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异动解读 | Reddit盘后大跌5.74%，业绩全线超预期但用户增长放缓与获利回吐施压股价

异动解读
Jul 31

Reddit(RDDT)在周四盘后交易中股价大跌5.74%，引发市场广泛关注。尽管公司公布的二季度财报全面超出市场预期，但美国用户增长放缓及"利好兑现"式抛售令股价承压。

财报显示，Reddit二季度营收达8.049亿美元，同比增长61%，远超分析师预期的7.304亿美元；调整后每股收益1.25美元，较市场预期的0.95美元高出约31.58%，同比大增177.78%。同时，公司给出的三季度营收指引为8.6亿至8.7亿美元，同样高于华尔街预期的8.291亿美元。从广告业务来看，二季度广告主数量同比增长70%，中端市场及国际广告商增长尤为强劲，显示其人工智能驱动的广告工具正持续吸引营销商。

然而，财报也暴露出一些隐忧。全球日活跃用户数(DAUq)同比增长18%至1.303亿，但美国地区DAUq环比增速出现放缓。公司首席运营官指出，搜索引擎算法调整带来的"SEO逆风"在本季度完全抵消了用户获取方面的努力，来自搜索引擎的引流波动较大。此外，此前Reddit因考虑不再续签与谷歌每年6000万美元的AI内容授权协议而一度大跌逾9%，市场对其数据资产商业化前景仍存分歧，财报前股价已有所修复，部分资金选择借利好兑现获利了结，进一步加剧了盘后抛压。

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