美国最大外卖服务平台DoorDash（DASH）周三夜盘股价大跌7.56%，主要原因是公司公布的第三季度财报显示利润不及预期，同时宣布未来将增加支出，引发投资者对公司盈利能力的担忧。
根据财报，DoorDash第三季度每股收益为55美分，低于分析师预期的69美分。尽管公司营收达到34.5亿美元，高于预期的33.6亿美元，但总成本和支出同比激增23%，从去年同期的26亿美元攀升至31.9亿美元。这一支出的增加主要用于建立合作伙伴关系，以扩大服务范围。
更令投资者担忧的是，DoorDash表示计划在2026年对新产品再增加"数亿美元"的投入，包括开发一个新的全球技术平台。虽然公司强调这些投资将带来长期回报，但短期内可能会面临直接成本与机会成本的双重压力。这一大规模支出计划引发了市场对公司短期盈利能力的担忧，导致股价在财报发布后大幅下跌。
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