大行評級|傑富瑞:列舉嗶哩嗶哩投資日三大重點 上調目標價至152港元
傑富瑞的研究報吿提出從嗶哩嗶哩2024年投資日得出的三大重點,一是《三國:謀定天下》因為其SLG風格而有更長的生命週期,嗶哩嗶哩以平均日活躍用户(DAU)及生態為優先,以滿足玩家需求;二是有賴廣吿技術升級和垂直領域能力的增強,令廣吿客户數量、匹配效率和商業流量有所增長,線上廣吿潛力獲解鎖;三是強調毛利率和支出比率等的基本面,以及強調影片內容、內容質素及年輕用家的需求等三項長期價值。
該行上調公司H股目標價,由122港元升至152港元,維持“買入”評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.