Sea Limited的股票下跌了16.5%,尽管收入和收入增长强劲,但由于未能预测利润和谨慎的2026年指导,利润和收入却下降了16.5%。
Sea Limited's stock dropped 16.5% despite strong earnings and revenue growth, due to missed profit forecasts and cautious 2026 guidance.
尽管第四季度业绩强劲,Sea Limited的股价仍下跌16.5%,收入增长38.4%,达到68.5亿美元,净利润同比增长73%,但未达到分析师的盈利预期。
Sea Limited's stock fell 16.5% despite strong fourth-quarter results, with revenue up 38.4% to $6.85 billion and net income rising 73% year-over-year, though it missed analyst earnings expectations.
增长主要来自Shopee的电子商务平台,Monee的金融科技服务和Garena的游戏业务,但快速增长的业务部门的利压力和2026年利预测带来了投资者的担忧.
Growth was driven by Shopee’s e-commerce platform, Monee’s fintech services, and Garena’s gaming segment, but margin pressures in fast-growing units and conservative 2026 profit guidance led to investor concern.
该公司报告年收入为229亿美元,净收入为16亿美元,商店在2025年实现了第一个年度营业利润。
The company reported $22.9 billion in annual revenue and $1.6 billion in net income, with Shopee achieving its first annual operating profit in 2025.
分析家认为,出售可能过度,并引述了物流方面的战略投资以及可以提高长期业绩的AI驱动的贷款。
Analysts say the sell-off may be overblown, citing strategic investments in logistics and AI-driven lending that could boost long-term performance.