交银国际：爱奇艺(IQ.US)看好长期自制占比提升改善利润率维持买入_老虎社区_美港股上老虎

交银国际：爱奇艺(IQ.US)看好长期自制占比提升改善利润率维持买入

财华社2021-04-20

交银国际发布报告，该行预计爱奇艺(IQ.US)1季度收入78.6亿元人民币(下同)，同比增3%，较市场预期高5%。内容成本环比增4%至53亿元，占收入68%，环比持平。净亏损15亿元，亏损率19%，环比收窄2个百分点。会员及版权分销收入或好于预期。1季度《赘婿》等头部内容热播拉动会员及ARPU增长，该行预计会员收入43亿元，环比增12%，较20年疫情高基数降7%。预计1季度版权分销收入同比增18%...

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stuzhaoxing
·2021-04-20
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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交银国际：爱奇艺(IQ.US)看好长期自制占比提升改善利润率 维持买入\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-20 08:07 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104200815047e6b4d29&s=b><strong>财华社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>交银国际发布报告，该行预计爱奇艺(IQ.US)1季度收入78.6亿元人民币(下同)，同比增3%，较市场预期高5%。内容成本环比增4%至53亿元，占收入68%，环比持平。净亏损15亿元，亏损率19%，环比收窄2个百分点。会员及版权分销收入或好于预期。1季度《赘婿》等头部内容热播拉动会员及ARPU增长，该行预计会员收入43亿元，环比增12%，较20年疫情高基数降7%。预计1季度版权分销收入同比增18%...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104200815047e6b4d29&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f48fbc541b07547e95dfb5b1221fb6ed","relate_stocks":{"03329":"交银国际","IQ":"爱奇艺"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104200815047e6b4d29&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2128137688","content_text":"交银国际发布报告，该行预计爱奇艺(IQ.US)1季度收入78.6亿元人民币(下同)，同比增3%，较市场预期高5%。内容成本环比增4%至53亿元，占收入68%，环比持平。净亏损15亿元，亏损率19%，环比收窄2个百分点。会员及版权分销收入或好于预期。1季度《赘婿》等头部内容热播拉动会员及ARPU增长，该行预计会员收入43亿元，环比增12%，较20年疫情高基数降7%。预计1季度版权分销收入同比增18%，2季度相应减少。报告指，爱奇艺广告收入维持复苏态势，2季度拓展综艺新垂类。预计《奇葩说7》、《青你3》等头部综艺带动广告收入环比增1%、同比增22%。该行预计未来2-3季度内容成本占收入比或略有扩大，但盈利时点不变，维持30美元目标价，对应2021年4.6倍市销率。维持买入。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}