SXSerenity Analysis动态投研终端
总览推文股票提及表现行业AI分析关注我
股票池

SPOT

状态日期:2026-05-27

积极观察
中高低正常
概览观点时间线信号证据AI行业

Serenity观点

看多

推文立场

价格动量

总览股票跟踪推文AI关注我

中性

60D / 252D

信号分数

16

新增排序

24h 提及

0

短线新增

7日新闻

0

低

收入同比

9.7%

稳定

概览

核心结论

作者立场:看多;价格动量:中性。最新证据:@EnDwiGastX As a Suno user myself... people will still use $SPOT to listen to music. 暂无 AI 结论。

暂无明确新增边际变化,保持在观察池。

近期推文

Serenity 观点

Serenity观点

看多

价格动量

中性

首次提出

2025-07-28 16:19

来源

llm

更新时间

2026-02-27 23:44

作者立场:看多;价格动量:中性。最新证据:@EnDwiGastX As a Suno user myself... people will still use $SPOT to listen to music.

当前观点证据

2026-02-27 23:44看多

@EnDwiGastX As a Suno user myself... people will still use $SPOT to listen to music.

Serenity 变化

时间线

首次提出2025-07-28 16:19看多
原推

On $GOOGL, realized profit was $101,428+, and lots of unrealized profit since I expect GOOGL to hit $220+ EOY if tech rally continues ($META $APPL $AMZN $MSFT $NVDA $SPOT)

  1. 2026-02-27 23:44看多观点延续

    @EnDwiGastX As a Suno user myself... people will still use $SPOT to listen to music.

  2. 2026-02-27 22:40看多观点变化

    The 'AI is Disrupting Software but Not Really' Bucket... $SPOT ($488, -15.2% YTD): 9/10

  3. 2026-02-09 15:13中性观点变化

    Still doing research... $SPOT, $NFLX is something that's not disrupted by AI... Those two were richly valued though.

  4. 2025-07-28 16:19看多初始观点

    On $GOOGL, realized profit was $101,428+, and lots of unrealized profit since I expect GOOGL to hit $220+ EOY if tech rally continues ($META $APPL $AMZN $MSFT $NVDA $SPOT)

新鲜度

新增信号

-
24h 07D 030D 0新闻 0披露 0

复核时间:2026-06-26

证据

证据摘要

最新期 2025营收 17BBeta 1.55披露 -
展开证据详情

年度数据

基本面证据

最新期

2025

营收

17B

营收同比

9.7%

毛利率

32.0%

2022

营收 12BYoY 21.3%经营 -5.6%净利 -3.7%

2023

营收 13BYoY 13.0%经营 -3.4%净利 -4.0%

2024

营收 16BYoY 18.3%经营 8.7%净利 7.3%

2025

营收 17BYoY 9.7%经营 12.8%净利 12.9%

简读 + 重点消息

消息面

0 条 7日新闻,压力 低。

2026-05-19 18:18globenewswire.com
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Spotify Technology S.A. - SPOT
2026-05-19 16:03businessinsider.com
Spotify's disco ball icon is ugly. You looked!
2026-05-19 14:00fool.com
2 Growth Stocks Down 33% and 22% That Could Be Long-Term Winners

近期披露

披露信息

No recent SEC filing metadata in the collected profile.

当前 profile 没有可解析的 SEC 披露。

近期推文

作者立场

立场

看多

价格动量

中性

2026-02-27 23:44看多

@EnDwiGastX As a Suno user myself... people will still use $SPOT to listen to music.

24h / 7天 / 30天

情绪与市场

24h

0

7D

0

30D

0

Beta

1.55

敏感度

高 beta

情绪风险

低

估值风险

正常

背景

行业与主题

communication-services-internet-content-information

ai-infrastructureenergy-powersoftware-internet

-

GPT xhigh 分析

updated validated--

等待 GPT xhigh 分析。

研究问题

  • RULES event bus baseline_update: bullish
  • industry_specificity: confirm whether news is specific to SPOT, not only Internet Content & Information

背景

行业背景

communication-services-internet-content-information

提及 52新闻 41股票 10
股票池

SPOT

积极观察中高低正常

状态日期:2026-05-27

复核时间:2026-06-26

作者立场

看多

llm

价格动量

中性

60D / 252D

信号分数

16

新增信息排序

24h 提及

0

短线新增

7天提及

0

低

30天提及

0

长周期热度

7日新闻

0

低

30日披露

0

-

收入同比

9.7%

稳定

Beta

1.55

高 beta

llm · 2026-02-27 23:44

Serenity 时间线

首次提出2025-07-28 16:19看多
原推

On $GOOGL, realized profit was $101,428+, and lots of unrealized profit since I expect GOOGL to hit $220+ EOY if tech rally continues ($META $APPL $AMZN $MSFT $NVDA $SPOT)

  1. 2026-02-27 23:44看多观点延续

    @EnDwiGastX As a Suno user myself... people will still use $SPOT to listen to music.

  2. 2026-02-27 22:40看多观点变化

    The 'AI is Disrupting Software but Not Really' Bucket... $SPOT ($488, -15.2% YTD): 9/10

  3. 2026-02-09 15:13中性观点变化

    Still doing research... $SPOT, $NFLX is something that's not disrupted by AI... Those two were richly valued though.

  4. 2025-07-28 16:19看多初始观点

    On $GOOGL, realized profit was $101,428+, and lots of unrealized profit since I expect GOOGL to hit $220+ EOY if tech rally continues ($META $APPL $AMZN $MSFT $NVDA $SPOT)

基本面 / 消息面 / 情绪面 / 市场

分析角度矩阵

年度数据

基本面证据

最新期

2025

营收

17B

营收同比

9.7%

毛利率

32.0%

营收趋势

营收趋势线
20B10B0

需要继续工作的地方

研究问题

  • RULES event bus baseline_update: bullish
  • industry_specificity: confirm whether news is specific to SPOT, not only Internet Content & Information

-

GPT xhigh 机构分析

updated validated--

等待 GPT xhigh 分析。

同业压力

行业背景

communication-services-internet-content-information

提及 52新闻 41股票 10
2021 营收: 10B2022 营收: 12B2023 营收: 13B2024 营收: 16B2025 营收: 17B2021 趋势线: 10B2022 趋势线: 12B2023 趋势线: 13B2024 趋势线: 16B2025 趋势线: 17B20212022202320242025

利润趋势

净利润毛利营业利润
6B2B-2B2021 净利润: -34M2022 净利润: -430M2023 净利润: -532M2024 净利润: 1B2025 净利润: 2B2021 毛利: 3B2022 毛利: 3B2023 毛利: 3B2024 毛利: 5B2025 毛利: 5B2021 营业利润: 94M2022 营业利润: -659M2023 营业利润: -446M2024 营业利润: 1B2025 营业利润: 2B20212022202320242025

利润率趋势

毛利率营业利润率净利率
37.2%13.2%-10.9%2021 毛利率: 26.8%2022 毛利率: 25.0%2023 毛利率: 25.6%2024 毛利率: 30.1%2025 毛利率: 32.0%2021 营业利润率: 1.0%2022 营业利润率: -5.6%2023 营业利润率: -3.4%2024 营业利润率: 8.7%2025 营业利润率: 12.8%2021 净利率: -0.4%2022 净利率: -3.7%2023 净利率: -4.0%2024 净利率: 7.3%2025 净利率: 12.9%20212022202320242025
最近财务序列营收营收同比毛利率营业利润率净利率
202110B-26.8%1.0%-0.4%
202212B21.3%25.0%-5.6%-3.7%
202313B13.0%25.6%-3.4%-4.0%
202416B18.3%30.1%8.7%7.3%
202517B9.7%32.0%12.8%12.9%

24h / 7天 / 30天

情绪面

24h

0

7D

0

30D

0

风险: 低 · 低

简读 + 重点消息

消息面

消息简读

0 条 7日新闻,压力 低。

重点消息

2026-05-19 18:18globenewswire.com
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Spotify Technology S.A. - SPOT
2026-05-19 16:03businessinsider.com
Spotify's disco ball icon is ugly. You looked!
2026-05-19 14:00fool.com
2 Growth Stocks Down 33% and 22% That Could Be Long-Term Winners
2026-05-18 08:00businesswire.com
Spotify Technology S.A. to Host Investor Day 2026
2026-05-15 00:00gurufocus.com
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Spotify Technology S.A. - SPOT
2026-05-14 23:01prnewswire.com
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Spotify Technology S.A. - SPOT
2026-05-14 11:42techcrunch.com
Spotify to adopt Apple's new video podcast tech, offering creators easier cross-platform distribution
2026-05-12 18:56gurufocus.com
Spotify Technology SA (SPOT) Shares Surge 3.6% -- What GF Score of 76 Tells Investors
2026-05-12 16:48globenewswire.com
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Spotify Technology S.A. - SPOT
2026-05-12 10:54247wallst.com
‘Ad-Supported Business Isn't the Path to Success': Why One Analyst Says Spotify Should Lean on Pricing Power Instead

新增披露摘要

披露信息

披露分析

No recent SEC filing metadata in the collected profile.

近期披露

当前 profile 没有可解析的 SEC 披露。

beta / 动量 / 主题

大盘敏感度

Beta

1.55

状态

高 beta

立场

看多

动量

中性

积极观察 · 正常

板块定位

行业

communication-services-internet-content-information

ai-infrastructureenergy-powersoftware-internet