PayPal(PYPL.US)一月内三遭评级下调大摩也加入看空阵营

智通财经2025-12-19

智通财经APP获悉，本月，PayPal(PYPL.US)已第三次遭遇分析师下调评级。周二，摩根士丹利将这家支付巨头的评级从“中性”下调至“减持”。分析师James Faucette在一份研报中指出，其担忧主要源于PayPal品牌支付整合功能的改进进展缓慢，且“比预期更为复杂耗时，目前仍未如预期般有效推动使用量增长”。美国银行证券同样因PayPal品牌支付增长复苏迟缓而调低其评级，并表示认同...

网页链接

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2592134783?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-12-19 11:22","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2592134783","market":"hk","top_or_hot":-1,"title":"PayPal(PYPL.US)一月内三遭评级下调 大摩也加入看空阵营","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，本月，PayPal(PYPL.US)已第三次遭遇分析师下调评级。周二，摩根士丹利将这家支付巨头的评级从“中性”下调至“减持”。分析师James Faucette在一份研报中指出，其担忧主要源于PayPal品牌支付整合功能的改进进展缓慢，且“比预期更为复杂耗时，目前仍未如预期般有效推动使用量增长”。美国银行证券同样因PayPal品牌支付增长复苏迟缓而调低其评级，并表示认同...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1383530.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>PayPal(PYPL.US)一月内三遭评级下调 大摩也加入看空阵营</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPayPal(PYPL.US)一月内三遭评级下调 大摩也加入看空阵营\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-19 11:22 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1383530.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，本月，PayPal(PYPL.US)已第三次遭遇分析师下调评级。周二，摩根士丹利将这家支付巨头的评级从“中性”下调至“减持”。分析师James Faucette在一份研报中指出，其担忧主要源于PayPal品牌支付整合功能的改进进展缓慢，且“比预期更为复杂耗时，目前仍未如预期般有效推动使用量增长”。美国银行证券同样因PayPal品牌支付增长复苏迟缓而调低其评级，并表示认同...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1383530.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4534","symbol_name":"瑞士信贷持仓","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1383530.html","article_id":"2592134783","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2592134783","pubTimestamp":1766114567,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，本月，PayPal已第三次遭遇分析师下调评级。美国银行证券同样因PayPal品牌支付增长复苏迟缓而调低其评级，并表示认同Faucette的评估。此外，摩根大通已于本月初下调了PayPal的评级。截至周四收盘，PayPal股价下跌1.23%。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":["rate"],"viewcount":null,"language":"zh","relate_stocks":{"BK4534":"瑞士信贷持仓","PYPL":"PayPal","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2360107671.USD":"BGF FINTECH \"A4\" (USD) INC","LU0106831901.USD":"贝莱德世界金融基金A2","BK4566":"资本集团","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4106":"数据处理与外包服务","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","BK4535":"淡马锡持仓","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","BK4588":"碎股","BK4227":"交易和支付处理服务","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","LU1861217088.USD":"贝莱德金融科技A2","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","BK4524":"宅经济概念","BK4554":"元宇宙及AR概念","BK4581":"高盛持仓","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4527":"明星科技股","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","BK4585":"ETF&股票定投概念"},"translate_title":"PayPal (PYPL.US) was downgraded three times in a month, Morgan Stanley also joined the bearish camp","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PYPL":1.97},"content_text":"智通财经APP获悉，本月，PayPal(PYPL.US)已第三次遭遇分析师下调评级。周二，摩根士丹利将这家支付巨头的评级从“中性”下调至“减持”。分析师James Faucette在一份研报中指出，其担忧主要源于PayPal品牌支付整合功能的改进进展缓慢，且“比预期更为复杂耗时，目前仍未如预期般有效推动使用量增长”。美国银行证券同样因PayPal品牌支付增长复苏迟缓而调低其评级，并表示认同Faucette的评估。此外，摩根大通已于本月初下调了PayPal的评级。Faucette还提到，PayPal在2026年前面临的其他挑战包括：年轻用户群体Venmo的盈利进展缓慢，以及“智能电商”可能演变为对其构成重大叙事风险的因素。报告总结称：“鉴于增长放缓，且我们预计PayPal需持续投入资金应对上述挑战并通过营销减缓份额流失，其调整后每股收益面临的下修风险正在增加。”PayPal首席财务兼运营官Jamie Miller近期在瑞银的一场活动中表示，公司为支持增长而调整运营费用管理的举措“始终高度自律，并持续保持着强劲的自由现金流表现”。截至周四收盘，PayPal股价下跌1.23%。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-2","news_tag":"rating","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.13","shortVersion":"4.35.13","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2592134783","isCrawlerRequest":true}

PayPal(PYPL.US)一月内三遭评级下调 大摩也加入看空阵营

精彩评论

PayPal(PYPL.US)一月内三遭评级下调大摩也加入看空阵营