瑞银发表研究报告指出,阅文(00772.HK) 上半年业绩疲弱,主要受在线阅读业务疲弱所拖累,期内收入按年跌7%,而知识产权(IP)营运业务成为亮点,受惠于短剧及AI漫剧、IP周边商品强劲增长推动,收入按年增长42%。该行预期在线阅读业务压力将持续至下半年,因用户注意力由在线阅读转向短剧及AI漫剧,主要为微信生态圈内的非核心用户。因应在线阅读及新丽传媒表现疲弱,瑞银将今年全年收入预测下调10%至...
Source Link瑞银发表研究报告指出,阅文(00772.HK) 上半年业绩疲弱,主要受在线阅读业务疲弱所拖累,期内收入按年跌7%,而知识产权(IP)营运业务成为亮点,受惠于短剧及AI漫剧、IP周边商品强劲增长推动,收入按年增长42%。该行预期在线阅读业务压力将持续至下半年,因用户注意力由在线阅读转向短剧及AI漫剧,主要为微信生态圈内的非核心用户。因应在线阅读及新丽传媒表现疲弱,瑞银将今年全年收入预测下调10%至...
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