Core Viewpoint - Bilibili (BILI.US) shares rose over 5% to $30.05 following the announcement of new game releases, indicating positive market sentiment towards the company's upcoming gaming portfolio [1] Group 1: Game Releases and Expectations - Bilibili announced the upcoming release of the asymmetric strategy card game "Three Kingdoms: Hundred Generals Card" on October 10, with expectations for a formal launch in early 2024 [1] - The company is set to launch the exclusive SLG game "Three Kingdoms: Strategize the World," which is anticipated to perform well, contributing to revenue growth [1] - Management expects "Three Kingdoms: Hundred Generals Card" to achieve daily active users (DAU) in the million range, with a formal release planned for the 2026 Spring Festival [1] Group 2: Additional Game Releases - "Dudu Face Prank" is a mobile anime RPG featuring cute characters, expected to launch in Q4 of this year [1] - "Escape from Duckkov" is a single-player top-down shooter PC game, also anticipated to be released in Q4 of this year [1]

Core Viewpoint - Bilibili (BILI.US) has seen a stock increase of over 5%, reaching $30.05, following the announcement of its new game "Three Kingdoms: Hundred Generals Card" set to begin testing in October, with expectations for significant contributions to revenue in 2024 [1] Group 1: Game Releases and Expectations - The game "Three Kingdoms: Hundred Generals Card" is a non-symmetric strategy casual card game, with management anticipating it will achieve daily active users (DAU) in the millions, officially launching during the 2026 Spring Festival [1] - Bilibili is set to launch an exclusive SLG game titled "Three Kingdoms: Strategize the World" in 2024, which is expected to perform well and contribute to revenue growth [1] - Additional game releases include "Dudu Face Prank," a mobile anime RPG expected to launch in Q4 of this year, and "Escape from Duckkov," a single-player top-down shooter PC game also anticipated for Q4 release [1]

法拉利跌12.7%，公司下调电动车销量目标。达美航空涨7.3%，Q4及全年业绩指引强劲。配送机器人公 司Serve Robotics涨11.7%，与DoorDash达成合作。安博教育涨49.8%，推出实时翻译平台WeSpeak。哔 哩哔哩涨6.1%，《三国：百将牌》测试在即。 ...

华泰证券认为，中国厂商通过高规格的游戏项目投入目前已经在海外逐渐站稳脚跟，尤其是国产二次元 游戏向日本的文化输出，依靠精美的制作和差异化的玩法已捕获众多玩家心智。同时，多端化发行也逐 渐成为中国厂商出海标配。看好中国出海游戏厂商在研发制作和本地化运营方面的潜力，并同时看好日 本具备经典IP穿越周期能力的头部厂商，建议重点关注任天堂、哔哩哔哩等。(格隆汇) | BILI 哔哩哔哩 | 03 | | --- | --- | | 28.520 + +0.760 +2.74% | 收盘价 10/08 15:59 美东 | | 30.330 + 1.810 +6.35% | 盘前价 10/09 04:08 美东 | | 雪 5 24 4 8 8 8 8 0 0 | ● 快捷交易 | | 最高价 28.660 开盘价 28.460 | 成交量 152.46万 | | 最低价 28.040 昨收价 27.760 | 成交额 4329.08万 | | 平均价 28.394 | 市盈率TTM 390.68 总市值 117.88亿 (1) | | 振 幅 2.23% | 市盈率(静) 亏损 总股本 4.13亿 | | 换手率 0 ...

哔哩哔哩-W(09626)涨超7%，截至发稿，涨7.23%，报237.2港元，成交额13.54亿港元。 消息面上，今年9月10日，哔哩哔哩首曝了三国题材休闲非对称竞技卡牌新游戏《三国：百将牌》，并 定档10月开启测试。招商证券指其有望于明年初正式上线贡献增量。该行认为，公司2024年上线独家代 理SLG游戏《三国：谋定天下》表现优秀，后续多款游戏产品储备有望持续贡献业绩增量，多行业广告 份额提升明显，商业化潜力充足。 近期，OpenAI发布Sora2，迅速登顶App Store免费应用榜首。华泰证券认为，Sora2及其配套社交应用的 发布标志着AI视频生成与社交互动进入融合阶段，有望重塑内容创作和分发生态，或迎来AI视频生成 的ChatGPT时刻。随着多模态AI大模型能力持续提升，视频/社交/游戏/广告/电商等产业或迎来效率提升 与商业模式变革。建议关注AI应用侧进展。华创证券指，哔哩哔哩为稀缺PUGV中视频平台，AI改善内 容创作想象空间大。 ...

近期，OpenAI 发布Sora 2，迅速登顶App Store免费应用榜首。华泰证券认为，Sora2及其配套社交应用 的发布标志着AI视频生成与社交互动进入融合阶段，有望重塑内容创作和分发生态，或迎来AI视频生 成的ChatGPT时刻。随着多模态AI大模型能力持续提升，视频/社交/游戏/广告/电商等产业或迎来效率提 升与商业模式变革。建议关注AI应用侧进展。华创证券指，哔哩哔哩为稀缺PUGV中视频平台，AI改善 内容创作想象空间大。 消息面上，今年9月10日，哔哩哔哩首曝了三国题材休闲非对称竞技卡牌新游戏《三国：百将牌》，并 定档10月开启测试。招商证券指其有望于明年初正式上线贡献增量。该行认为，公司2024年上线独家代 理SLG游戏《三国：谋定天下》表现优秀，后续多款游戏产品储备有望持续贡献业绩增量，多行业广告 份额提升明显，商业化潜力充足。 智通财经APP获悉，哔哩哔哩-W(09626)涨超7%，截至发稿，涨7.23%，报237.2港元，成交额13.54亿港 元。 ...

甲骨文跌超4% 甲骨文盘中跌超4%。消息面上，当地时间9月24日，甲骨文向美国证监会提交文件，启动180亿美元投资级债券发行。甲骨文称，债券发行所得款项可用 于一般公司用途，包括股票回购、偿还债务和收购。 | < W | 甲骨文(ORACLE) | | | | --- | --- | --- | --- | | ORCL.N | | | | | 293.870 | | 股本 28.42亿 市盈 67.1 量 1836.1万 | 万得 | | -14.590 -4.73% | | 换 0.65% 市值 8351亿 市净 34.57 | 참■ | | 盘中▼ 五日 | | 日K 朝冬 周K 月K | | | 普加 | | 均价:294.726 | | | 327.420 | | 6.15% 卖一 293.940 | 20 | | | | 买一 293.740 | 8 | | | | 11:40 293.895 | 100 | | | | 11:40 293.895 | 16 | | 308.460 | | 0.00% 11:40 293.870 | 102 | | | | 11:40 293.870 | 101 ...

Core Viewpoint - Bilibili (BILI.US) stock rose by 2.8% in pre-market trading following the approval of 156 games by the National Press and Publication Administration, marking the third month this year with over 150 game approvals [1] Group 1: Game Approvals - On September 24, the National Press and Publication Administration released a new batch of game approvals, including 145 domestic games and 11 imported games [1] - This approval marks the third time in 2023 that the monthly number of game approvals has exceeded 150 [1] Group 2: New Game Launch - Bilibili's new strategy card game, "Three Kingdoms: Hundred Generals Card," was revealed at the beginning of the month [1] - The game is currently available for pre-registration and is set to enter its first public test in October [1] - "Hundred Generals Card" is Bilibili's second game based on the Three Kingdoms theme and features a new asymmetrical casual competitive card format [1] Group 3: Stock Performance - As of September 24, Bilibili's closing price was $26.270, with a pre-market price of $27.010, reflecting a 2.82% increase [1] - The stock's 52-week high and low are $31.770 and $14.470, respectively, indicating significant volatility [1] - The total market capitalization of Bilibili is approximately $10.846 billion [1]

Core Viewpoint - Bilibili has regained confidence in its gaming business with the launch of its new game "Three Kingdoms: Hundred Generals Card" following the success of "Three Kingdoms: Strategize the World" [5][6][8] Summary by Sections Game Launch and Expectations - Bilibili's new game "Hundred Generals Card" is a strategic card game based on the Three Kingdoms IP, which is expected to attract younger users and diversify the gaming portfolio [5][10] - The previous game "Strategize the World" achieved significant success, topping the iOS free game chart and generating over 838.3 million yuan in revenue within five days of launch [5][6] Financial Performance - "Strategize the World" has shown impressive growth, with revenue increasing by 84%, 79%, 76%, and 60% over four consecutive quarters, indicating a strong future outlook for Bilibili's gaming business [8][9] Market Positioning and Strategy - Bilibili's strategy is shifting from a reliance on two-dimensional games to a broader gaming approach, with "Hundred Generals Card" seen as a key part of this transition [9][18] - The game features innovative gameplay that combines traditional card game mechanics with competitive elements, aiming to attract a wide range of players, including casual gamers [10][12] Gameplay Mechanics - "Hundred Generals Card" incorporates a unique 1V2 asymmetric competitive card gameplay and a 2V3 five-player mode, simplifying the entry for new players while enhancing the competitive experience [10][14] - The game is designed for quick play sessions of about three minutes, appealing to casual gamers and those with limited time [12][18] Community and Ecosystem - Bilibili's strong community and user base provide a significant advantage for promoting and operating its games, positioning it as a leading platform in the gaming community [24] - The company aims to leverage its existing user base to enhance the game's visibility and engagement [24] Commercial Potential - The commercial success of "Hundred Generals Card" will depend on its gameplay mechanics and user experience, with potential for significant revenue if it effectively captures the interest of both casual and dedicated gamers [24][26]

Core Viewpoint - Bilibili has regained confidence in its gaming business with the launch of a new game, "Three Kingdoms: Hundred Generals Card" (referred to as "Hundred Generals"), which is expected to build on the success of its previous game "Three Kingdoms: Strategize the World" [2][4][41] Group 1: Game Launch and Expectations - Bilibili's new game "Hundred Generals" is the second title based on the Three Kingdoms IP, following the successful launch of "Strategize the World" [2][4] - CEO Chen Rui highlighted the importance of targeting younger users and diversifying game genres during a recent earnings call, indicating that several new attempts in this direction will be revealed soon [3][4] - "Strategize the World" achieved remarkable success, topping the iOS free game chart on its launch day and generating over 838.3 million yuan in revenue within the first five days [3][4] Group 2: Financial Performance and Market Position - "Strategize the World" has shown consistent growth, with revenue increasing by 84%, 79%, 76%, and 60% year-over-year over four consecutive quarters, indicating a strong market position for Bilibili's gaming business [7] - The success of "Strategize the World" has boosted the morale of Bilibili's gaming division and demonstrated the company's ability to diversify beyond its traditional focus on anime and two-dimensional games [4][7] Group 3: Gameplay and Innovation - "Hundred Generals" features innovative gameplay that combines classic card game mechanics with competitive elements, aiming to attract a broader audience [10][11] - The game is designed for quick play sessions of about three minutes, making it suitable for casual gamers and those who enjoy traditional card games [12][13] - The introduction of 11 ability tags and various gameplay mechanics aims to enhance user experience and engagement, balancing casual and competitive play [16][17] Group 4: Market Trends and Strategic Positioning - The gaming industry is experiencing a shift towards card games, with recent successes indicating a growing audience for this genre [20][22] - Bilibili's strategy to launch "Hundred Generals" aligns with current market trends and aims to leverage the popularity of the Three Kingdoms IP while filling the user ecosystem established by "Strategize the World" [23][24] - The company is positioned to capitalize on its community and channel advantages, as it is recognized as one of the best gaming communities in China [38][40]