10月1日，Sea Ltd盘中下跌3.07%，报94.37美元/股，成交额1.63亿美元。
消息面上，DBS银行分析师将Sea Ltd评级从"买入"下调至"持有"，目标价从148美元大幅削减至105美元，成为本轮股价走弱的直接催化剂。此外，公司高管Wang Yanjun于9月29日至30日再度减持2000股A类普通股，延续了8月以来的内部人减持趋势。行业层面，综合零售板块整体承压，亚马逊跌1.03%、MercadoLibre跌3.26%、Coupang跌1.41%，板块共振加剧下行压力。值得注意的是，此前Benchmark曾上调目标价至175美元、Arete上调至152美元并给予买入评级，机构间分歧明显加大。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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