哔哩哔哩-W(09626)上涨4.2% 机构料Q4两款重点游戏上线有望短期催化

金吾财讯07-16

金吾财讯 | 哔哩哔哩-W(09626)盘初股价上涨4.20%，最新报146.40港元，成交额1.13亿港元。消息面上，招银国际新近研报称，哔哩哔哩社区健康增长及商业化基础设施完善有望拉动公司广告收入持续快速增长，第四季两款重点游戏上线则有望作为短期的主要催化。中金公司发布研报维持哔哩哔哩26/27年盈利预测。现价对应26/27年Non-GAAPP/E港股17.4/15.4倍，美股17.3/15.4倍。维持跑赢行业评级和目标价194港元/25美元，对应港股24/22倍26/27年Non-GAAPP/E，美股24/22倍26/27年Non-GAAPP/E，较现价港股有39%/美股有40%的上行空间。该机构认为，在AI时代，公司作为优质内容社区平台更具稀缺性，公司广告商业化在流量、场景探索和分发效率层面具备发展潜力。

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