异动解读 | BOSS直聘-W盘中大跌5.65%,大行下调目标价及弱首季指引引发担忧

异动解读
Mar 19

BOSS直聘-W(02076)今日盘中股价大跌5.65%,引起了市场的广泛关注。

消息面上,尽管公司公布的2025年全年业绩表现强劲,净利润同比大增71.7%,但里昂发布的研究报告指出,公司对2026年第一季度的业绩指引明显弱于市场预期,这可能是导致股价下跌的直接原因。该行同时将BOSS直聘美股目标价从24.5美元下调至20美元。

报告分析认为,首季指引偏弱可能与今年农历新年时间较晚有关。尽管如此,里昂仍维持对公司“跑赢大市”的评级,并预计其全年收入将保持增长。

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