金吾财讯 | Sea（SE）盘中大幅冲高，最新为128.565美元，涨幅11.99%，成交总额8.43亿美元。消息层面上，该东南亚科技公司公布第二季度收入大幅高于预期，Shopee、Monee和Garena均实现强劲增长，抵消了每股收益不及预期的影响，股价上涨。收入同比增长48.1%至77.9亿美元，高于70.9亿美元的一致预期;调整后EBITDA增长10.6%至9.172亿美元。Shopee收入跃升48.9%至49亿美元，GMV增长28.4%至383亿美元，总订单量增长27.5%至42亿。Monee收入增长58.9%至14亿美元，消费者及中小企业未偿贷款增加62.5%至111亿美元，不良贷款率稳定在1.0%。Garena收入增长33.5%至7.466亿美元。管理层表示，Shopee仍有望在2026财年实现10亿美元调整后EBITDA。Sea在本季度以4.168亿美元回购了470万股股票。
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