异动解读 | SAP二季度业绩未达预期,股价盘中大跌5.08%

异动解读
Jul 23, 2025

德国软件巨头SAP SE(股票代码:SAP)今日盘中股价大跌5.08%,主要原因是该公司发布的第二季度财报未能达到分析师预期。

根据SAP周二美股盘后公布的财报显示,公司第二季度总营收达90.27亿欧元,同比增长9%(按不变汇率计算增长12%),但略低于分析师预期的90.7亿欧元。云业务方面,SAP第二季度云收入达51.3亿欧元,增长24%(按不变汇率计算增长28%),但同样未达分析师预期的51.7亿欧元。这些略低于预期的数字可能是引发投资者担忧的主要原因。

此外,SAP首席财务官多米尼克·阿萨姆在财报声明中表示:"随着我们进入下半年,我们仍保持谨慎乐观,并密切关注地缘政治发展和公共部门趋势。"这种谨慎的态度也可能加剧了市场的担忧情绪。阿萨姆还指出,美元走软使公司承受了汇率方面的压力,这也可能是投资者关注的另一个风险因素。尽管如此,值得注意的是,SAP过去一年股价上涨约40%,市值已超越荷兰芯片设备制造商阿斯麦,成为欧洲市值最高的企业。今日的股价下跌可能也反映了一些投资者选择获利了结。

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