摩根大通降哔哩哔哩评级至减持目标价下调至100港元_老虎社区_美港股上老虎

摩根大通降哔哩哔哩评级至减持目标价下调至100港元

电商报2023-07-27

7月27日消息，摩根大通发表评级报告，预计爱奇艺的盈利将于未来数个季度上升，并将推动股价表现跑赢大市。该行同时认为，爱奇艺及哔哩哔哩的次季业绩均是首个催化剂。该行指，现阶段爱奇艺交易价格与哔哩哔哩存在折让，料其估值差距将缩小，因爱奇艺已经证明实现盈利健康增长的能力，而哔哩哔哩尚未有此证明。该行将哔哩哔哩评级由增持降至减持，目标价由210港元下调至100港元，并看好爱奇艺，评级增持，目标价11美元。...

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TonyJin
·2023-08-02
100都是客气的，该股intrinsic value应该为负，value destroy的生意和团队。0都不值
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让子弹飞一会吧
·2023-07-31
你说一百就一百呀，
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