异动解读 | 索尼盘前大涨5.01%,超预期财报及上调全年指引提振股价

异动解读
Nov 11, 2025

周二(11月11日)盘前,索尼股价大涨5.01%,投资者对公司最新发布的财报表现出积极反应。

索尼公布的2025财年第二季度(7月至9月)业绩超出市场预期。公司实现营收3.108万亿日元,同比增长5%;营业利润达4290亿日元,同比增长10%,远超分析师预期的3984.4亿日元。受益于《鬼灭之刃:无限城篇》等爆款作品,索尼音乐业务利润同比激增27.65%至1154亿日元。此外,图像传感器业务表现强劲,利润飙升近50%至1383亿日元。

更令市场振奋的是,索尼上调了2025财年(截至2026年3月)的业绩指引。公司将全年营业利润预期从此前的1.33万亿日元上调至1.43万亿日元,增幅达7.5%。同时,索尼还宣布了一项规模为1000亿日元的股票回购计划,进一步提振了投资者信心。

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