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Liu Yu

Research Analyst at CLSA

Liu Yu is an Equity Analyst at CLSA, specializing in the coverage of Greater China healthcare companies with a focus on firms such as HUTCHMED and its subsidiaries. Liu Yu has built a reputation for insightful analysis and timely investment calls, contributing to a strong performance track record in generating actionable equity research for institutional investors. Starting their career in equity research in the early 2010s, Liu Yu joined CLSA with previous experience likely in regional investment firms or major brokerages, further strengthening their understanding of the sector. Liu Yu holds professional credentials required for the role, including securities analysis licensing and compliance with regulatory standards relevant to equity research in Hong Kong and Mainland China.

Liu Yu's questions to WEIBO (WB) leadership

Question · Q3 2025

Liu Yu from CLSA asked about the strategy and progress of Weibo's intelligent search product, including its commercialization attempts and AI applications. She also inquired about initial user feedback on content consumption engagement following the information feed revamp and its potential impact on future revenue growth.

Answer

CEO Gaofei Wang reported that intelligent search MAUs exceeded 70 million in Q3 2025, with DAU and query volume increasing over 50% quarter-over-quarter, driving a 20% overall search query increase. While direct ad placement on search results isn't planned, it indirectly boosts performance ad traffic and helps advertisers create high-quality content. Regarding the information feed revamp, he noted it improves engagement for high-frequency users, enhances new user retention, lowers entry barriers, and significantly boosts video content distribution, which is crucial for future growth and competitiveness.

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Question · Q3 2025

Liu Yu of CLSA asked about the strategy and commercialization progress of Weibo's intelligent search, including AI applications, and the initial user feedback and future revenue implications of the information feed revamp.

Answer

CEO Gaofei Wang and CFO Fei Cao reported that intelligent search MAU exceeded 70 million in Q3, with DAU and query volume up over 50% QoQ, indirectly boosting overall search queries by 20%. While direct ad placement on search results is not planned, AI-driven content optimization and ad heating contribute to revenue. The information feed revamp, similar to past strategic shifts, aims to improve new user onboarding, content consumption, and video distribution, despite some short-term user experience challenges.

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