CT-BILI@EP2608A.P (26088) News

Express News | HKEX filings show that Morgan Stanley has reduced its stake in Bilibili (09626.HK) from 6.63% to 5.99%.

BreakingsJul 15 17:42

Hong Kong Market Movement | Gaming stocks rise collectively; sector earnings in H1 expected to show strong growth, potentially driving valuation recovery

Gaming stocks rose collectively. As of the time of writing, Tencent (00700) gained 3.68% to HK$473; Xindong Interactive (02400) rose 3.6% to HK$43.7; Tanwan (09890) increased by 3.34% to HK$10.82; and Bilibili-W (09626) climbed 2.25% to HK$140.9.

Zhitong FinanceJul 15 13:40

BML2026 Reúne a Un Elenco Estelar De Las Principales Franquicias De Videojuegos De Estilo Anime De China

PR NewswireJul 14 18:50

Express News | According to Hong Kong Exchange disclosures, BlackRock's stake in Bilibili-WH shares decreased from 5.39% to 4.99% on July 8.

BreakingsJul 14 17:05

《Major Brokerage》CMB International: Bilibili (09626.HK) sees two key games launching in Q4 as a near-term catalyst

CMB International published a report noting that Bilibili-W (09626.HK) held its 2026 Investor Day event on July 10, during which management shared updates on its community ecosystem, monetization progress, and gaming business. Key highlights include: (1) sustained healthy growth in user scale, time spent on platform, and commercial value, alongside further enrichment of its high-quality content ecosystem; (2) advertising revenue is expected to continue outpacing industry growth, driven by traffic expansion, diversified usage scenarios, implementation of vertical-specific solutions, and AI-enabled capabilities; (3) the gaming business is focusing on strategies centered on youth appeal, leadership in niche categories, and long-term operations, with a target to launch at least two new long-term titles within the next three years.

AASTOCKSJul 14 15:28

Bilibili's Advertising Segment Likely Remains Main Growth Driver -- Market Talk

WSJJul 14 10:22

Express News | Ministry of Foreign Affairs: **** will attend the opening ceremony of the 2026 World Artificial Intelligence Conference and the High-Level Meeting on Global Governance of Artificial Intelligence and deliver a keynote speech.

BreakingsJul 13 15:04

Goldman Sachs: Chinese equities show 'rotation signals,' with A-share hard-tech stocks still favored and H-share internet firms seeing earnings recovery.

Goldman Sachs’ latest China strategy maintains its tactical preference for A-shares over H-shares and hard tech over soft tech, but has started paying attention to the recovery potential of large-cap H-share internet stocks following their valuation adjustments. The key to sustained H-share rebounds lies not in valuations but in earnings: losses from internet subsidies and AI-related capital expenditures continue to weigh on profits. China’s AI sector as a whole is not viewed as a bubble, though signs of localized overheating have emerged in semiconductors and certain A-share hard tech segments.

wallstreetcnJul 13 10:34

CICC: Maintains Bilibili-W (09626) at Outperform rating with a target price of HK$194

The company believes that the number of self-developed games in its gaming business will increase gradually, with an overall cautious approach to project initiation and a preference for high-quality titles.

Zhitong FinanceJul 13 09:15 · Ratings

400,000 Visitors Flock In Over Three Days: Bilibili World Is More Than Just an Otaku Celebration

① BW2026 attracted approximately 400,000 attendees from over 30 countries and regions worldwide, marking a further increase in geographic reach compared to last year. This year, 170 global exhibitors participated, showcasing nearly 1,000 itasha (anime-themed cars) and drawing more than 60,000 cosplayers for on-site interaction; ② BW is not only a platform for ACGN content providers—brands from sectors such as electronics, fast-moving consumer goods, toys, cosmetics, and automotive are also entering the space.

cls.cnJul 12 21:36

Bilibili-W (09626.HK) 2026 Investor Day: Clear Pathway for Commercialization Growth

Company Updates: Bilibili held its 2026 Investor Day in Shanghai on July 10, where the company engaged with investors on topics including its community, advertising business, and gaming business. Commentary: The community possesses scarcity value within the industry chain.

CICCJul 11 13:36

BW 2026 boosts Shanghai's summer tourism, with hotel bookings within a 3-kilometer radius surging over 37% week-on-week.

Gelonghui, July 11 | On July 10, Bilibili World 2026, Asia's largest offline anime and gaming event, officially kicked off at the National Exhibition and Convention Center in Shanghai. It is reported that on the day ticket sales opened, premium membership tickets sold out in 17 seconds and general admission tickets in 33 seconds. The venue was packed on the opening day, with the 'otaku' craze becoming a key driver of Shanghai's summer tourism market. According to Tongcheng Travel data, as of July 10, flight booking interest to Shanghai rose 41% week-over-week, with Beijing, Guangdong, Sichuan, Shaanxi, and Shandong ranking as the top five source regions. Around the exhibition venue...

Gelonghui FinanceJul 11 12:21

BW2026 kicks off: Marvel Studios creates a real-life Avengers 5 experience, with Kevin Feige set to appear at the comic convention.

Sina Tech News, July 10 afternoon — Bilibili World 2026 (hereinafter referred to as "BW2026") is being held from July 10 to 12 at the National Exhibition and Convention Center in Shanghai. This year’s event features more than 170 exhibitors, marking the largest scale in the event’s history. At the venue, Marvel Studios is promoting its upcoming film Avengers: Doomsday, with the main stage of its booth meticulously recreating the throne hall of the villain Doctor Doom. Digital screens at the booth display a global theatrical release countdown for the film. In addition, the Marvel zone brings together four major Marvel IPs—Black Panther, X-Men, Fantastic Four, and The Avengers—and faithfully recreates scenes from multiple films.

Sina TechnologyJul 10 17:30

Genshin Impact Returns to BW2026; Giant 'Furina' Draws Crowds for Photos

Sina Tech News, July 10 afternoon — Bilibili World 2026 (hereinafter referred to as "BW2026") is being held from July 10 to 12 at the National Exhibition and Convention Center in Shanghai. This year’s event features over 170 exhibitors, marking a record-high scale, with an even more diverse lineup of intellectual property (IP) content. Among them, 130 global game developers and publishers—including Arknights and Delta Force—are participating. Genshin Impact has also returned to BW2026 this year. At the venue, Genshin Impact’s booth drew large crowds with its giant “Focalors” display, prompting many attendees to take photos. Additionally, the booth features a life-size recreation of Sanduo from the game.

Sina TechnologyJul 10 16:24

Tech and internet stocks continued their recent rebound, as Hong Kong-listed internet giants aggressively implemented AI initiatives, with the Hang Seng Tech Index trading near its lowest valuation in the past decade.

July 10 — Hong Kong-listed tech stocks continued their recent rebound. As of the time of writing, Xiaomi rose nearly 3%, JD.com gained over 3%, Alibaba Group Holding Limited increased by nearly 3%, Kuaishou Technology rose more than 2%, and Baidu, Inc. climbed nearly 2%.

Zhitong FinanceJul 10 13:48

Goldman Sachs calls for bullish positions on China's AI: global funds have allocated only 1.2% to a sector with a $4 trillion market capitalization

Goldman Sachs recommends going long on China's AI value chain, betting on the misalignment between revenue contribution and global positioning.

BlockBeatsJul 9 15:37

Goldman Sachs makes a strong call: Go long on China's AI value chain

As investors pull capital out of South Korea’s two leading memory chip giants—the top performers globally this year—and seek alternative assets with more attractive valuations, the Chinese market is clearly standing out…

cls.cnJul 9 11:31

Hong Kong Market Snapshot | All three major indices rose, with the Hang Seng Tech Index surging nearly 5%; tech and internet stocks performed strongly, Alibaba gained over 12%, and Xiaomi rose nearly 10%; AI application-related stocks strengthened, with Z

Tech and internet stocks rose across the board, with Alibaba-W up 12.21% and Xiaomi Group-W up 9.52%; shares in the smartphone supply chain strengthened, with Kingboard Group down 12.23% and Xiaomi Group-W up 9.52%; mobile gaming stocks also advanced collectively, with Kingsoft up 6.48% and Bilibili-W up 5.04%.

Futu NewsJul 8 16:22

Hong Kong Stock Market Update | Bilibili-W (09626) Rises Over 5% as Advertising Business Drives Continued Improvement in Revenue Mix; New Share Buyback Plan Expected to Elicit Positive Market Reaction

Bilibili-W (09626) rose more than 5%. As of this report, it was up 4.16% at HK$142.7, with a trading volume of HK$404 million.

Zhitong FinanceJul 8 15:25

Qimai Research Institute: June's new game 'Beneath the Nightfall' debuted at No. 11 on the download chart in its first month of open beta, becoming the biggest dark horse on the popular games chart.

The new game 'Beneath the Nightfall,' launched in June, has performed exceptionally well, successfully entering the top 11 of this month's download rankings.

Zhitong FinanceJul 8 14:22