《大行》瑞銀對嗶哩嗶哩(BILI.US)持建設性看法 續予「買入」評級
瑞銀發表研究報告指,嗶哩嗶哩-W(09626.HK)(BILI.US)在投資者日中展現出AI賦能潛力,公司採用大型語言模型和視覺語言模型,有助於更好地理解用戶行為,從而實現更準確的推薦,公司又將AI GC應用於其廣告產品。這些措施使電商廣告客戶的點擊率提高14%。從中期來看,公司強調人工智能代理功能,可進行智能廣告投放,對廣告商具有相當大的自動化潛力。該行預計,公司今年廣告業務將錄得18%增長,表現優於內地整體行業。
該行表示,由於嗶哩嗶哩的遊戲業務持續改善、加上廣告勢頭穩健,人工智能賦予業務上行空間,並受惠於中國年輕一代具韌性的休閒消費,對公司持建設性看法,維持其目標價30美元及「買入」評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.