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中信证券:维持微博-SW“买入”评级 25Q2业绩符合预期
Zhi Tong Cai Jing· 2025-09-26 07:23
Core Viewpoint - Citic Securities reports that Weibo-SW (09898) achieved revenue of $445 million in Q2 2025, representing a year-on-year increase of 1.6% (1% increase in RMB terms) and a Non-GAAP net profit of $143 million, reflecting a year-on-year growth of 13.4% [1] Group 1: Financial Performance - Weibo's Q2 2025 revenue reached $445 million, showing a year-on-year growth of 1.6% [1] - The Non-GAAP net profit for the same period was $143 million, which is a 13.4% increase compared to the previous year [1] Group 2: Future Outlook - The company is expected to gradually recover its performance due to macroeconomic recovery and continuous optimization of its products and services [1] - High dividend payouts are anticipated to enhance shareholder returns [1] Group 3: Strategic Position - Weibo maintains a unique value for users and brand clients as a primary social media platform [1] - Citic Securities maintains a "Buy" rating on the stock, indicating confidence in its long-term prospects [1]
摩根大通在快手-W的持股比例于9月18日从5.24%升至5.43%
Mei Ri Jing Ji Xin Wen· 2025-09-24 09:16
每经AI快讯,9月24日,香港交易所信息显示,摩根大通在快手-W的持股比例于9月18日从5.24%升至 5.43%。 ...
微博回应被查处
证券时报· 2025-09-20 12:23
Core Viewpoint - The article discusses the recent actions taken by the National Internet Information Office against Weibo for failing to manage harmful content on its platform, particularly regarding the promotion of celebrity gossip and trivial matters that disrupt the online ecosystem [1][2]. Group 1: Regulatory Actions - The National Internet Information Office guided the Beijing Internet Information Office to hold Weibo accountable for not fulfilling its responsibility in managing content, leading to measures such as interviews, deadlines for corrections, warnings, and stricter penalties for responsible individuals [1]. - On September 20, Weibo's management acknowledged the criticism from regulatory authorities and established a special task force to address the issues related to the hot search list management [1]. Group 2: Weibo's Response and Future Actions - Weibo plans to use this incident as a learning opportunity to reflect on its shortcomings in the construction of the hot search mechanism, list management rules, and ecological governance system [1]. - The platform aims to enhance its comprehensive management capabilities across all aspects of the hot search list, while also committing to transparency and responsibility in optimizing its hot search algorithms [1][2]. Group 3: Commitment to Social Responsibility - Weibo will adhere to legal regulations and prioritize public interests while actively fulfilling its platform and social responsibilities, increasing efforts to combat behaviors that harm the online ecosystem [2]. - The platform welcomes criticism and supervision from users, media, and society regarding its rectification efforts, emphasizing a commitment to mainstream values and a clean online space [2].
智度股份:互联网媒体业务主要面向北美地区
Zheng Quan Ri Bao Wang· 2025-09-19 15:15
证券日报网讯智度股份(000676)9月19日发布公告,在公司回答调研者提问时表示,公司互联网媒体 业务主要面向北美地区,包括PC端流量入口和移动端流量入口业务。其中,PC端流量入口业务主要围 绕搜索这一PC端互联网流量重要入口开展。公司拥有自主研发的浏览器、安全软件、邮件管理软件等 多元化产品组合,为用户提供相关的互联网服务,并通过对投放渠道、用户画像和获客效果进行多维度 分析,将搜索请求分发给互联网企业,从而获得商业变现收入;移动端流量入口业务主要围绕移动端产 品矩阵开展。 ...
调研速递|智度科技接受众多投资者调研,业务规划与财务要点曝光
Xin Lang Zheng Quan· 2025-09-19 13:05
登录新浪财经APP 搜索【信披】查看更多考评等级 9月19日下午15:30至17:00,智度科技股份有限公司通过全景网"投资者关系互动平 声明:市场有风险,投资需谨慎。 本文为AI大模型基于第三方数据库自动发布,任何在本文出现的信 息(包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成 个人投资建议。受限于第三方数据库质量等问题,我们无法对数据的真实性及完整性进行分辨或核验, 因此本文内容可能出现不准确、不完整、误导性的内容或信息,具体以公司公告为准。如有疑问,请联 系biz@staff.sina.com.cn。 点击查看公告原文>> 责任编辑:小浪快报 台"(https://ir.p5w.net)举办业绩说明会,众多投资者通过网上提问的方式参与调研,公司董事长陆宏 达、副董事长兼总经理陈志峰等多位高层管理人员出席并回答问题。 本次投资者关系活动类别为业绩说明会。活动时间为2025年9月19日(周五)下午15:30 - 17:00,地点在 全景网"投资者关系互动平台"。参与单位为投资者网上提问,上市公司接待人员包括董事长陆宏达、副 董事长兼总经理陈志峰、副总经理兼董事会秘书 ...
智度股份(000676) - 2025年9月19日投资者关系活动记录表
2025-09-19 12:32
证券代码: 000676 证券简称:智度股份 智度科技股份有限公司投资者关系活动记录表 编号:2025-02 您好,公司的数据科技业务由子公司广州避雷针信用服务有 限公司(以下简称"避雷针公司")开展。目前,主要服务于 B 端,涵盖银行、消费金融公司、保险、汽车金融、互联网金融等, 并拓展物流服务平台如公路物流服务平台货车帮等。数据科技业 务的情况详见公司于巨潮资讯网上披露的 2025 年半年度报告之 "管理层讨论与分析"中的相关内容。感谢您的关注! 3、请问公司有无往人工智能方向发展的战略规则和落地项 目? 您好,公司结合自身业务场景需求,推进与相关 AI 技术相 结合的应用研发与探索。具体详见公司在巨潮资讯网上披露的 2025 年半年度报告之"管理层讨论与分析"中的相关内容。感 谢您的关注! 4、2025 半年报增收不增利,是否加大了不去投入力度? 您好,2025 年上半年,公司营业收入同比增长 48.17%,归 属于上市公司股东的净利润同比下降 18.81%,归属于上市公司 股东的扣除非经常性损益的净利润同比增长 72.08%。公司将继 续加强现金流管控及风险控制等相关工作并择机优化业务结构, 优化资源 ...
如何查询上市公司网络舆论情况?
Sou Hu Cai Jing· 2025-09-19 07:20
上市公司的网络舆论环境对其发展有着至关重要的影响。一则正面的网络舆论可能会提升公司的品牌形象,吸引更多投资者和消费者;而负面舆论则可能引 发股价波动、损害公司声誉,甚至导致公司陷入危机。 因此,准确、及时地查询上市公司的网络舆论情况,有助于公司及时发现并应对潜在风险,提升舆论管理能力。那么,如何如何查询上市公司网络舆论情况 呢? 一、查询上市公司网络舆论的渠道 1、搜索引擎 ①常规搜索 百度、谷歌等搜索引擎是获取上市公司网络舆论信息的基础渠道。通过在搜索框中输入公司名称、产品名称、高管姓名等关键词,并结合时间范围、地区等 筛选条件,可以获取大量相关的新闻报道、论坛帖子、社交媒体评论等信息。 ②高级搜索技巧 为了更精准地获取所需信息,还可以运用搜索引擎的高级搜索技巧。例如,使用"site:"语法可以限定在特定网站内进行搜索,"intitle:"语法则可限定搜索标 题中包含特定关键词的内容,有助于提高搜索结果的相关性。 2、社交媒体平台 ①微博 微博作为国内重要的社交媒体平台,具有信息传播速度快、互动性强等特点。上市公司的官方微博、相关话题讨论、热搜榜以及用户评论等,都是舆情监测 的重要内容。通过关注上市公司官方 ...
运用心理学原理,打造真正能带来转化的落地页秘籍
3 6 Ke· 2025-09-15 07:10
神译局是36氪旗下编译团队,关注科技、商业、职场、生活等领域,重点介绍国外的新技术、新观点、新风向。 编者按:转化率上不去?别再死磕落地页设计了,读懂人心才是捷径。文章来自编译。 首先,我们得搞清楚一件事:你不需要成为设计天才,也能创建一个高转化率的落地页。你只需要了解人们的思维方式。 落地页是一个独立网页,它的创建目的很聚焦,很明确:将访客转化为潜在客户或实际顾客。 当用户点击广告、邮件、社交帖子或搜索结果中的链接后,就会"着陆"到这个页面。与包含众多链接和导航选项的网站主页不同,落地页会移除所有分散注 意力的元素,只聚焦于一个清晰的行动号召(CTA)。 出色的落地页之所以有效,并非偶然。它们根植于能激发信任、欲望和行动的心理学原理。 今天,我将为你剖析六种能驱动转化的思维捷径和认知偏见,让你的设计可以更巧妙,而非更费力。 1. 第一印象:光环效应的实际应用 简洁的布局、清晰的标题和强有力的视觉层次,能帮助你利用光环效应,瞬间传递出信任感和高品质的信号。光环效应是一种心理偏差,讲的是我们对某人 或某物的整体印象会影响我们对其具体特质的感受和看法。 简单来说,如果一个东西看起来不错,我们就会想当然地认为它本身 ...
张朝阳:视频、直播是“版本答案”,营销的密码是创造热点
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-15 03:13
Core Viewpoint - Zhang Chaoyang, the founder and CEO of Sohu, emphasizes that in the current "video self-media era," creating hotspots is the key to marketing success, contrasting with the traditional media "1.0 era" where events could spread well without packaging [1] Group 1 - The transition from traditional media to the "video self-media era" allows for easier secondary fermentation and "viral" dissemination of events through formats like video, live streaming, and user-generated content [1] - Companies that remain "stuck in the past" will likely become losers in the evolving media landscape [1]
隔夜欧美·9月13日
Sou Hu Cai Jing· 2025-09-13 00:08
Market Performance - The three major US stock indices closed mixed, with the Dow Jones down 0.59%, the S&P 500 down 0.05%, and the Nasdaq up 0.44% [1] - Major tech stocks mostly rose, with Tesla up over 7%, Microsoft and Apple up more than 1%, Facebook up 0.62%, Nvidia up 0.37%, Google up 0.18%, and Amazon down 0.78% [1] - Chinese concept stocks showed mixed performance, with JinkoSolar up over 6%, Century Internet up more than 5%, Bilibili up over 4%, Weibo up nearly 3%, and Baidu up over 2%. On the downside, Douyu fell over 4%, Kingsoft Cloud down nearly 3%, Wuxi AppTec down nearly 3%, Yum China down over 2%, and Tencent Music down over 2% [1] - European stock indices closed mixed, with Germany's DAX down 0.02%, France's CAC40 up 0.02%, and the UK's FTSE 100 down 0.15% [1] Commodity Prices - International precious metal futures generally rose, with COMEX gold futures up 0.19% at $3680.70 per ounce and COMEX silver futures up 1.26% at $42.68 per ounce [1] - International oil prices saw slight increases, with the main US oil contract up 0.37% at $62.60 per barrel and Brent crude up 0.77% at $66.88 per barrel [1] - London base metals all rose, with LME zinc up 1.93% at $2956.00 per ton, LME nickel up 1.52% at $15380.00 per ton, LME lead up 1.13% at $2019.00 per ton, LME aluminum up 1.03% at $2701.00 per ton, LME tin up 0.74% at $34955.00 per ton, and LME copper up 0.13% at $10064.50 per ton [1] Bond Yields - US Treasury yields collectively rose, with the 2-year yield up 0.99 basis points at 3.549%, the 3-year yield up 1.94 basis points at 3.527%, the 5-year yield up 3.81 basis points at 3.633%, the 10-year yield up 4.57 basis points at 4.070%, and the 30-year yield up 2.69 basis points at 4.681% [1] - European bond yields rose across the board, with the UK 10-year yield up 6.5 basis points at 4.670%, France's 10-year yield up 6.6 basis points at 3.505%, Germany's 10-year yield up 6 basis points at 2.713%, Italy's 10-year yield up 7 basis points at 3.517%, and Spain's 10-year yield up 6 basis points at 3.284% [1]