10月21日，港股哔哩哔哩-W盘中涨幅扩大至10%， 美股哔哩哔哩夜盘涨幅扩大至7%。公司近期新游表现亮眼，商业化价值有望逐步释放。
消息面上，由碳酸小队（Team Soda）开发，bilibili发行的鸭子题材PvE俯视角撤离射击游戏《逃离鸭科夫》自10月16日发售以来，销量已经突破50万份。此外，代理二次元卡牌RPG游戏《嘟嘟脸恶作剧》国际服于10月9日上线，上线次日登顶中国港澳台及日本iOS游戏免费榜。另值得关注的是，其三国题材休闲非对称竞技卡牌新游戏《三国：百将牌》，定档10月开启测试。
招商证券指出，公司广告及游戏业务维持亮眼表现，新游储备丰富，商业化价值逐步释放。三季度预期公司实现收入76亿元，同比增长4%；预期实现经调整归母净利润6.5亿元，同比增长175%，环比增长16%。该行看好公司商业化加速及经营杠杆释放带来的盈利能力提升。
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