异动解读｜Spotify盘中上涨3.03%，多家机构上调目标价叠加AI战略推进延续反弹势头

行情直击08-10

8月10日，Spotify盘中上涨3.03%，报504.0美元/股，成交额6744.02万美元，延续Q2业绩公布后超跌修复走势。

消息面上，Morgan Stanley将Spotify目标价上调至640美元并维持增持评级，认为年内14%的跌幅构成买入机会；Cantor Fitzgerald亦于近日将目标价上调至530美元。与此同时，公司明确AI音乐功能的推出不需要与所有主要唱片公司达成协议，并宣布扩大与独立音乐发行商Merlin的合作，计划推出AI混音工具"研究预览"功能。尽管Q2每股收益3.03美元不及预期的3.29美元，且Q3月活用户指引偏弱，但机构连续上调目标价叠加AI产品落地预期，推动市场对估值修复的信心回升。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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