---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/40256936.md"
description: "爱奇艺跌 5.1%，港股流媒体叙事里中概股一直有折价，订阅用户增长和内容成本的两端压力今天没有缓解的迹象；Grab 跌 0.3%，东南亚超级 App，盈利节奏在改善但市场给的溢价不高。"
datetime: "2026-04-28T11:16:17.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40256936.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40256936.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40256936.md)
author: "[太阳之子](https://longbridge.com/zh-CN/profiles/26996898.md)"
---

# 爱奇艺跌 5.1%，港股流媒体叙事里中概股一直有折价，订阅用户增长和内容成本的两端压力今天没有缓解的…


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