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大行評級丨建銀國際:下調微博目標價至74.88港元 預計短期收入增長仍將低迷
格隆匯 05-26 11:09

建銀國際發表報吿,維持對微博“中性”評級,目標價由77.22港元降至74.88港元。報吿指,微博今年第一季業績超預期,主要由於阿里巴巴廣吿收入按年增長89%;利息支出低於預期。

微博持續探索啟動平台流量、抵禦新興社交平台及在線娛樂平台衝擊的路徑,但宏觀環境疲軟加劇不確定性,抑制品牌廣吿主預算。該行預計微博短期收入增長仍將低迷,因利潤率温和收縮疊加AI投入增加或致盈利承壓。

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