摩根士丹利的分析师指出,市场对Bumble的情绪走向,很大程度上取决于其计划中的App重装升级能否成功稳住业务基本盘,毕竟这家公司的股价已滑落至历史低点附近。这家约会交友平台正酝酿在第四季度,于部分特定市场推出一款全面焕新的应用。分析师们提到,Bumble打算摒弃传统的滑动匹配模式,转而采用一种全新策略,力图为线上与线下的真实连接架起桥梁。然而,考虑到重装升级的计划要到今年晚些时候才落地,分析师们预计,在Bumble即将到来的季度财报前后,投资者围绕该股的核心争论焦点不会发生太大改变。相反,大家的注意力将会集中在具体产品细节、推出时间节点以及潜在的上行空间上。
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