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大行評級|瑞銀:上調嗶哩嗶哩目標價至24美元 新遊戲上線首周表現令人驚喜

瑞銀髮表研究報吿指,嗶哩嗶哩新遊戲《三國:謀定天下》上線後表現非常強勁,首周大部分時間都維持在iOS平台總收入排名第三,大大超出市場預期,預測《三國:謀定天下》日均流水可達到3,000萬至5,000萬元,按此趨勢首月流水料超過10億元。

瑞銀重申對嗶哩嗶哩的“買入”評級,美股目標價從18美元升至24美元,預測新遊戲將為其遊戲業務有重大推動作用,估計新遊戲利潤率達35%至40%,目前預測嗶哩嗶哩2024年度淨虧損將收窄,將2024年每股虧損由1.22元調整為0.92元,2025及2026年每股盈測分別上調25%及15%。

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