Bilibili-W's stock surged 5.07% during intraday trading on Tuesday, reflecting strong investor interest in the company's advertising prospects.
The rally is primarily attributed to AI applications becoming the most significant incremental driver for Bilibili's current advertising placements. Major AI large model providers, including Tongyi Qianwen, Moonshot AI (Kimi), ByteDance (Doubao), Zhipu AI, and Baidu's Ernie Bot, have been running high-frequency advertising campaigns on the platform.
These companies are leveraging Bilibili's highly engaged user environment, where average daily usage exceeds 100 minutes, to acquire customers precisely through collaborations with content creators and performance advertising, signaling robust growth in this revenue segment.