异动解读 | 爱奇艺股价夜盘飙升12.27%,短剧业务前景看好

异动解读
25 Mar

3月24日周一夜盘交易时段,中国流媒体巨头爱奇艺(股票代码:IQ)股价大幅上涨12.27%,引发市场广泛关注。这一显著涨幅背后有两大主要推动因素。

首先,高盛发布的最新研报对爱奇艺2025年的内容储备和短剧业务发展前景表示乐观。高盛维持对爱奇艺"中性"评级,并将12个月目标价定为2.50美元,较先前收盘价有近8%的上涨空间。分析师预计,爱奇艺在2025年将拥有更优质的内容库,同时公司在微剧和短剧业务方面的进展也十分顺利。

其次,爱奇艺宣布与星空华文传媒(港股代码:06698)和欢乐时光影业达成战略合作,共同推出"百部港片微短剧计划"。该计划将精选100部经典香港电影IP,以微短剧的形式进行改编,涵盖动作、喜剧、爱情、警匪等多种类型。这一举措不仅有望重现香港电影黄金时代的独特风格与情怀,还将通过公开征集方式吸引优秀的编剧、导演和演员人才参与其中,进一步增强了市场对爱奇艺内容创新能力的信心。

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