异动解读|Etsy盘中上涨5.04%,投行评级调整与AI搜索增长预期提振

行情直击
Oct 09

10月9日,Etsy, Inc.盘中上涨5.04%,报75.09美元/股,成交额7782.42万美元。

消息面上,此前Oppenheimer将Etsy评级上调至跑赢大盘并设定90美元目标价,指出其正受益于人工智能搜索整合、产品改进及应用程序用户参与度提升。第三方数据显示第三季度非应用端买家同比持平,较第二季度3%的降幅显著改善,暗示商品销售总额指引上沿可达。

同时,BTIG Research亦将评级从持有上调至买入,目标价90美元。Arete则下调评级至中性,目标价从85美元调整至81美元,反映卖方观点分歧。公司近期与Remitly达成支付合作,新增15国卖家收款选项,进一步扩展平台生态。

Etsy, Inc.运营双边在线市场,连接全球数百万创意买家和卖家,为工匠与企业家提供销售平台,并为买家提供独特手工制品及个性化购物体验。

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