里昂发表研究报告指,微博-SW(09898.HK) (WB.US) 次季收入达4.45亿美元,经调整后纯利达1.43亿美元,较该行预期分别高出1%及23%。该行指,即使下半年收入因基数效应而放缓,但该行认为这可以忽略不计,料明年人工智能货币化表现可能会更令人鼓舞。
该行料,集团第三季收入按年跌3%,主要是上年夏季奥运呈高基数,尤其饮食广告,游戏和智能电话下半年或受到逆风,但仍预计集团全年经调整营运利润率达30%以上。
该行表示,将集团今年及明年经调整后纯利预测分别上调3%及2%,其目标价由8.8美元上调至11.5美元,其评级由“持有”升至“跑赢大市”。(ca/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-08-14 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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