挚文集团(MOMO)今日盘中股价大涨5.01%,引发市场广泛关注。作为中国领先的陌生人社交平台,挚文集团近期的强劲财务表现和显著被低估的估值或是推动股价上涨的主要因素。
根据挚文集团最新发布的财报显示,公司仍保持着强劲的盈利能力。2024年全年,挚文集团实现调整后净利润12.33亿元,净利润率超过10%,毛利率更是高达30%以上。尽管营收有所下滑,但公司仍然是一台高效的"印钞机"。更值得注意的是,挚文集团账上拥有约14亿美元的净现金,远超其目前约11亿美元的市值。
分析人士指出,挚文集团的股价上涨可能反映了投资者对中概社交股被严重低估的认知正在改变。除挚文集团外,包括微博、知乎在内的多家中国社交媒体公司的股价都已跌破账面价值,形成所谓的"烟蒂股"现象。然而,这些公司普遍具有高毛利、轻资产、强网络效应等特点,与传统意义上的"烟蒂股"有所不同。随着市场对这些公司基本面的重新评估,可能会带来估值的修复。
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