9月15日，冬海集团（SE）盘中上涨3.01%，报109.435美元/股，成交额9817.8万美元。
消息面上，Arete近日将冬海集团评级从"中性"上调至"买入"，并将目标价从101美元大幅上调至152美元，较当前股价有约39%的上行空间，释放明确看多信号。此前TD Cowen亦将公司目标价从100美元上调至115美元。机构密集上调目标价的背后，是公司二季度业绩表现强劲——营收同比增长48.1%至77.9亿美元，大幅超出市场预期；核心电商平台Shopee营收增长约49%，GMV和订单量均创历史新高，管理层维持Shopee全年10亿美元调整后EBITDA目标。此外，Shopee在巴西推出四小时生鲜配送服务"Turbo"，拓展即时零售赛道，进一步丰富增长逻辑。
（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。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.