9月1日，贝壳-W盘中下跌3.06%，报45.02港元，成交额719.95万港元。
消息面上，贝壳此前披露中期业绩，上半年净收入434亿元同比下降12%，但经调整净利润47.96亿元同比增长49.2%，呈现"增利不增收"格局。尽管二季度GTV同比转正增长6.3%、多家投行上调目标价，但市场对公司平台资产流失的担忧持续发酵：活跃经纪人同比减少7.5%至45.5万名，活跃门店同比减少1.47%，移动端月活同比下降6.2%，经纪人、门店、流量三端同步收缩。此外，8月28日楼市信贷新政曾推动股价大涨近6%，短期亦存在获利回吐压力。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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