BUZZ-伯恩斯坦因近期盈利担忧下调Grab目标价

路透中文
Jan 26
BUZZ-伯恩斯坦因近期盈利担忧下调Grab目标价

1月26日 - ** 伯恩斯坦将新加坡科技公司Grab Holdings GRAB.O的目标价从6.60美元下调至5.80美元;与该股上次收盘价相比仍有约27%的上涨空间

** 称Grab应利用其品牌、广泛的影响力和庞大的用户群来扩大其总可寻址市场(TAM)并更积极地投资于Agentic AI,这可能需要更高的投资、更低的利润率甚至亏损。

** 经纪公司认为,Grab 应加快向按需杂货领域扩张的步伐

** 券商称,"我们认为 Grab 已经在采取措施扩大其 TAM,这些努力将在短期内拖累利润率,但在几年后会带来收益。"

** GRAB 在 2025 年上涨了约 6%

(为便利非英文母语者,路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误,或未能包含所需语境,路透不保证自动化翻译文本的准确性,仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失,路透不承担任何责任。)

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