异动解读 | Trade Desk夜盘暴跌近28%,Q2收入增长放缓及需求疲软引发投资者担忧

异动解读
Aug 08, 2025

数字广告技术公司Trade Desk(TTD)在夜盘交易中股价暴跌27.67%,创下近期最大单日跌幅。这一显著下跌主要源于公司发布的第二季度财报未能满足市场预期,以及对未来业务增长的担忧。

根据Trade Desk公布的财务报告,公司第二季度营收同比增长19%,远低于去年同期26%的增长率,显示出明显的增长放缓迹象。公司表示,这一增长减速主要受到联网电视市场对其数字广告服务需求疲软的影响。此外,第三季度收入预期约为7.17亿美元,基本持平,进一步加剧了投资者的担忧。

除了收入增长放缓,Trade Desk的运营支出在本季度猛增近18%,这也对公司的盈利能力造成压力。与此同时,公司宣布了重要人事变动,任命Alex Kayyal为新任首席财务官,将于近期生效。在当前经济不确定的环境下,广告主们倾向于收紧营销预算,并更多地青睐于TikTok、Facebook和Instagram等大型平台,这使得Trade Desk等需求方平台提供商面临更大的竞争压力。分析人士指出,这些因素共同导致了投资者信心的急剧下降,引发了股价的大幅跳水。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10