消息面上,近期多家投行相继下调Carvana目标价:Jefferies于7月14日将目标价从95美元下调至90美元,维持买入评级;此前RBC Capital Markets已将目标价从92美元下调至85美元,主要因公司最新应收账款证券化条件环比走弱,超额利差下降66个基点,超额抵押目标上升50个基点,对单车毛利构成压力。此外,公司将于7月29日发布二季度财报(预期EPS为0.42美元),市场或存在业绩兑现前的观望情绪。行业层面,汽车零售板块整体走弱,奥莱利跌1.32%,汽车地带跌1.55%,Advance Auto Parts跌2.28%。
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