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清风y鹿
#奈飞增长或放缓,广告业务成新看点
一句话预测:Q3数字会“好看”,但这份财报的真正定价对象是“接下来靠什么增长”。广告在轨但不够快,利润率改善有质量瑕疵,内容官换届增添了执行不确定性——三项叠加,财报后股价的反应大概率是“先跌为敬”,而非“利空出尽”。
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