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05.12.25 - 04:15
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Research: CMSI: Top Picks in CN Internet Sector TENCENT/ BABA-W/ BILIBILI-W (AAStocks)
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CMSI released a research report forecasting accelerated integration of AI models in 2026. The US led in powerful agents and multimodal systems, such as GPT-5 and Gemini 3, but China is rapidly closing the gap through highly efficient open-source models, bringing intense competition to the global market.Regarding China's inte......
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03.12.25 - 15:06
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Shanghai launches clampdown on property market doom-mongering (SCMP)
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Shanghai has launched a crackdown on online content that talks down the property market, as the sector remains mired in a prolonged downturn and two leading data providers pull back on releasing updated sales figures for China's top developers.
The Shanghai branch of the Cyberspace Administration of China said it had instructed platforms including RedNote and Bilibili – often dubbed China's answer to Instagram and YouTube – to remove content deemed to be spreading misleading or alarmist......
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28.11.25 - 05:15
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Research: BofAS Trims BILIBILI-W TP to $242, Reaffirms Buy Rating (AAStocks)
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BILIBILI-W (09626.HK)'s faster organic user growth and time spent growth YTD without heavy marketing expenses was under appreciated by the market, BofA Securities wrote in its research report. As the arduous situation in online gaming tapered off and the potential for ads monetization became evident, the company was expected......
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28.11.25 - 05:06
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Huawei′s ′genius youth′ takes over as Swancor chair (Digitimes)
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Swancor Advanced Materials, the STAR Market–listed maker of high-performance composites and corrosion-resistant materials, has entered a new phase after naming Peng Zhihui — the Bilibili tech star "Zhi Hui Jun" — as chairman. All nine directors unanimously approved the move at the board's first meeting on November 25, 2024, in compliance with Company Law and STAR Market rules, according to ICsmart and 36Kr....
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19.11.25 - 05:30
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Research: JPM Lifts BILIBILI-W's TP to HKD210; Advertising Growth Positive (AAStocks)
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BILIBILI-W (09626.HK) maintained a robust 23% YoY growth in advertising revenue for 3Q25, according to JPMorgan's research report. Benefiting from an increase in advertisers, its advertising revenue also grew by 30% YoY during the Double 11 period in 4Q25.It is worth noting that although BILIBILI-W's sales and administra......
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17.11.25 - 05:00
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Research: CMSI: BILIBILI-W 3Q Results Beat; Profit Outlook Keeps Improving (AAStocks)
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BILIBILI-W (09626.HK)'s 3Q25 revenue rose by 5% YoY, in line with expectations, while non-GAAP operating profit and net profit beat expectations by 6% and 22% each, mainly due to better-than-expected cost control and AI-driven efficiency improvements, CMSI released a research report saying. Therefore, the broker rated BILIBI......
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14.11.25 - 09:45
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Research: G Sachs: BILIBILI-W 3Q Ad Rev. Growth Accelerates (AAStocks)
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BILIBILI-W (09626.HK) experienced accelerated growth in advertising revenue for 3Q25, according to Goldman Sachs' research report. Adjusted EPADS beat expectation due to operating leverage. Attention should be paid to the momentum of advertising growth and the performance of the game Three Kingdoms.BILIBILI-W's 3Q25 reve......
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