港股市场上，极兔速递-W（01519.HK）今日盘中大涨5.18%，截至发稿时报10.92港元，成交额达5.72亿港元。值得注意的是，该股本月内累计涨幅已超过六成，表现亮眼。
极兔速递-W股价大涨主要受以下因素推动：首先，公司第二季度包裹量超出市场预期。数据显示，第二季度合计包裹量录得73.92亿件，同比增长23.5%，这一增长主要受益于东南亚及拉美电商市场的快速发展。其次，多家券商发布了积极的研报。美银证券上调极兔速递2025至2027年经调整净利润预测9%至30%，并将目标价从7.7港元上调至9.1港元，重申"买入"评级。摩根士丹利也预计公司今年上半年经调整净利将达约2.35亿美元，远高于去年同期的6300万美元。
此外，行业监管政策的变化也为公司带来利好。国家邮政局近期明确表态反对"内卷式"竞争，推动行业回归理性发展。分析认为，这将有助于缓解行业恶性竞争，提高企业盈利能力。随着公司业绩持续向好，以及行业环境的改善，市场对极兔速递-W的未来发展前景保持乐观态度。
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