智通财经APP获悉，哔哩哔哩-W(09626)涨超7%，截至发稿，涨7.23%，报237.2港元，成交额13.54亿港元。
消息面上，今年9月10日，哔哩哔哩首曝了三国题材休闲非对称竞技卡牌新游戏《三国：百将牌》，并定档10月开启测试。招商证券指其有望于明年初正式上线贡献增量。该行认为，公司2024年上线独家代理SLG游戏《三国：谋定天下》表现优秀，后续多款游戏产品储备有望持续贡献业绩增量，多行业广告份额提升明显，商业化潜力充足。
近期，OpenAI 发布Sora 2，迅速登顶App Store免费应用榜首。华泰证券认为，Sora2及其配套社交应用的发布标志着AI视频生成与社交互动进入融合阶段，有望重塑内容创作和分发生态，或迎来AI视频生成的ChatGPT时刻。随着多模态AI大模型能力持续提升，视频/社交/游戏/广告/电商等产业或迎来效率提升与商业模式变革。建议关注AI应用侧进展。华创证券指，哔哩哔哩为稀缺PUGV中视频平台，AI改善内容创作想象空间大。
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