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(09626.HK) 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。该行将哔哩哔哩...
Source Link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(09626.HK) 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。该行将哔哩哔哩...
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