金吾财讯 | 哔哩哔哩(BILI)盘前延续升势，暂报26.13美元，涨5.79%。国信证券表示，看好商业化潜力，维持“优于大市”评级。考虑到广告业务表现优异以及良好的成本费用控制能力，该机构上调盈利预测，预计公司2025/26/27 年归母净 利润分别为 12.23/20.41/32.51 亿元（ 前值为7.56/17.61/29.42 亿元），经调后净利润分别为 25.48/33.66/45.76 亿元（前值为 20.81/30.86/42.69 亿元），对应同期 31/24/17x PE。公司社区及用户优势显着，AI 等新科技加持下游戏、广告及增值服务等业务均存在较好的成长空间，当前市值及估值具备较好的向上弹性，该机构看好公司长期发展潜力，维持“优于大市”评级。高盛表示，公司明年新游戏产品管线有望带动业务潜在上行。该行维持对其“买入”评级，H股目标价由234港元升至240港元，美股目标价由30美元升至30.8美元。
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