1312 ET - SoFi Technologies首席执行官安东尼·诺托接受CNBC采访时表示,尽管公司上调了下半年的营收预测,但并未调整盈利指引,这主要是考虑到美联储未来几个月可能加息。公司股价因此承压,即使其二季度业绩表现超出市场预期(营收与利润双双优于预测)。诺托解释称,年初时市场普遍预期利率将下行,但如今情况不明,在此背景下上调每股收益目标并非明智之举。“我认为利率走高总体上会带来一些不确定性,”诺托补充道,“我们只是希望留出缓冲空间。”此外,诺托还透露,SoFi不愿为了短期指引的提振,而削减对增长机会的再投资,其中就包括其稳定币业务。受此影响,SoFi股价下跌8%。
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