格隆汇5月22日｜高盛发表研究报告指，微博首季业绩胜于预期，以固定汇率计，收入按年增1%，以美元计按年持平，较该行及市场预期高1%；Non-GAAP经营溢利升3%至1.3亿美元，分别较该行及市场预测高出4%及10%；Non-GAAP净利润近1.2亿美元，较该行及市场预期分别高出22%和15%。
该行表示，微博3月的AI智能搜索月活跃用户(MAU)达到3000万，并在4月进一步提升，每用户搜索量增长5%，但变现尚未开始，因此公司将加大对微博AI智能搜索的投入。该行考虑到集团首季的表现，维持“中性”评级，续予H股目标价76港元，惟ADR目标价由9.8美元微降至9.7美元。
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