Instacart（股票代码：CART）今日盘中大涨15.21%，引起了市场的广泛关注。
消息面上，该公司公布了强劲的2025年第四季度业绩，并发布了超出市场预期的2026年第一季度业绩指引。第四季度，其商品交易总额（GTV）同比增长14%，为三年来最快增速；营收同比增长12%至9.92亿美元。同时，其广告业务在2025年首次实现年营收突破10亿美元，占总营收约30%，展现了多元化的盈利增长动力。
更令市场振奋的是，公司预计2026年第一季度GTV将增长11%至13%，具体范围在101.3亿至102.8亿美元之间，高于分析师平均预期的99.5亿美元。此外，预计调整后息税折旧及摊销前利润（EBITDA）在2.8亿至2.9亿美元之间。这些强劲的业绩表现和乐观指引，共同反映了其在线杂货配送平台需求的稳健复苏，显著增强了投资者信心，从而推动了股价在盘中交易中的大幅上涨。
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