4Q25 SEA 收入为68.5 亿美元,同增38.4%,好于VA(Visible Alpha)一致预期(口径下同)的63.9 亿美元,主因三大板块收入均好于预期。4Q25经调整EBITDA 7.9 亿美元,逊于一致预期的8.4 亿美元。管理层在4Q25业绩会上(下同)预计电商板块GMV 有望在2026 年全年实现超过25%的同比增速,并表示2026 年电商板块经调整EBITDA 利润绝对额将高于...
Source Link4Q25 SEA 收入为68.5 亿美元,同增38.4%,好于VA(Visible Alpha)一致预期(口径下同)的63.9 亿美元,主因三大板块收入均好于预期。4Q25经调整EBITDA 7.9 亿美元,逊于一致预期的8.4 亿美元。管理层在4Q25业绩会上(下同)预计电商板块GMV 有望在2026 年全年实现超过25%的同比增速,并表示2026 年电商板块经调整EBITDA 利润绝对额将高于...
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