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大行評級丨高盛:維持微博“中性”評級 首季業績勝於預期
格隆匯 05-22 11:17

高盛發表研究報吿指,微博首季業績勝於預期,以固定匯率計,收入按年增1%,以美元計按年持平,較該行及市場預期高1%;Non-GAAP經營溢利升3%至1.3億美元,分別較該行及市場預測高出4%及10%;Non-GAAP淨利潤近1.2億美元,較該行及市場預期分別高出22%和15%。

該行表示,微博3月的AI智能搜索月活躍用户(MAU)達到3000萬,並在4月進一步提升,每用户搜索量增長5%,但變現尚未開始,因此公司將加大對微博AI智能搜索的投入。該行考慮到集團首季的表現,維持“中性”評級,續予H股目標價76港元,惟ADR目標價由9.8美元微降至9.7美元。

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