爱奇艺今日盘中大跌12.60%，引起了市场的广泛关注。根据公司最新财报,2024年爱奇艺整体营收同比下滑8%,其中会员服务收入和广告收入分别下降13%和8%,这两项是爱奇艺最主要的收入来源。
分析人士指出,爱奇艺业绩下滑的主要原因是缺乏现象级爆款内容,导致用户付费意愿下降。同时,微短剧的兴起也加剧了长视频行业的竞争,给传统长视频平台带来了较大压力。
为应对行业挑战,爱奇艺提出了"长+短"双引擎战略。龚宇表示,2025年爱奇艺将聚焦精品长视频内容的强势回归,并持续创新发展微短剧业务,以期通过双管齐下重振发展动力。
总的来说,在微短剧等新形态内容兴起的背景下,爱奇艺面临的竞争压力较大。其能否通过新战略实现业绩增长,将是关键考验。
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