美东时间12:31——据瑞银分析师在报告中指出，Peloton Interactive, Inc.近期的用户流失率表现优于预期，这缓解了投资者对订阅价格上涨导致会员退出的担忧。然而，由于公司下调了本财年营收指引，股价仍承压，主要原因是现有会员对新硬件的购买意愿低迷。
分析师强调："问题的关键在于，现有会员的产品更换从来不是Peloton的核心叙事。更关键的因素——也是投资者疑虑的根源——始终是用户流失率。"他们预计流失率将继续向好发展，订阅用户数将趋于稳定，最终推动Peloton重回增长轨道。
"我们认为当前风险收益比极具吸引力，"分析师在维持11美元目标价的同时表示。截至发稿，Peloton股价上涨4.7%至4.12美元。
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2026年3月24日 12:31 ET（16:31 GMT）
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