异动解读 | 挚文集团盘中大跌5% 业绩超预期但用户数下滑拖累

异动解读
10 Dec 2024

挚文集团(MOMO)股价今日盘中大跌5%,引发了市场关注。

从公司最新财报数据来看,挚文集团2024年第三季度整体业绩表现优于预期。公司净营收虽然同比下降12.1%,但超出了华尔街预期。不过值得注意的是,主导产品陌陌和探探的付费用户数量均出现了一定程度的下降。

具体来看,第三季度探探付费用户数为90万,较去年同期的140万减少约36%;陌陌应用付费用户数也从去年同期的780万下降至690万,跌幅约11%。用户流失或许是导致公司股价今日大跌的主要原因。

不过,挚文集团并未止步不前。公司积极拓展新业务赛道如AR智能眼镜,并加大海外市场的开拓力度。未来公司能否借此提升业绩增长,扭转用户流失态势,还有待进一步观察。

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