文|相青编辑|赵元出品|增长工场东南亚小腾讯Sea 交出了一份超预期的财报,但资本市场并不买单。财报显示,Sea 2025 年第四季度营收同比增长38%,达到68.5亿美元,高于华尔街 64.3 亿美元的一致预期,超预期幅度达6.32%。但财报发布后,Sea 3月3日的股价一度下跌26.8%,之后回升至收盘时跌幅约16%。一边是远超预期的营收增长,一边是资本市场的剧烈抛售。这种反差背后,意味着...
Source Link文|相青编辑|赵元出品|增长工场东南亚小腾讯Sea 交出了一份超预期的财报,但资本市场并不买单。财报显示,Sea 2025 年第四季度营收同比增长38%,达到68.5亿美元,高于华尔街 64.3 亿美元的一致预期,超预期幅度达6.32%。但财报发布后,Sea 3月3日的股价一度下跌26.8%,之后回升至收盘时跌幅约16%。一边是远超预期的营收增长,一边是资本市场的剧烈抛售。这种反差背后,意味着...
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