爱奇艺(IQ)今日盘中股价大跌5.06%，引起了市场的关注。
消息面上，华泰证券发布研究报告，维持对爱奇艺的“买入”评级，但下调了公司2026-2027年的盈利预测。尽管报告同时指出爱奇艺第四季度收入与利润略超预期，长剧市占率稳居第一，且海外会员收入同比增长40%，但盈利预测的下调可能被市场解读为短期增长面临压力，从而影响了投资者情绪。
华泰证券在报告中表示，爱奇艺聚焦核心业务、新业务及AIGC生态三大战略，其iQIYI LAND轻资产模式有望释放IP长期价值，并看好公司第二增长曲线的逐步兑现。基于0.7倍2026年市销率，华泰证券给出了2.86美元的目标价。
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