异动解读 | 虎牙股价盘中大跌5.12%,财报显示连续13个季度营收下滑

异动解读
Mar 19

虎牙(HUYA)股价今日盘中大跌5.12%,投资者对公司最新财报表现反应强烈。财报显示,虎牙连续13个季度营收下滑,2024年全年营收同比下降13%至60.79亿元,核心业务直播收入更是锐减26%。

虎牙面临着用户流失与主播"叛逃"的双重困境。2024年第四季度,虎牙移动端月活跃用户(MAU)仅为8260万,同比下降3.4%。与此同时,多位头部主播转投抖音等短视频平台,进一步削弱了虎牙的内容竞争力。面对短视频平台的强势冲击,虎牙传统的游戏和真人秀直播内容吸引力明显不足。

为扭转颓势,虎牙正积极寻求业务多元化,包括拓展游戏相关服务、广告等业务,并推出"虎亿计划"培养头部主播。此外,市场传闻虎牙可能与斗鱼合并,以整合资源应对行业挑战。然而,这些举措能否有效改善虎牙的经营状况,仍有待观察。投资者对虎牙未来发展前景持谨慎态度,导致股价承压下跌。

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