海通国际发表研究报告指，当前内容竞争碎片化，市场上充斥着AI生成内容，对比之下哔哩哔哩的内容价值日益突显，是少数在中仍能维持用户增长的中长视频平台，看好内容生态有助带动广告强劲增长，配合用户流量稳健提升，已成为平台的竞争优势。该行认为，哔哩哔哩目前估值偏低，应获重新评级，维持哔哩哔哩(BILI.US)美股“跑赢大市”评级，将目标价由21美元上调至26美元。海通国际目前预测哔哩哔哩2026财年经调整经营溢利为30.86亿元人民币，按年增长26%，当中次季经调整经营溢利料增长20%。
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