智通财经APP获悉，花旗发布研报称，维持对哔哩哔哩(BILI.US)美股目标价27美元及“买入”评级，看好其强劲的广告增长势头将推动未来利润增长。预期哔哩哔哩-W(09626)今年第一季收入将同比增长7%至75亿元人民币，非公认会计准则经营利润为5.53亿元人民币，均大致符合市场预期。当中，料广告收入同比增长26%，并有进一步上行潜力，受惠于广告场景的持续开拓、AI推动的效率提升以及用户消费力增长。
考虑到季节性因素及对AI投资的逐步加大，该行维持第一季经调整经营利润率为7.2%的预测。此外，数据显示新游戏《三国：百将牌》软启动后，下载量排名表现不强，但相信公司将在夏季假期临近时启动推广活动。
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