异动解读 | 做空报告质疑商业模式及转型前景,Opendoor Technologies盘中大跌8.21%

异动解读
Jul 10

Opendoor Technologies Inc (OPEN) 今日盘中股价大幅下跌8.21%,引发了市场的广泛关注。

消息面上,做空机构J Capital Research发布了一份报告,对Opendoor的商业模式及盈利前景提出了质疑,尤其对公司推出的“Opendoor 2.0”平台化转型战略持怀疑态度。此外,公司基本面也面临压力,其一季度GAAP每股亏损0.18美元,远逊于市场预期的亏损0.09美元,盈利能力承压。

此前,该股曾受Russell 3000指数纳入效应及AI转型预期推动连续走强,短期累计涨幅较大。在做空报告发布后,市场情绪受到打击,获利盘集中涌出,加速了股价的回调。

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