10月14日,中国政府公布了最新的经济刺激计划,导致美股上市的中概股集体重挫。作为国内视频流媒体龙头的爱奇艺当日盘中一度暴跌逾5%。
此前,中国决策层为了振兴疲软的经济,释放了一系列宽松政策信号,市场原本对于本次经济刺激措施规模存在较高预期。但周六财政部长蓝佛安在新闻发布会上公布的重磅计划规模并不理想,虽然涉及加大政府债务、支持房地产等多项内容,但整体力度似乎未及市场所想。
在此消息打击下,杭州阿里巴巴旗下的爱奇艺盘中一度大跌5.26%,股价跌至2.53美元。从业绩数据来看,爱奇艺目前净利润仅在千万美元左右,市盈率也高达10.51倍。若中国宏观经济进一步下行,将给视频流媒体行业带来一定压力。不过,多家投行对爱奇艺维持买入评级,近半数机构预计其中长期仍有增长空间。
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