金吾财讯 | 贝壳(BEKE)盘前跌超1%，截至发稿，报16.45美元。消息面上，高盛近日发表报告指出，在贝壳2025年第三季财报电话会议上，管理层提出了几个关键主题，包括房地产市场低迷可能对交易总额前景造成压力，且预期年底前不会有进一步的政策支持、新兴业务收入增长因策略转向盈利能力和会计准则变更而暂时放缓等。该行基于下调4%至5%的交易总额预估，将贝壳2025至2027年收入预测下调5%至11%，由于营运杠杆降低，将2025至2027年净利润预测下调13%至15%，此影响部分被公司的效率提升所抵消。据此，高盛将贝壳美股12个月目标价下调至18.6美元。
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