智通财经APP获悉，网易云音乐(09899)再涨超5%，截至发稿，涨5.41%，报157.9港元，成交额9438.86万港元。
消息面上，网易云音乐2024年业绩显示，全年实现收入同比升1.1%至79.5亿元，经调整净利润为17亿元，同比升107.7%。华泰证券此前发布研报称，公司利润大幅超出预期，规模效应下经营杠杆持续释放。该行表示，公司专注于打造全面且差异化的内容生态，核心在线音乐服务变现能力稳健提升，利润率有望持续改善。
国金证券认为，音乐流媒体平台为内需相关优质互联网资产，规模效应持续驱动盈利杠杆释放，积极关注网易云音乐等回调后的机会。广发证券表示，音乐消费需求稳定，流媒体渠道是录制音乐市场增长的支柱，中国市场具备持续成长潜力；流媒体基于稳定音乐消费需求，长期具备对C端提价能力，收入保持可持续的健康增长的同时，通过经营杠杆提升，利润释放潜力或被低估。
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