eBay公司(EBAY)今日盘中大跌5%,引发了市场的广泛关注。
消息面上,知名投行杰富瑞将eBay的投资评级从"持有"下调至"跑输大市",并将目标价从60美元下调至52美元,成为该股大跌的主要诱因。
杰富瑞分析师表示,他们预计eBay广告收入的增长将放缓,从而影响eBay的商品交易总额(GMV)和息税折旧及摊销前利润。广告收入一直是eBay盈利的重要来源之一,预期收入放缓将抑制eBay的再投资能力。与此同时,中国经济增长放缓也消除了eBay的一个关键增长动力。
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