异动解读 | 网易云音乐股价盘中大跌5.21%,母公司业绩向好但音乐业务收入下滑

异动解读
16 May

5月16日周五,网易云音乐(09899.HK)股价在盘中出现大幅下跌,跌幅达5.21%。这一走势与其母公司网易(NTES)整体业绩表现形成鲜明对比。

根据网易最新发布的2025年第一季度财报,公司整体业绩表现亮眼。网易Q1总营收达288亿元,同比增长7.4%,其中游戏业务收入240亿元,同比增长12.1%。归属于网易公司股东的净利润为103亿元,同比大幅增长36%。然而,网易云音乐业务表现不佳,总营收为19亿元,同比下降8.4%。

分析人士指出,网易云音乐业务收入的下滑可能是导致其股价下跌的主要原因。尽管母公司网易整体业绩向好,但投资者似乎对网易云音乐的发展前景持谨慎态度。此外,市场对音乐流媒体行业的激烈竞争以及用户获取成本上升等因素也可能产生担忧,进而影响了网易云音乐的股价表现。

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