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大行评级|摩根大通:将哔哩哔哩列入正面催化观察名单 重申“增持”评级

JPMorgan has put bilibili on its positive catalyst watchlist and reaffirmed its “shareholding” rating.

Gelonghui Finance ·  Aug 2 13:25  · Ratings

On August 2, Morgan Stanley research report pointed out that bilibili was added to the positive catalyst watchlist and reiterated the "shareholding" rating for the company. The bank believes that there are two things that could trigger positive stock price responses in the next month: first, most players of the strategic game, "Three Kingdoms: The World" are expected to enter the new game season (the second season) this Saturday (August 3), which should drive the growth of the company's cash revenue. The bank believes that the game is likely to return to the top five in mainland iOS mobile game cash revenue next week; Second, the company's second-quarter performance, the company should provide ideas on the pace of balance between operating surplus and deficit in the third quarter and the performance of "Three Kingdoms: The World". Morgan Stanley believes that the imminent catalysts could push the stock price to rebound from its current level.

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