Pinterest(PINS.US)陷华尔街看淡潮：零售依赖成软肋，AI战略能否力挽狂澜?

智通财经03-02

智通财经APP获悉，Pinterest(PINS.US)近期因宏观环境波动及零售广告支出放缓，陷入了华尔街多投行的集体看淡潮。继2025财年第四季度财报显示营收未达预期后，高盛宣布将Pinterest的目标价由32美元下调至23美元。尽管如此，该行分析师埃里克·谢里丹仍维持对该股票的“买入”评级。谢里丹指出，根据Pinterest公布的第四季度业绩，受宏观经济不利因素影响，公司营收面临压力，这些...

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/2616388835?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-03-02 14:34","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2616388835","market":"fut","top_or_hot":-1,"title":"Pinterest(PINS.US)陷华尔街看淡潮：零售依赖成软肋，AI战略能否力挽狂澜?","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，Pinterest(PINS.US)近期因宏观环境波动及零售广告支出放缓，陷入了华尔街多投行的集体看淡潮。继2025财年第四季度财报显示营收未达预期后，高盛宣布将Pinterest的目标价由32美元下调至23美元。尽管如此，该行分析师埃里克·谢里丹仍维持对该股票的“买入”评级。谢里丹指出，根据Pinterest公布的第四季度业绩，受宏观经济不利因素影响，公司营收面临压力，这些...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1408897.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>Pinterest(PINS.US)陷华尔街看淡潮：零售依赖成软肋，AI战略能否力挽狂澜?</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\">\nPinterest(PINS.US)陷华尔街看淡潮：零售依赖成软肋，AI战略能否力挽狂澜?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-02 14:34 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1408897.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，Pinterest(PINS.US)近期因宏观环境波动及零售广告支出放缓，陷入了华尔街多投行的集体看淡潮。继2025财年第四季度财报显示营收未达预期后，高盛宣布将Pinterest的目标价由32美元下调至23美元。尽管如此，该行分析师埃里克·谢里丹仍维持对该股票的“买入”评级。谢里丹指出，根据Pinterest公布的第四季度业绩，受宏观经济不利因素影响，公司营收面临压力，这些...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1408897.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":"IE00BZ9MQY76.HKD","symbol_name":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1408897.html","article_id":"2616388835","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2616388835","pubTimestamp":1772433254,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，Pinterest近期因宏观环境波动及零售广告支出放缓，陷入了华尔街多投行的集体看淡潮。继2025财年第四季度财报显示营收未达预期后，高盛宣布将Pinterest的目标价由32美元下调至23美元。受此类密集降级消息影响，Pinterest的市场表现持续承压。分析人士指出，2026年第一季度的业绩表现将成为检验Pinterest能否通过 AI赋能重塑商业化逻辑，并重新赢回华尔街信心的关键节点。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4077":"互动媒体与服务","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4551":"寇图资本持仓","BK4588":"碎股","LU2317271919.USD":"BGF FUTURE CONSUMER \"A2\" (USD) ACC","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","PINS":"Pinterest, Inc.","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4548":"巴美列捷福持仓","BK4508":"社交媒体"},"translate_title":"Pinterest (PINS.US) is caught in a bearish tide on Wall Street: retail dependence has become a weakness, can AI strategy turn the tide?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PINS":1.5},"content_text":"智通财经APP获悉，Pinterest(PINS.US)近期因宏观环境波动及零售广告支出放缓，陷入了华尔街多投行的集体看淡潮。继2025财年第四季度财报显示营收未达预期后，高盛宣布将Pinterest的目标价由32美元下调至23美元。尽管如此，该行分析师埃里克·谢里丹仍维持对该股票的“买入”评级。谢里丹指出，根据Pinterest公布的第四季度业绩，受宏观经济不利因素影响，公司营收面临压力，这些因素对主要零售广告商产生了冲击。不过，高盛也提到，Pinterest的用户群体实现了稳健增长，其中Z世代用户的贡献尤为显著。与此同时，加拿大皇家银行采取了更为谨慎的立场，将该股的评级从\"跑赢大盘\"下调至\"与行业持平\"，目标价从38美元下调至17美元。该行在研究报告中认为，公司第四季度业绩令人失望。尽管该行分析师承认关税是Pinterest第四季度业绩的主要影响因素之一，但也指出该公司此前围绕产品周期和提升转化率制定的计划未能实现有意义的财务上行空间。除上述两家机构外，汇丰、花旗及美银证券也纷纷加入了降级或调低目标价的行列。其中，汇丰将评级调至“持有”，并将目标价修正为24.90美元;花旗与美银证券则动作更为激进，均将评级降至“中性”，且一致将目标价定在了19美元附近。这些机构普遍担心，相较于Meta(META.US)或谷歌(GOOGL.US)等拥有多元化广告主结构的竞争对手，Pinterest对零售业的高度依赖使其在当前不确定的宏观政策环境下显得尤为脆弱。受此类密集降级消息影响，Pinterest的市场表现持续承压。市场投资者目前正密切关注该公司管理层如何通过人工智能(AI)战略优化广告精准度，以抵消零售端广告主预算收缩带来的负面冲击。分析人士指出，2026年第一季度的业绩表现将成为检验Pinterest能否通过 AI赋能重塑商业化逻辑，并重新赢回华尔街信心的关键节点。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","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/2616388835","isCrawlerRequest":true}