Haitong International says China’s Bilibili (BILI.O) has a content-value edge amid fragmented, AI-driven content supply, supporting sustained user growth among mid-to-long-form video platforms and stronger advertising revenue. Haitong raised its PT t

2026-08-17

Haitong International says China’s Bilibili (BILI.O) has a content-value edge amid fragmented, AI-driven content supply, supporting sustained user growth among mid-to-long-form video platforms and stronger advertising revenue. Haitong raised its PT to $26 from $21, retained an Outperform rating and said Bilibili’s valuation should be rerated. It forecasts adjusted operating profit of RMB 3.086 bln for FY2026, up 26% YoY, with second-quarter adjusted operating profit seen rising about 20%.