Zalando股价下跌,摩根士丹利因TikTok Shop崛起下调目标价

英为财情
Jul 14, 2025

Investing.com - 周一,Zalando (ETR:ZALG)股价下跌超过4%,此前摩根士丹利将其目标价从€28.50下调至€25.50,警告TikTok Shop扩张至欧洲市场带来的日益增长的冲击。该券商重申了其"减持"评级,并下调了盈利预期,理由是随着社交电商获得牵引力,竞争压力正在上升。TikTok Shop于2025年3月正式在德国和法国推出,并迅速在年轻消费者中获得了势头。其...

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