异动解读 | 沃达丰盘中大涨6.71%,财报超预期且德国业务重回增长

异动解读
Nov 11, 2025

英国电信巨头沃达丰(VOD)今日盘中大涨6.71%,引发市场广泛关注。这一显著涨幅主要源于公司发布的最新财报数据超出市场预期,特别是其关键的德国市场业务重回增长轨道。

根据沃达丰公布的2026财年上半年业绩报告,公司总营收同比增长7.3%至196.1亿欧元,略高于华尔街普遍预期。值得注意的是,在其最重要的德国市场,内生服务业务营收在第二财季同比增长了0.5%,达到27.4亿欧元,这标志着该市场多年来首次重回增长。此外,公司整体服务业务营收在第二财季同比增长5.8%,同样超出华尔街预期。

展望未来,沃达丰管理层预计本财年(2026财年)的利润和现金流指标将处于其业绩指引区间的最高端。公司还推出了新的"渐进式"股息派发政策,本财年股息将提高约2.5%。这些积极因素共同推动了投资者信心,促使沃达丰股价在盘中交易中大幅上涨。值得一提的是,沃达丰在英国市场与Three的合并,以及非洲业务的强劲增长,也为公司的整体表现做出了积极贡献。

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