异动解读 | 微博-SW股价盘中大涨5.21%,一季度净利润同比增长超1倍

异动解读
22 May

港股市场今日盘中,微博-SW(09898)股价大幅上涨5.21%,引发投资者关注。据悉,这一涨幅主要受到公司发布的2025年第一季度财报利好消息推动。

根据微博公布的财报显示,2025年第一季度,公司实现净收入3.969亿美元,与去年同期基本持平。然而,归属于微博股东的净利润达到1.07亿美元,同比大幅增长116.36%,超出市场预期。这一亮眼的利润增长成为推动股价上涨的主要因素。

此外,微博在用户增长方面也表现不俗。截至2025年3月底,微博月活跃用户数达到5.91亿,日活跃用户数为2.61亿,显示出公司用户基础的持续扩大。值得注意的是,微博在人工智能应用方面取得积极进展,其AI驱动的"微博智搜"功能已向全部用户开放,用户规模和日均检索量均实现可观增长。在商业化方面,公司在内容营销领域保持优势,并进一步提升了信息流竞价广告的投放效率,整体广告业务保持稳健发展。特别是来自阿里巴巴的广告及营销收入同比增长89%,显示出强劲的增长势头。

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