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《大行報告》瑞銀升拼多多(PDD.US)目標價至217美元 季績穩健
阿思達克 03-21 16:13
瑞銀發表報告指,雖然市場對拼多多(PDD.US)預期較高,但上季收入仍比預期高出8%。業績公布後,該行將拼多多2024至2025年經調整淨利潤預測上調1%至7%,目標價由198升至217美元,維持評級「買入」。 瑞銀指,雖然拼多多業績大勝預期,但股價在業績公布後衝高回落,可能是反映投資者擔心中美地緣政治風險在美國總統大選期間對公司下半年的影響。 基本面角度上,該行渠道調查顯示,由於日本、中東和歐洲等其他地區的快速擴張,估計美國對Temu商品成交額的貢獻在2024財年將降至約30%,因此認為美國政治風險的影響將受控。
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