高盛：上调哔哩哔哩-W(09626)评级至“买入” 目标价升至176港元

智通财经网09-26

智通财经APP获悉，高盛发布研究报告称，上调哔哩哔哩-W(09626)评级，由“中性”升至“买入”，并将目标价由129港元上调至176港元，因公司开始进入利润增长周期，商业模式变得更强大及取得利润，受惠于利润较高的广告及游戏业务。该行相信，公司至2026年净利率会达10%至15%，受未来6至12个月市场财务预测上调所推动，由于较好的新游戏生命周期;广告增长快于同业;成本纪律改善。而市场仍然低估其...

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