智通财经APP获悉，哔哩哔哩-W(09626)涨超5%，截至发稿，涨5.16%，报252.8港元，成交额10.5亿港元。
消息面上，国信证券发布研报称，哔哩哔哩有望承接更多游戏及AI应用广告主投放预算。游戏行业方面，2025年游戏版号快速增长，据新闻出版署数据，25年App/PC/主机游戏版号数量同比增速近60%（不含休闲类游戏），预计2026年头部游戏厂商新游推广流量争夺更激烈、行业整体预算增加，该行测算2026年B站游戏广告增速可实现超30%的同比增速。AI应用方面，26年AI应用广告主投流预算显著增加，B站用户与AI核心客群重叠度高，AI应用广告主可在B站买到高留存用户。
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