多邻国美东时间 2 月 26 日盘后发布了 2025 年第四季度的业绩,又是熟悉的指引暴雷。具体来看:1. 指引崩了,“真疲软” 还是 “假保守”?直接先看指引问题,管理层预计 Q1 的 Bookings 增速只有 11%,并且全年增长的区间范围也是 10-12%,这与 2025 年的 33% 相比,显然已经不是自然放缓。与此同时,EBITDA 利润率指引同样低于预期,甚至相比 2025 年下降 ...
Source Link多邻国美东时间 2 月 26 日盘后发布了 2025 年第四季度的业绩,又是熟悉的指引暴雷。具体来看:1. 指引崩了,“真疲软” 还是 “假保守”?直接先看指引问题,管理层预计 Q1 的 Bookings 增速只有 11%,并且全年增长的区间范围也是 10-12%,这与 2025 年的 33% 相比,显然已经不是自然放缓。与此同时,EBITDA 利润率指引同样低于预期,甚至相比 2025 年下降 ...
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