一是《三国：谋定天下》因为其SLG风格而有更长的生命周期，哔哩哔哩以平均日活跃用户(DAU)及生态为优先，以满足玩家需求；二是有赖广告技术升级和垂直领域能力的增强，令广告客户数量、匹配效率和商业流量有所增长，线上广告潜力获解锁；三是强调毛利率和支出比率等的基本面，以及强调影片内容、内容质素及年轻用家的需求等三项长期价值。该行上调公司H股...

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大行评级｜杰富瑞：列举哔哩哔哩投资日三大重点 上调目标价至152港元

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大行评级｜杰富瑞：列举哔哩哔哩投资日三大重点上调目标价至152港元