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《大行報告》大摩上調微博(WB.US)目標價至16美元 評級「與大市同步」
阿思達克 12-08 10:38
摩根士丹利發表報告,上調微博(WB.US)估值基礎,預測明年市盈率由7倍升至7.5倍,明年至後年的每股盈測亦提高3%,目標價相應由14美元升至16美元,以反映明年內地市場更加確定的重新開放,應能導致更快的廣告復甦。該行預計微博明年廣告收入按人民幣計算將保持按年持平,按美元計算為按年下跌6%,non-GAAP淨利潤率料28%。
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