周三（4月23日）盘前，中国领先的新消费数字科技服务商乐信（LX）股价大涨6.13%，延续了前一交易日的强劲涨势。这一显著涨幅背后有多重利好因素支撑。
首先，乐信近期完成了除权除息，每股派息0.11美元，派息日定于5月16日。这次分红金额较2024年上半年增长超50%，彰显了公司强劲的盈利能力和回报股东的决心。市场预期乐信在2025年中期财报披露后可能会推出更高的派息计划，公司已宣布2025年起分红比例将提升至净利润的25%，这进一步提振了投资者信心。
其次，国家近期出台的《提振消费专项行动方案》为乐信等消费金融企业带来重大利好。这一政策不仅是短期刺激措施，更是推动经济社会系统性变革的战略布局。此外，乐信2024年第四季度业绩表现优异，营收36.6亿元，利润（Non-GAAP EBIT）4.6亿元，同比增长32.5%。多家知名券商如瑞银、花旗等纷纷发布研报覆盖乐信，并上调目标价。例如，瑞银将乐信的目标价上调至13.6美元，较此前的9.6美元上涨41.7%。这些因素共同推动了乐信股价的持续上涨，投资者对公司未来发展前景保持乐观态度。
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