智通财经APP获悉，哔哩哔哩-W(09626)早盘涨超5%，截至发稿，涨5.31%，报180.4港元，成交额1.87亿港元。
消息面上，哔哩哔哩于7月11日在上海举办2025年投资者日，会上公司就游戏、广告业务，商业化与AI等主题与投资人分享交流。汇丰认为，自从哔哩哔哩强调重视变现，游戏与广告业务进展均符合预期。哔哩哔哩于今年5月回购约1亿美元股份，该行料未来会有更多股东回报举措。
招银国际则表示，公司会议核心要点包括：广告业务持续强劲增长，得益于公司商业基础设施的升级，包括推出小程序及直播广告功能、上线智能广告平台“哔哩必达”，以及完善行业解决方案等；游戏业务稳健增长，受益于长线游戏的良好表现，2025年计划上线的重点新游包括《Trickcal RE:VIVE》和《逃离鸭科夫》等；公司持续利用AI助力广告变现和内容生态，推出AI自动投放、AI视频翻译、AI搜索等多项AI工具。在商业化水平提升和运营杠杆的推动下，该机构看好哔哩哔哩盈利增长趋势。
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