BUZZ-TD Cowen 将 Gitlab 的评级下调至 "持有 "后,Gitlab 下跌

路透中文
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BUZZ-TD Cowen 将 Gitlab 的评级下调至 "持有 "后,Gitlab 下跌

3月2日 - ** 软件开发公司 Gitlab 的 GTLB.O 股价盘前下跌 2.7% 至 25.60 美元

** TD Cowen将Gitlab的股票评级从 "买入 "下调至 "持有",理由是OpenAI和Anthropic带来的竞争风险不断增加。

** 将预测价格从 56 美元下调至 29 美元,与上一交易日收盘价相比仍有 10.3% 的上涨空间

** Anthropic 的 Claude 代码显示出成为更广泛软件开发平台的愿望,OpenAI 的 Codex 将紧随其后--TD Cowen

** Anthropic和OpenAI正以惊人的速度蚕食GTLB的市场--TD Cowen

** 券商认为公司在 27 财年将面临几项不利因素

** 截至上次收盘,股价在 2025 年下跌 33.4% 后,今年累计下跌近 30%

(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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