异动解读 | 百思买季报超预期上调全年展望,盘中大涨5.08%

异动解读
Nov 25, 2025

电子产品零售巨头百思买(Best Buy)今日盘中大涨5.08%,股价表现强劲。这一涨势主要受该公司发布的第三季度财报超出市场预期以及上调全年业绩展望的利好消息推动。

根据百思买公布的财报,公司第三季度实现营收96.7亿美元,超出分析师此前预期的95.8亿美元。同店销售额同比增长2.7%,远超分析师平均预期的1.62%。调整后每股收益达1.4美元,同样优于市场预估的1.3美元。百思买首席执行官科里·巴里表示,强劲的业绩表现主要得益于电脑、游戏和手机业务的持续增长。

更为重要的是,百思买上调了2026财年的全年业绩指引。公司现预计全年同店销售额将增长0.5%至1.2%,显著高于此前预期的下降1%至增长1%区间。全年营收预期也上调至416.5亿至419.5亿美元。这一调整反映了公司对即将到来的假日购物季的乐观预期,认为消费者将借助大幅折扣积极升级电子产品。投资者对这一前景表示认可,推动股价大幅上涨。

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