野村发表研究报告指，微博-SW(09898.HK) (WB.US) 首季利润胜预期，总收入3.97亿美元按年持平，大致符合预期；non-GAAP经营溢利升3%，较市场预测高出7%。至于次季指引则符合市场预期，当中，微博预期总收入按年持平，non-GAAP经营溢利率介乎33%至34%。
该行续表示，微博的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(相较以往业绩会议而言)，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。
该行对微博美股目标价由11.2美元下调至10美元，评级“中性”。(sl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-22 16:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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