中金公司发表研究报告指,哔哩哔哩-W(09626.HK) 于7月10日在上海举办了2026年投资者日,与投资人就社区、广告及游戏业务等主题进行分享交流。该行认为,在AI时代,公司作为优质内容社区平台更具稀缺性,其广告商业化在流量、场景探索和分发效率层面具备发展潜力。报告指出,在广告业务方面,公司计划未来深耕搜索、播放页及大屏场景,并计划在内容深度理解、AI视频素材生成和智能分发匹配算法迭代层面取得...
Source Link中金公司发表研究报告指,哔哩哔哩-W(09626.HK) 于7月10日在上海举办了2026年投资者日,与投资人就社区、广告及游戏业务等主题进行分享交流。该行认为,在AI时代,公司作为优质内容社区平台更具稀缺性,其广告商业化在流量、场景探索和分发效率层面具备发展潜力。报告指出,在广告业务方面,公司计划未来深耕搜索、播放页及大屏场景,并计划在内容深度理解、AI视频素材生成和智能分发匹配算法迭代层面取得...
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