《大行報告》嗶哩嗶哩(09626.HK)投資評級及目標價(表)
嗶哩嗶哩(09626.HK)(BILI.US)將於下周四(13日)公布首季業績，由於公司通過投資品牌及內容方式吸引更多用戶群，令銷售及營銷成本上升，綜合9間券商估計嗶哩嗶哩2021首季非通用會計準則虧損，將按年擴大至介乎5.7億元至10.59億人民幣，對比2020年首季錄虧損為4.71億人民幣，中位數虧損8.23億人民幣。
本網綜合6間券商預期嗶哩嗶哩2021年首季虧損按年擴大至6.99億元至10.3億人民幣，對比其2020年首季錄虧損為5.35億元人民幣；中位數虧損8.33億人民幣。
由於市場料嗶哩嗶哩要加大投資達致「破圈」(吸納更多用戶群)，估計其中短期業績將錄虧損，而公司於今年2月下旬宣布至2023年目標是將平均月活用戶(MAU)提升至4億戶(截至2020年第四季為2.02億戶)，MAU增長步伐將是投資者關注重點。本網綜合7間券商料嗶哩嗶哩2021年首季平均月活用戶(MAU)介乎1.858億至2.32億戶，較2020年首季平均月活用戶1.72億戶，按年上升8%至34.9%；中位數為2.24億戶按年增長30.2%。
本網綜合5間券商列出對嗶哩嗶哩港股的投資評級及目標價：
券商│投資評級│目標價(港元)
高盛│買入│1,219港元
美銀證券│買入│1,215港元
國金証券│買入│1,121港元
瑞信│跑嬴大市│1,080港元
國盛証券│買入│977港元
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本網綜合20間券商列出對嗶哩嗶哩美股(BILI.US)的投資評級及目標價：
券商│投資評級│目標價
海通國際│優於大市│224美元
摩根大通│增持│205美元
摩根士丹利│增持│180美元
招銀國際│買入│173美元
瑞銀│買入│172美元
花旗│買入│166美元
傑富瑞│買入│162美元
中銀國際│買入│157.5美元
高盛│買入│157美元
匯豐環球研究│買入│157美元
美銀證券│買入│156美元
野村│買入│156美元
建銀國際│跑嬴大市│155美元
交銀國際│買入│154美元
大和│買入│150美元
工銀國際│跑嬴大市│145.5美元
中金│跑嬴行業│141美元
瑞信│跑嬴大市│139美元
華泰証券│買入│134.1美元
里昂│買入│128美元
(ta/w)
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