智通财经APP获悉，微博-SW(09898)再跌超5%，截至发稿，跌4.51%，报54.05港元，成交额1146.71万港元。
消息面上，微博近日发布的二季度财报显示，总营收4.54亿美元，同比增长2%，其中广告营收3.81亿美元，同比下降1%。二季度调整后运营利润1.25亿美元。用户方面，截至二季度末，微博的月活跃用户达到5.61亿，日活跃用户2.54亿。
广发证券发布研报称，因宏观和竞争导致广告收入仍承压。分行业来看，汽车行业预计保持增长势头，互联网应用持平或微增，但手机行业投放审慎，需观察九月苹果发布会后市场反应；电商及本地生活因去年外卖大战带来较高基数，而今年竞争减弱导致投放同比下降，预计手机和本地生活行业的表现对26Q3广告业绩带来向下压力，预计26Q3 广告收入按恒定汇率同降7%，按美元货币计同降3%。
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