电商平台Etsy（ETSY）今日盘中大跌9.97%，股价遭受重创。此次暴跌主要受两大因素影响：公司高层变动和核心业务指标不及预期。
Etsy宣布任命内部高管Kruti Goyal为新任首席执行官，将于2026年1月1日接替已任职八年多的Josh Silverman。这一高层变动引发了投资者对公司未来发展方向的担忧。与此同时，Etsy公布的第三季度财报显示，公司核心销售指标GMS（商品总交易额）为27.2亿美元，低于分析师预期的27.6亿美元，同比出现下滑。
更令市场失望的是，Etsy预计第四季度GMS将在35亿至36.5亿美元之间，低于去年同期的37.4亿美元。公司首席财务官在投资者电话会议中表示，美国进口贸易路线上遇到了一些压力，暗示关税和贸易限制可能对消费者的可自由支配支出产生潜在影响。这一系列消息导致投资者信心受挫，推动了Etsy股价的大幅下跌。
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