智通财经APP获悉，微博-SW(09898)续涨超4%，截至发稿，涨3.93%，报74.05港元，成交额1061.3万港元。
消息面上，微博日前公布2025年第一季度财务业绩，净收入3.969亿美元，同比持平，或依据固定汇率计算同比增加1%。经营利润1.1亿美元，经营利润率为28%。归属于微博股东的净利润为1.07亿美元，同比增长116.36%。每股摊薄净收益0.41美元。2025年3月的月活跃用户数为5.91亿，日均活跃用户数为2.61亿。其中，广告及营销收入为3.391亿美元，同比相对持平。
野村表示，微博首季利润胜预期。广告业务似乎已见底，但由于市场环境改变，长期前景仍不明朗。不过，微博管理层对广告前景的看法略趋正面(相较以往财报会议而言)，维持全年收入指引，预期全年度以人民币计业务收入将温和增长。招银国际指出，展望2Q25，预计总营收同比基本持平在4.39亿美元。微博利用AI改善其社交和搜索体验，长期有望推动用户活跃度，并创造增量商业化机会。
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