唯品会股价今日盘中大涨5.39%,引发市场广泛关注。从公司最新季报数据来看,公司2024年第四季度表现理想,营收与净利润均超出市场预期,推动了股价上涨。
数据显示,2024年Q4唯品会净营收和摊薄后每ADS收益均好于分析师预期。值得一提的是,公司当季穿戴类商品GMV同比大增2%,占总GMV比例高达75%,创造了历史新高。
分析人士认为,唯品会服饰类GMV增长主要受益于12月寒冷天气、春节时间提前以及加大冬季系列营销力度等因素影响。不过这种增长可能具有一次性特征,后续消费复苏仍需时日观察。但分析师对公司未来前景持谨慎乐观态度,预计2025年下半年唯品会有望重拾增长。
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