异动解读 | DoorDash夜盘大涨13.64%,订单增长强劲超预期成主要推力

异动解读
Feb 19

DoorDash, Inc. (DASH) 今日夜盘股价大幅上涨13.64%,引发了市场的广泛关注。

消息面上,公司公布了强劲的第四季度业绩及第一季度展望。其第四季度市场总订单价值(GOV)同比增长39%至296.8亿美元,订单量增长32%至9.03亿份,均远超市场预期。同时,公司预计第一季度市场总订单价值将在310亿至318亿美元之间,显著高于华尔街此前296.1亿美元的预期,显示出外卖需求保持坚挺,以及在食品杂货、零售和国际市场的积极扩张势头。

尽管公司因正在进行大规模技术平台改造、对Deliveroo的额外投资以及监管成本等因素,导致第一季度调整后利润预期略低于分析师平均预期,但强劲的订单增长数据完全抵消了利润方面的担忧,成为推动股价在夜盘交易中飙升的主要动力。

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