金吾财讯 | 微博(WB)盘前跌逾4%，截至发稿，报8.31美元。消息面上，中银国际发研报指，由于宏观环境的疲软，广告客户在消费上表现出谨慎态度，广告投放策略转向以投资回报为导向。此外，线上广告市场的竞争加剧，这些因素可能对微博的核心广告业务在短中期造成压力。此外，摩根士丹利亦指微博次季业绩符预期，但预期以人民币计算下半年广告收入将按年下降4至5%，护肤品和化妆品垂直市场仍然是拖累因素。大摩下调微博2024至2026年营收预测1至5%，目标价由8美元下调至7.5美元，评级“减持”。
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