异动解读|Pinterest盘中下跌7.27%,Q3营收指引增速放缓引发市场担忧

行情直击
Aug 05

8月5日,Pinterest盘中下跌7.27%,报24.0美元/股,成交额1396.66万美元。

消息面上,公司于盘后发布第二季度财报,虽Q2净利和营收均超预期,调整后利润达3.11亿美元,高于分析师预计的2.70亿美元,全球月活用户同比增长11%至6.40亿,但Q3营收指引仅为11.9亿至12.1亿美元,同比增长13%-15%,明显低于Q2的18%增速。公司CFO指出,Q2受益于亚马逊Prime Day移入、世界杯支出(贡献近一个百分点)及TVScientific全季度并表等一次性因素,这些利好将不在Q3重现。同时,来自亚洲跨境零售商的监管压力正延续至Q3,谷歌图片推出类Pinterest的AI个性化功能加剧竞争,叠加GPU容量投资推动收入成本占比面临温和逆风,多重因素引发市场对增长前景的担忧。

(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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