智通财经APP获悉，哔哩哔哩-W(09626)盘中涨超4%，截至发稿，涨4.32%，报171.3港元，成交额6.4亿港元。
德银发布研报指出，维持哔哩哔哩-W“买入”评级，将目标价由原先188港元上调至220港元，维持2025及2026财年预测大致维持不变。该行预期今年下半年《三谋》拓展至海外市场，进一步扩张货币化潜力。手游、电商、数码产品和家电、互联网服务以及汽车行业预期是哔哩哔哩广告业务主要垂直领域，目前预测2025年广告收入将同比增长20%。
该行续指，公司2024年第四季度业绩符合预期，游戏及广告业务表现稳固，而且利润率有望持续提升，憧憬在旗舰手游《三国：谋定天下》强劲表现及广告业务持续扩张的推动下，两项业务的强劲势头将可持续，同时相信高毛利业务贡献提升，以及经营杠杆作用下，集团毛利率亦将继续改善。
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