A股異動丨芒果超媒(300413.SZ)漲逾6% 《獵狼者》打開男性用户天花板
格隆匯6月15日丨芒果超媒(300413.SZ)漲逾6%,報74.07元,總市值1319億元。芒果超媒季風計劃核心作品《獵狼者》由2021年5月21日上線,至今已經可以全部觀看(要全部觀看需要超前點播)。從目前的市場反饋情況來看,《獵狼者》的表現符合預期。西南證券發佈研報稱,芒果目前的會員結構中,女性用户遠遠多於男性用户,而其他頭部平台的性別比例則相對比較均衡。所以,未來芒果的用户增長彈性是來自目前數量極少的男性用户,《獵狼者》是一部典型的男性向作品,其成功表明,芒果具備製作男性向作品的能力,且該劇為第一部作品,總結經驗以後相信後續作品有望取得更好成績。

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