智通财经APP获悉，哔哩哔哩-W(09626)涨近4%，截至发稿，涨3.67%，报172.4港元，成交额1.41亿港元。
消息面上，高盛研报指出，目前该行覆盖的中国内地游戏板块估值接近过去5年历史水平的下限。但今年首季中国内地游戏发行商展现韧性，合计国内收入按年增长13%，海外销售按年增长32%。随着市场进入旺季，多款新游戏相继推出，该行预期市场将维持强劲势头。高盛对哔哩哔哩持正面看法，预期第二及第三季游戏广告预算增加推动广告收入表现强劲，新的《三国》游戏有望获得广泛用户参与。
哔哩哔哩-W将于5月19日披露26年首季度财报，花旗预期公司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。
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