美股异动｜腾讯音乐盘前涨超1.6% 机构指流媒体音乐行业长期抗宏观逆风韧性强

格隆汇2025-07-29

腾讯音乐(TME.US)盘前涨超1.6%，报21.95美元。消息面上，东方证券研报指，流媒体音乐行业长期抗宏观逆风韧性强，2021~2024中国流媒体音乐行业收入CAGR 22%，大幅跑赢社零。其次，有声内容的持续扩容和粉丝经济业务精细化运营有望驱动音乐平台流量从存量博弈转变为用户增长。另外，头部版权经营杠杆持续优化驱动毛利率增长，AI有望驱动供给去中心化。该行建议关注腾讯音乐，预计下半年开始收购...

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