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《大行報告》中金首予微博-SW(09898.HK)「跑贏行業」評級 目標價194元
阿思達克 01-16 10:37
中金發表研究報告,首次給予微博-SW(09898.HK)(WB.US)「跑贏行業」評級,目標價為194元,美股目標價則為25美元。 該行指出,微博的內容生態系統有利於話題內容的快速傳播和公眾討論,認為差異化的內容生態是微博的核心優勢,平台上媒體、企業、明星等的參與讓微博不斷產生出熱點內容。 該行又指,微博近年不斷發展視頻內容和垂直內容,預計公司將繼續發展其內容生態系統,先發優勢及網絡效應將帶來穩固的用戶基礎,鞏固其品牌推廣首選地位。 中金相信,微博將在其基於用戶的產品和商業化的支持下恢復增長,未來估值有較大的反彈空間。
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