BILIBILI-W (09626) shares surged 7.44% in intraday trading, with the stock price reaching HK$205.2 and a turnover of HK$1.058 billion. The impressive rally is primarily attributed to the breakout success of BILIBILI's self-developed PvE game "Escape from Dakov", which has sold over 3 million copies and reached a peak of 300,000 concurrent users.
Industry analysts are optimistic about BILIBILI's growth prospects. Guosheng Securities noted that the company might extend "Escape from Dakov" from PC to consoles and mobile platforms, potentially leveraging the IP for sustained monetization. Additionally, BILIBILI's upcoming strategy game "Three Kingdoms: Generals' Cards", slated for release in Q1 2026, is expected to further diversify its gaming portfolio and drive growth.
Goldman Sachs maintains a "Buy" rating on BILIBILI, citing the company's robust content ecosystem, strong user engagement, and improved ad monetization through AI implementation. The bank anticipates that new game releases in 2026 will fuel further upside for the stock. Reflecting this positive outlook, Goldman Sachs has raised its H-share target price to HK$240 from HK$234, and increased its ADR target to $30.8 from $30, signaling continued confidence in BILIBILI's growth trajectory.
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