招财日报2025.5.23 爱奇艺、Boss直聘、宝尊电商及小米公司点评

招银国际
23 May

公司点评爱奇艺(IQ US;买入;目标价:2.45美元)- 1Q25业绩符合预期;加大营销及内容投入影响短期利润率爱奇艺公布1Q25业绩:总收入同比下降9%,但环比增长9%至71.9亿元,符合一致预期;非GAAP营业利润同比下降58%,但环比回升13%至4.59亿元,符合一致预期。展望2Q25,我们预计总收入环比基本持平,但非GAAP营业利润率将环比下降,主因公司加大对内容生态和微剧获客的投入。...

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