周一盘中,爱奇艺(IQ)股价大涨5.10%,引发市场关注。尽管公司面临收入压力,但投资者似乎对其利润前景保持乐观。
根据招银国际的最新报告,预计爱奇艺2025年第二季度总营收同比下降11%,环比下降8%至66.2亿元,低于市场一致预期。收入下滑主要由于部分剧集延期播出、广告主预算缩减以及发行收入下滑。然而,值得注意的是,公司预计在第二季度实现约2600万元的非美国通用会计准则下营业利润,基本符合此前预期。这主要得益于公司对内容成本和运营费用的审慎控制。
此外,爱奇艺持续投入微剧内容,部分自制微剧已取得初步成功。尽管微剧仍需时间才能为公司带来显著的收入贡献,但这一战略举措显示了公司在内容创新方面的持续努力。面对当前的市场环境,爱奇艺通过有效的成本管理和内容策略,展现了其在维持盈利能力方面的韧性。
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