异动解读｜Stellantis NV盘中下跌5.07%，Q2盈利大幅不及预期叠加机构集体下调评级

行情直击07-30

7月30日，Stellantis NV盘中下跌5.07%，报5.695美元/股，成交额7177.02万美元。

消息面上，公司当日发布第二季度财报，调整后每股收益为0.12欧元，同比下滑20%，远低于市场预期的0.24欧元；净收入435亿欧元，同比增长13%，略超预期的434亿欧元。上半年调整后每股收益为0.37美元，亦低于分析师预期的0.41美元。尽管营收端表现尚可且公司维持全年中个位数营收增长指引，但盈利能力严重低于预期引发抛压。此外，多家机构集中下调评级：Piper Sandler从增持下调至减持，目标价从14美元大幅降至4美元；摩根大通下调至中性，目标价降至6.85美元；汇丰从持有下调至减持。当前股价已跌至合并成立以来最低水平，北美利润率修复进度远慢于市场预期，多重利空共振下股价承压明显。

（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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