SG-BILI@EC2605A

Citi's Long Position in Bilibili Increased to 5.52%

Bilibili Reports Exceeding Expectations in Q3 2025, Analyst Recommends Buy

Wall Street Zen Upgrades Bilibili Rating to Buy

Bilibili Becomes Exclusive Danmaku Video Platform for the 2026 Spring Festival Gala

JPMorgan Reduces Position in Bilibili

State Administration of Radio and Television Launches AI Remake Video Regulation, Platforms Clean Up Violations

UBS Raises Bilibili's Revenue and Profit Forecast

Bilibili Announces Continuous Growth in Ad Revenue and Future Commercialization Plans

Jefferies forecasts Bilibili's Q4 2025 performance

Shanghai Jiangqu Network Technology Co., Ltd. Adds Bilibili-Related Company as Shareholder and Increases Registered Capital to 1.1111 million yuan

Citi Group Increases Holdings in Bilibili to 5%

Morgan Stanley Rates Bilibili US Stock 'In Line with the Market'

Bilibili Launches AI Creation Contest

Bilibili's New Year's Eve Gala 2025 Hits Peak Live Viewership of 350 Million

Zhongtai Securities Predicts Bilibili's Performance for Next Three Years and Gives an 'Overweight' Rating

Qianwen APP Serves as Exclusive Sponsor for Bilibili New Year's Eve Gala, Launches New Year AI Creative Activities

Bilibili Launches Radio Host Support Program

Bilibili Launches New Game 'Sparkle Up, Lumi!'

JPMorgan Increases Holdings in Bilibili to 16.19%

BOER POWER

WAI CHUN GROUP

HUAYUEXPRESSWAY

ASIA ENERGY LOG

KNOWLEDGE ATLAS

HING LEE (HK)

JH EDUCATION

TBKS HLDGS

SIMPLICITY HLDG

00700

01024

09626

09988

On February 12th, the Hong Kong stock market closed at noon, with the three major indices collectively adjusting after yesterday's surge, and the Hang Seng TECH Index fell by 1.68%. Technology heavyweight stocks were all weak, with Meituan leading the decline, dropping 4.16%, while Tencent and Alibaba also weakened simultaneously. The catering and retail sectors were dragged down by market sentiment. Despite the overall market weakness, ZIJIN MINING rose against the trend by 2.25%, and YOFC surged by 11.35%. Market funds have entered a wait-and-see period, awaiting inflation data to verify the sustainability of consumer recovery

- On February 12, Hong Kong stocks experienced a technical correction after a previous surge, with major indices all declining.  
- The Hang Seng Index fell 0.89% to 27,024.06, while technology and retail sectors were notably affected, with Tencent down 2.65% and Meituan down 4.16%.  
- Market sentiment is cautious ahead of upcoming macroeconomic data releases, including CPI and unemployment rates, vital for assessing the sustainability of local consumption recovery.

Market Heartbeat

TENCENT

KUAISHOU-W

BILIBILI-W

BABA-W

MNSO

JD-SW

MEITUAN

YUM CHINA

HAIDILAO

HPC HOLDINGS

TOUYUN BIOTECH

HANVEY GROUP

ZIJIN MINING

Hang Seng Index

FL2 CSOP HSI

YOFC

FI CSOP HSI

Meituan

FI2 CSOP HSI

CSOP HS TECH

Hang Seng TECH Index

Hong Kong Stock Market Mid-Review | The Hang Seng Index fell 0.89%, technology weights weakened across the board, Meituan plummeted 4.16%, and YOFC surged 11.35%

On February 12th, the three major indices of the Hong Kong stock market collectively weakened during the session, with the Hang Seng TECH Index falling by 1.58%, leading the market decline. Affected by the escalation of the AI model war, the internet and retail sectors experienced widespread declines, with heavyweight stocks such as Tencent Holdings, Meituan, and Alibaba under pressure. Market sentiment has turned cautious, with funds closely monitoring macro data such as retail sales and imports and exports to verify the strength of the economic recovery

- On February 12, Hong Kong's stock indices experienced a collective downturn after reaching yesterday's highs, with the Hang Seng Index down 0.68% to 27,082.16 points.  
- The technology sector faced significant losses, particularly the Hang Seng Tech Index, which fell 1.58%, pressured by concerns over competition in the AI market.  
- Investors are focusing on macroeconomic data for February, especially retail sales and import-export figures, to gauge local consumption recovery and external demand resilience.

JD-SWR

LEMO SERVICES

TJCD

Tencent Holdings Limited

Tencent

Hong Kong stock market intraday | Hang Seng TECH Index down 1.58%, Tencent down 2.83%, Meituan down 3.38%

02259

01772

00669

01698

09992

00100

02628

06809

02601

ZIJIN GOLD INTL(02259) rose 9.06%, with a trading turnover 1.7 Billion HKD, and a year-to-date rose 56.7%. BILIBILI-W(09626) rose 5.16%, with a trading turnover 1.2 Billion HKD, and a year-to-date rose 31.1%. POP MART(09992) fell 5.49%, with a trading turnover 4.4 Billion HKD, and a year-to-date rose 35.9%. MINIMAX-WP(00100) fell 4.82%, with a trading turnover 681.6 Million HKD, and a year-to-date rose 210.9%.

- The Hang Seng Index increased by 0.31%, with a year-to-date gain of 6.4%, while the Hang Seng Tech Index rose by 0.9%, showing a year-to-date decline of 0.3%.  
- Zijin Mining International (02259) saw a rise of 9.06% with a trading volume of HKD 1.7 billion, resulting in a year-to-date increase of 56.7%.  
- Bilibili-W (09626) grew by 5.16%, with a trading volume of HKD 1.22 billion, reflecting a year-to-date increase of 31.1%, whereas Pop Mart (09992) fell by 5.49%, despite a year-to-date increase of 35.9%.

Top Gainers & Losers

ZIJIN GOLD INTL

GANFENGLITHIUM

TECHTRONIC IND

TME-SW

POP MART

MINIMAX-WP

CHINA LIFE

MONTAGE TECH

CPIC

Top 5 HK Stock Gainers/Losers (>100B) (2.11)

On February 11th, the three major indices of the Hong Kong stock market closed higher collectively, with market sentiment warming up. The Hang Seng Tech Index led the gains, closing at 5499.99 points. In terms of sectors, hardware and automotive stocks performed strongly, with Xiaomi Group surging 4.27% on news of new vehicles, and Bilibili rising over 5% due to valuation recovery; the internet and retail sectors showed mixed performance, with Tencent and Alibaba experiencing slight pullbacks. Capital competition was intense, as the market awaited guidance from macro data such as retail sales and CPI

- On February 11, the Hong Kong stock market showed resilience, with major indices closing positively; the Hang Seng Index rose 0.31% to 27,266.38 points.  
- Notable performers included Xiaomi Group, up 4.27% driven by positive sentiment from new SUV announcements, while the Hang Seng Tech Index climbed 0.90%.  
- Investors are closely monitoring upcoming retail sales and CPI data to gauge the recovery of local consumption amidst cautious market sentiment.

XIAOMI-W

LENOVO GROUP

RIDGE OUTDOOR

ELEGANCEOPTICAL

HAO BAI INTL

ONEROBOTICS

MANY IDEA CLOUD

SMIC

Hong Kong stocks closed | All three major indices rose, with the Hang Seng Tech Index up 0.90%, and Xiaomi Group rising over 4%

On February 11th, the three major indices of the Hong Kong stock market rose slightly during the session, with the Hang Seng Technology Index leading the gains at 0.74%, showing a narrow range of fluctuations overall. In terms of sectors, the hardware and storage sectors performed strongly, with Xiaomi Group surging 4.38% driven by expectations of AI and new products; the internet sector showed divergence, with Bilibili rising 5.41% and Tencent Holdings falling 1.09%. In terms of individual stocks, Synagistics and Ridge Outdoor soared over 35% due to positive news. The current market is in a macro data vacuum period, with investor sentiment primarily cautious

- On February 11, Hong Kong's stock indices showed a slight overall rise, with investor sentiment remaining cautious amid a lack of macroeconomic data.  
- The Hang Seng Index increased by 0.25%, while the Hang Seng Tech Index led gains at 0.74%, although major indices stayed below recent highs.  
- Market focus shifted towards upcoming retail sales and trade data, as well as inflation and unemployment metrics, which are crucial for assessing economic resilience.

SYNAGISTICS

KB LAMINATES

JIAXIN INTL RES

CAM HS TECH

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

ISHARESHSTECH

Xiaomi Corporation

XL2CSOPHSTECH

CAM HS TECH-U

Tianhong Hang Seng TECH ETF(QDII)

XI2CSOPHSTECH

Hong Kong stock market intraday | Hang Seng TECH Index up 0.74%, hardware sector strengthens, Xiaomi surges 4.38%, Tencent down 1.09%

01347

02513

On February 11th, the three major indices of the Hong Kong stock market showed a fluctuating stabilization trend during the trading session, with the Hang Seng Technology Index performing strongly, leading with a rise of 1.05%, indicating a rebound in investor interest in technology growth stocks. The Hang Seng Index slightly increased by 0.21% to 27,239.34 points. Sector performance was notably mixed: the hardware and storage sectors saw widespread gains driven by positive news from Xiaomi's business, with Xiaomi Group rising by 4.55%; the internet sector experienced mixed results, with Bilibili rising over 4% while Tencent saw a slight pullback; the semiconductor sector weakened across the board, with SMIC falling nearly 4%. Additionally, popular stocks Zhihu and Lexin Outdoor showed significant gains. The market is currently focused on the strength of macroeconomic recovery, awaiting further economic data guidance

- On February 11, Hong Kong's main indexes stabilized, with the Hang Seng Index at 27,239.34, rising 0.21%.  
- The Hang Seng Technology Index led with a 1.05% increase, reflecting a recovery in tech stocks, while the Enterprise Index also gained 0.21%.  
- Market focus remains on macroeconomic recovery and liquidity changes, with upcoming trade and retail data essential for assessing domestic demand and export resilience.

HUA HONG SEMI

DRINDA

JLMAG

CNBM

VanEck Semiconductor ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Direxion Semicon Bull 3X

GTJA Allianz SSE STAR Chip Design Thematic ETF

ChinaAMC Hang Seng Technology ETF(QDII)

iShares Semiconductor ETF

SPDR S&P Semicon

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Dacheng Hang Seng Technology ETF(QDII)

Guotai CSI Semiconductor Material Equipment Theme ETF

Hang Seng TECH ETF I

Huaan Hang Seng Technology ETF(QDII)

Hong Kong stock market intraday | Hang Seng TECH Index rose 1.05%, Xiaomi Group rose 4.55%, SMIC fell 3.91%

516010

517770

516190

159869

BILI

512980

516620

Wall Street Zen upgraded Bilibili (NASDAQ:BILI) from a "hold" to a "buy" rating. Other analysts have also raised their price targets, with Sanford C. Bernstein increasing it from $28 to $32. Bilibili's average rating is now "Moderate Buy" with a target price of $29.61. The stock opened at $31.53, showing a 4.4% increase. Institutional investors have been active, with Arrowstreet Capital increasing its holdings by 16.9%. Bilibili is a leading Chinese online entertainment platform focused on animation, comics, and games.

- Bilibili was upgraded by Wall Street Zen from a "hold" to a "buy" rating, with varying target price adjustments by different analysts.  
- The current average rating for Bilibili is "Moderate Buy," with an average price target of $29.61, and institutional investors hold 16.08% of the stock.  
- Bilibili operates a prominent online entertainment platform focused on ACG content, offering video-sharing, streaming, and live broadcasting services.

Market Beat

Guotai CSI Animation Game ETF

AXA SPDB CSI Hugangshen Game and Culture Media ETF

ChinaAMC CSI Cultural Entertainment Media ETF

ChinaAMC CSI Animation Game ETF

Bilibili

GF Fund CSI Media ETF

Guotai CSI Movies Theme ETF

Bilibili (NASDAQ:BILI) Rating Increased to Buy at Wall Street Zen

00HSI

00268

09888

Baidu, KINGDEE INT'L fell over 4%. Alibaba, KUAISHOU-W, BILIBILI-W, HUA HONG SEMI and others fell over 3%. Risk warning and disclaimer: The market has risks, and investment should be cautious. This article does not constitute personal investment advice and does not take into account the specific investment objectives, financial conditions, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article are suitable for their specific circumstances. Investing based on this is at your own risk

Wallstreetcn

KINGDEE INT'L

BIDU-SW

The Hang Seng Index opened down 1.97%, and the Hang Seng Tech Index fell 2.42%

512380

159855

159805

Aletheia Capital has maintained a Buy rating on Bilibili (BILI), with shares closing at $29.75. The analyst consensus for Bilibili is Strong Buy, with a price target of $30.00, indicating a potential upside of 0.84%. Additionally, TipRanks upgraded the stock to Buy with a target of $40.00 in a report on January 29.

- Aletheia Capital maintained a buy rating for Bilibili, with a closing stock price of $29.75.  
- The consensus among analysts is a strong buy, with a target price of $30.00, indicating a potential increase of 0.84%.  
- Additionally, TipRanks upgraded the stock to buy on January 29, setting a target price of $40.00.

Tip Ranks

Yinhua MSCI China A ETF

Yinhua CSI Movies Theme ETF

Penghua CSI Media ETF

Aletheia Capital Keeps Their Buy Rating on Bilibili (BILI)

The Hang Seng Index opened down 0.82%, and the Hang Seng Tech Index fell 1.31%. Bilibili dropped over 4%, Tencent Music and HUA HONG SEMI fell over 3%, and Alibaba, KUAISHOU, SMIC, Meituan, and others dropped over 2%. Baidu rose over 2% and authorized the implementation of a stock repurchase plan totaling no more than USD 5 billion, with the first dividend expected to be announced in 2026

- The Hang Seng Index opened down 0.82%, with the Hang Seng Tech Index falling by 1.31%.  
- Bilibili dropped over 4%, while Tencent Music, Hua Hong Semiconductor, Alibaba, Kuaishou, SMIC, and Meituan all saw declines exceeding 2%.  
- Baidu rose over 2% after announcing a stock buyback plan not exceeding 5 billion USD, with initial dividend distribution expected in 2026.

Tencent Music

Baidu

Alibaba

The Hang Seng Index opened down 0.82%, and the Hang Seng Tech Index fell 1.31%

Feb 4 (Reuters) - Bilibili Inc:* JPMORGAN CHASE & CO'S LONG POSITION IN BILIBILIINCREASES TO 17.61% ON JAN 29 FROM 16.67% - HKEX* JPMORGAN CHASE & CO'S SHORT POSITION IN BILIBILIINCREASES TO 11.57% ON JAN 29 FROM 10.66% - HKEX Source text: Further company coverage:

Reuters

Guotai MSCI China A ESG General ETF

JPMorgan Chase

JPMorgan Chase & Co's Long Position In Bilibili Increases To 17.61% On Jan 29 - HKEX

01093

00670

06886

MINIMAX-WP(00100) rose 10.98%, with a trading turnover 1.1 Billion HKD, and a year-to-date rose 252.1%. KNOWLEDGE ATLAS(02513) rose 8.28%, with a trading turnover 616.0 Million HKD, and a year-to-date rose 109.3%. HTSC(06886) fell 8.24%, with a trading turnover 1.6 Billion HKD, and a year-to-date fell 10%. KUAISHOU-W(01024) fell 4.61%, with a trading turnover 5.1 Billion HKD, and a year-to-date rose 14.9%.

- The Hang Seng Index rose by 0.22% with a year-to-date increase of 4.7%, while the Hang Seng Tech Index fell by 1.07%, resulting in a decline of 0.9% year-to-date.  
- MINIMAX-WP (00100) increased by 10.98%, recording a transaction value of 1.05 billion HKD and a remarkable annual rise of 252.1%.  
- Zhihu (02513) gained 8.28%, with a transaction value of 620 million HKD and a year-to-date increase of 109.3%, while Huatai Securities (06886) dropped by 8.24%.

CSPC PHARMA

CHINA EAST AIR

HTSC

Top 5 HK Stock Gainers/Losers (>100B) (2.3)

美图公司

Deep Research

Appraisal value

In the prior piece, Dolphin Research reviewed Meitu's history, product suite, and competitive landscape in depth. This follow-up focuses on Meitu's growth potential.1) Will large models eat Meitu's lunch? To evaluate its growth, we must ask how vertical platforms defend against general-purpose platforms.As seen across internet cycles, a few lucky players evolved into 'small but mighty' vertical champions. Tencent Music, Kanzhun, and even Bilibili endure thanks to distinctive attributes. Most others faded into the background, becoming stepping stones as tech giants broadened their ecosystems...

SG-BILI@EC2605A(22184.HK)

Hong Kong Stock Market Mid-Review | The Hang Seng Index fell 0.89%, technology weights weakened across the board, Meituan plummeted 4.16%, and YOFC surged 11.35%

Hong Kong stock market intraday | Hang Seng TECH Index down 1.58%, Tencent down 2.83%, Meituan down 3.38%

Top 5 HK Stock Gainers/Losers (>100B) (2.11)

Hong Kong stocks closed | All three major indices rose, with the Hang Seng Tech Index up 0.90%, and Xiaomi Group rising over 4%

Hong Kong stock market intraday | Hang Seng TECH Index up 0.74%, hardware sector strengthens, Xiaomi surges 4.38%, Tencent down 1.09%