星巴克（SBUX）今日盘中大跌5.94%，引发市场广泛关注。这一显著跌幅主要受到两个因素的影响：华尔街知名投行下调评级以及公司在印度市场的扩张计划放缓。
首先，投资银行Baird将星巴克的股票评级从此前的"优于大市"下调至"中性"，并将目标价从114美元大幅下调至85美元。这一评级调整反映了分析师对星巴克未来增长前景的谨慎态度，可能引发了投资者对公司股票的看空情绪。
其次，有报道称星巴克正在大幅放缓其在印度市场的扩张步伐。公司原计划到2028年将印度门店数量增加至1000家，但最新消息显示，由于印度中产阶级消费者削减了在星巴克的消费，公司不得不调整其扩张策略。星巴克印度合资伙伴塔塔消费品公司首席执行官Sunil D'Souza透露，在2024年最后一个季度，新开门店数量仅为季度目标30家的一半多一点。这一消息引发了投资者对星巴克全球增长前景的担忧，特别是在快速增长的新兴市场。
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