巴西金融科技公司Nu Holdings Ltd.（股票代码：NU）今日盘中股价大幅下跌8.78%，引发了市场的广泛关注。
消息面上，公司稍早前公布了2026年第一季度财报。尽管营收达到53.2亿美元，超出市场预期，但按公认会计准则（GAAP）计算的每股收益为0.18美元，低于华尔街分析师平均预期的0.19美元。同时，公司第一季度净利润为8.714亿美元，同样低于市场预期，主要原因是贷款快速增长导致信用损失拨备增加。
此外，公司管理层对未来美国市场的扩张计划表达了审慎态度，预计在2026年至2027年间，其在美国市场的投资规模最高将维持在集团综合效率比100个基点以下。这一表态被市场解读为增长步伐可能放缓的信号，进一步加剧了投资者对公司未来盈利能力的担忧，从而共同导致了股价的大幅下跌。
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