金吾财讯 | 微博(WB)盘前涨逾2%，截至发稿，报7.28美元。消息面上，中信建投表示，2021年以来，微博在垂直领域生态方面取得了积极进展，垂类内容规模持续增长并占比40%。在垂直领域流量扶持方面取得成效，有望提升用户活跃度和内容质量。同时，当前数码3C行业有望开启新一轮产品周期带动行业需求向上，游戏行业受版号恢复及小程序游戏拓展获取增量，汽车继续受益新能源汽车品牌新一轮产品周期。该行续指，美妆行业国际品牌销售额仍然承压，影响规模化预算投入。行业广告周期触底主要关注FMCG、电商行业情况，这本质也是一轮既有产品的库存出清周期，看好库存去化后微博广告整体的向上趋势。此外，微博计划加大AIGC应用范围，在垂类内容领域扩展AI的应用，有望为公司未来增长带来新动力。
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