焦点板块及个股 | 网易云音乐;地平线;英伟达;Seven&I

中信证券财富管...
27 Feb

网易云音乐 (9899 HK; 163.2港元;目标价:200港元) 下半年业绩公布中的闪耀新星网易云音乐在2024年下半年交出惊喜业绩,调整后Ebit同比增长119%,比市场一致预期高出39%,主要得益于销售与市场(S&M)投入的节省。收入结构和质量显著提高,在线音乐/音乐订阅占2024年下半年总收入的比例分别达到72%/60%,相比2022年同期的40%/33%有明显提升。展望未来,因其近期的...

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