内容储备更优+微剧/短剧业务进展顺利高盛看好爱奇艺(IQ.US)再涨8%

智通财经2025-03-07

智通财经APP获悉，高盛于3月4日发布研报称，预计爱奇艺(IQ.US)在2025年将拥有更优的内容储备，微剧/短剧业务进展顺利。高盛维持对爱奇艺“中性”股票评级，12个月目标价为2.50美元。这一目标价较爱奇艺3月6日美股收盘价有近8%的上涨空间。高盛指出，爱奇艺旗下两款应用进行了重新定位：爱奇艺主应用仍然专注于长视频内容及会员/广告业务，而爱奇艺轻享版主打免费微剧/短剧、并主要通过广告变现(用户...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2517380102?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-03-07 18:00","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2517380102","market":"hk","top_or_hot":-1,"title":"内容储备更优+微剧/短剧业务进展顺利 高盛看好爱奇艺(IQ.US)再涨8%","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，高盛于3月4日发布研报称，预计爱奇艺(IQ.US)在2025年将拥有更优的内容储备，微剧/短剧业务进展顺利。高盛维持对爱奇艺“中性”股票评级，12个月目标价为2.50美元。这一目标价较爱奇艺3月6日美股收盘价有近8%的上涨空间。高盛指出，爱奇艺旗下两款应用进行了重新定位：爱奇艺主应用仍然专注于长视频内容及会员/广告业务，而爱奇艺轻享版主打免费微剧/短剧、并主要通过广告变现(用户...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1259156.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>内容储备更优+微剧/短剧业务进展顺利 高盛看好爱奇艺(IQ.US)再涨8%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n内容储备更优+微剧/短剧业务进展顺利 高盛看好爱奇艺(IQ.US)再涨8%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-07 18:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1259156.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，高盛于3月4日发布研报称，预计爱奇艺(IQ.US)在2025年将拥有更优的内容储备，微剧/短剧业务进展顺利。高盛维持对爱奇艺“中性”股票评级，12个月目标价为2.50美元。这一目标价较爱奇艺3月6日美股收盘价有近8%的上涨空间。高盛指出，爱奇艺旗下两款应用进行了重新定位：爱奇艺主应用仍然专注于长视频内容及会员/广告业务，而爱奇艺轻享版主打免费微剧/短剧、并主要通过广告变现(用户...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1259156.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1868837300.USD","symbol_name":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1259156.html","article_id":"2517380102","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2517380102","pubTimestamp":1741341607,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，高盛于3月4日发布研报称，预计爱奇艺在2025年将拥有更优的内容储备，微剧/短剧业务进展顺利。高盛维持对爱奇艺“中性”股票评级，12个月目标价为2.50美元。这一目标价较爱奇艺3月6日美股收盘价有近8%的上涨空间。高盛认为，爱奇艺的潜在优势可能主要来自于“迷雾剧场”系列。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"89888":"百度集团-SWR","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","BK4505":"高瓴资本持仓","BK4516":"特朗普概念","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU0819121731.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) ACC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0762541174.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM2\" (USD) INC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0052750758.USD":"富兰克林中国基金A Acc","BK4552":"Archegos爆仓风波概念","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU0630378692.HKD":"HSBC GIF ASIA PACIFIC EX JAPAN EQ HD \"AM2\" (HKD) INC","LU0640798160.USD":"EASTSPRING INVESTMENTS GLOBAL EMERGING MARKET DYNAMIC \"A\" (USD) ACC","LU0762542818.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM\" (HKD) INC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","BK4588":"碎股","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","BK4531":"中概回港概念","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","IQ":"爱奇艺","LU0543330566.HKD":"TEMPLETON BRIC \"A\" (HKD) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK1609":"ChatGPT概念","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0823426480.USD":"法巴中国股票经典Dis","BK4127":"投资银行业与经纪业","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0823426308.USD":"法巴中国股票基金"},"translate_title":"Better content reserves + micro-drama/short drama business is progressing smoothly Goldman Sachs is optimistic that iQiyi (IQ.US) will rise another 8%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89888":0.6,"IQ":1},"content_text":"智通财经APP获悉，高盛于3月4日发布研报称，预计爱奇艺(IQ.US)在2025年将拥有更优的内容储备，微剧/短剧业务进展顺利。高盛维持对爱奇艺“中性”股票评级，12个月目标价为2.50美元。这一目标价较爱奇艺3月6日美股收盘价有近8%的上涨空间。高盛指出，爱奇艺旗下两款应用进行了重新定位：爱奇艺主应用仍然专注于长视频内容及会员/广告业务，而爱奇艺轻享版主打免费微剧/短剧、并主要通过广告变现(用户也可选择为短剧剧集单独付费)。高盛表示，该公司管理层希望通过提供高质量内容来吸引更多订阅用户，同时保持每用户平均营收(ARPU)在健康水平。高盛称，该公司的首要目标仍然是扩大订阅收入规模;在订阅用户增长策略方面，该公司管理层预计通过提供更多高质量剧集，以及升级会员权益、提高用户对会员计划的感知价值等措施提升订阅用户增长;其ARPU目标是在长期内保持稳定增长，目前暂无提价计划，同时将在特定时间段为特定用户提供个性化折扣，但整体而言，基础会员的首月费用仍保持在人民币15元。高盛指出，该公司管理层表示，将在现实主义题材和悬疑题材方面巩固自身优势，同时增强女性向剧集的布局;该公司管理层认为，2025年的高质量剧集内容储备将优于2024年。高盛认为，爱奇艺的潜在优势可能主要来自于“迷雾剧场”系列。在微剧/短剧业务方面，爱奇艺管理层表示，目前用户互动数据和ROI(投资回报率)趋势均表现积极，特别是：该公司在过去三个月已积累超过1万部微剧/短剧内容，且2024年第四季度财报及2025年第一季度指引已反映出相关投资;微剧/短剧已成为爱奇艺主应用中的主要内容类型之一，其用户总观看时长已成为仅次于长剧集的第二大内容类型。该公司管理层指出，在2025年，微剧/短剧的内容成本仍可能受到行业发展动态的影响，而剧集/综艺的内容成本预计将基本保持在2024年水平。高盛表示，爱奇艺此前宣布发行3.5亿美元于2030年到期的可转换优先票据(票面利率为4.625%)，同时计划回购约3亿美元现有可转换优先票据(最早到期时间为2026年3月)，此后未偿债务余额约为2.6亿美元。高盛表示，截至2024年底，爱奇艺的总现金及现金等价物为人民币35亿元，短期投资为人民币9亿元，2024年的年度运营现金流为人民币21亿元，这些资金足以覆盖2026年到期的债务，并为未来业务发展和资源分配提供灵活性。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2517380102","isCrawlerRequest":true}

内容储备更优+微剧/短剧业务进展顺利 高盛看好爱奇艺(IQ.US)再涨8%

精彩评论

内容储备更优+微剧/短剧业务进展顺利高盛看好爱奇艺(IQ.US)再涨8%