2月26日,欢聚集团盘中股价大跌5.4%,引发市场广泛关注。造成股价下跌的主要原因是,欢聚集团与百度达成协议,以21亿美元的价格出售旗下国内视频娱乐直播业务YY直播。
交易完成后,欢聚集团将获得21亿美元现金,有利于改善公司财务状况和支持新业务发展。但与此同时,出售YY直播也意味着失去了公司长期以来的收入核心,这为投资者带来了不确定性担忧。
YY直播曾是欢聚集团内地核心业务版块,长期贡献较大营收,出售后或将给公司带来业绩缺口。而公司在海外市场的其他业务如Bigo Live,能否迅速填补YY直播的收入空缺尚有待观察。如果转型步伐略显滞后,欢聚集团短期盈利能力可能受到影响,这也可能是投资者担忧而抛售股票的原因所在。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.