大行评级|里昂:上调微博目标价至11.5美元 评级升至“跑赢大市”

格隆汇
Aug 15

里昂发表研究报告指,微博次季收入达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%。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。 该行预计,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。该行将集团今年及明年经调整后纯利预测分别上调3%及2%,目标价由8.8美元上调至11.5美元,评级由“持有”升至“跑赢大市”。

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