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《大行報告》高盛降拼多多(PDD.US)評級至「中性」 目標價下調至136美元
阿思達克 03-12 10:13
高盛發表研究報告,預計拼多多(PDD.US)國內業務的擴張速度將會因為國內競爭格局逐步升級而放緩。該行指,環繞跨境業務的政策格局正迅速變化,包括美國眾議院能源和商業委員會最近通過的法案,重點關注外國應用程式,加上國內電商同業今年重新專注增長。因此,該行將拼多多2024至25年收入預測下調3%,盈測則下調7至10%。 該行認為,受到近期美國法案的影響,在主要國家進一步明確政策之前,可能會在中短期內抑制投資者對拼多多的興趣。該行將集團目標價由196美元下調至136美元,並將評級由「買入」下調至「中性」。
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