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stuzhaoxing
2021-04-20

别评论了，越评越跌了

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

交银国际发布报告，该行预计爱奇艺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%。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。

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

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