唯品会:再度跌向谷底,这次还有回购托底吗?

海豚投研
20 May

北京时间 5 月 20 日美股盘前,$唯品会(VIPS.US) 发榜了 2025 年 1 季度财报,概括来看属于预期内的差,收入和利润双双负增长,活跃用户也继续流失。但对此市场也早有预期,各项指标大体都和预期接近,具体来看:1、整体业绩上,本季度唯品会总营收同比负增长 5%,处于先前指引区间的下限(-5%~0%),但市场对此有充分预期,彭博卖方预期中值为负增长 4.7%。并不算预期外 “爆雷”。2...

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