异动解读 | 做空报告质疑商业模式及转型前景，Opendoor Technologies盘中大跌8.21%

异动解读07-10 23:26

Opendoor Technologies Inc (OPEN) 今日盘中股价大幅下跌8.21%，引发了市场的广泛关注。

消息面上，做空机构J Capital Research发布了一份报告，对Opendoor的商业模式及盈利前景提出了质疑，尤其对公司推出的“Opendoor 2.0”平台化转型战略持怀疑态度。此外，公司基本面也面临压力，其一季度GAAP每股亏损0.18美元，远逊于市场预期的亏损0.09美元，盈利能力承压。

此前，该股曾受Russell 3000指数纳入效应及AI转型预期推动连续走强，短期累计涨幅较大。在做空报告发布后，市场情绪受到打击，获利盘集中涌出，加速了股价的回调。

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