【大行评级丨建银国际:下调微博目标价至74.88港元 预计短期收入增长仍将低迷】建银国际发表报告,维持对微博“中性”评级,目标价由77.22港元降至74.88港元。报告指,微博今年第一季业绩超预期,主要由于阿里巴巴广告收入按年增长89%;利息支出低于预期。微博持续探索启动平台流量、抵御新兴社交平台及在线娱乐平台冲击的路径,但宏观环境疲软加剧不确定性,抑制品牌广告主预算。该行预计微博短期收入增长仍将低迷,因利润率温和收缩叠加AI投入增加或致盈利承压。

金融界
26 May
建银国际发表报告,维持对微博“中性”评级,目标价由77.22港元降至74.88港元。报告指,微博今年第一季业绩超预期,主要由于阿里巴巴广告收入按年增长89%;利息支出低于预期。微博持续探索启动平台流量、抵御新兴社交平台及在线娱乐平台冲击的路径,但宏观环境疲软加剧不确定性,抑制品牌广告主预算。该行预计微博短期收入增长仍将低迷,因利润率温和收缩叠加AI投入增加或致盈利承压。

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