行业竞争加剧，小摩下调Sea评级至“中性”

智通财经06-25

摩根大通发表研报，将Sea评级从“增持”下调至“中性”，部分原因是来自字节跳动旗下TikTok和拼多多的Temu的竞争加剧。摩根大通分析师Ranjan Sharma、Sigrid Qiu和Alex Yao在一份报告中表示：“在我们看来，竞争的逐步加剧，现在可能会限制对(Sea)近期盈利修正和股价的积极走势。”摩根大通还将这家总部位于新加坡的公司的目标价从84美元下调至78美元。据了解，Sea经营...

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