金吾财讯 | 哔哩哔哩（BILI）盘中上扬2.07%，暂报17.00美元，成交额1228.85万美元。消息面上，哔哩哔哩将于北京时间08月27日发布财报，市场普遍预计，美国会计准则下，公司2026Q2将实现营收79.24亿元，同比增加7.99%；每股收益0.811元，同比增加58.98%。此外，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，是少数仍能维持用户增长的中长视频平台，看好内容生态带动广告强劲增长，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，维持哔哩哔哩美股“跑赢大市”评级，将目标价由21美元上调至26美元。
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