《大行》瑞银降微博(09898.HK)目标价至85.7元 首季业绩符预期惟前景转趋审慎

阿斯达克财经
May 29

瑞银发表研究报告,指微博-SW(09898.HK) 首季业绩符预期,但管理层对第二季及2026年下半年广告前景转趋审慎。瑞银预期广告客户在宏观不确定性下变得更为审慎及着重投资回报,广告预算偏好表现为本广告,因此将微博2026年第二季收入增长预测下调至按年持平或低个位数增长。瑞银指出,微博首季收入按年增长6%(以人民币计按年增1%),其中广告收入按年增长9%,胜预期,但被增值服务收入下跌11%所抵销...

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