沃达丰股价走低：德国业务表现不及预期，调整后盈利未达市场预估

环球市场播报05-12

专题：聚焦美股2026年第一季度财报今年以来，沃达丰集团股价累计涨幅超 17%。　　英国电信巨头沃达丰公布财报后股价下跌，核心原因是其最大市场德国业务服务收入下滑，且调整后盈利小幅不及市场预期。　　这家英国电信企业公布，截至 3 月 31 日的财年，扣除租赁支出后的调整后息税折旧摊销前利润为113.5 亿欧元（约 133.8 亿美元），上年同期为 109.3 亿欧元。　　根据公司汇总的...

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}\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\">\n沃达丰股价走低：德国业务表现不及预期，调整后盈利未达市场预估\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-12 18:08 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-05-12/doc-inhxrshi8323945.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>专题：聚焦美股2026年第一季度财报\n今年以来，沃达丰集团股价累计涨幅超 17%。\n　　英国电信巨头沃达丰公布财报后股价下跌，核心原因是其最大市场德国业务服务收入下滑，且调整后盈利小幅不及市场预期。\n　　这家英国电信企业公布，截至 3 月 31 日的财年，扣除租赁支出后的调整后息税折旧摊销前利润为113.5 亿欧元（约 133.8 亿美元），上年同期为 109.3 亿欧元。\n　　根据公司汇总的...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-05-12/doc-inhxrshi8323945.shtml\">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":"FT_SY_FDXS","symbol_name":"微型德国指数","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-05-12/doc-inhxrshi8323945.shtml","article_id":"2634029762","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2634029762","pubTimestamp":1778580480,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"今年以来，沃达丰集团股价累计涨幅超 17%。　　英国电信巨头沃达丰公布财报后股价下跌，核心原因是其最大市场德国业务服务收入下滑，且调整后盈利小幅不及市场预期。　　根据公司汇总的分析师一致预期，市场原本预估该项调整后 EBITDA 为 114.8 亿欧元。　　公司表示，贡献集团约三分之一总收入的德国市场，营收从 121.8 亿欧元降至121.3 亿欧元，内生服务收入下滑 0.2%；主要受市场竞争加剧、电视相关法规修订影响。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4132":"无线电信业务","BK4585":"ETF&股票定投概念","BK4588":"碎股","VOD":"沃达丰"},"translate_title":"Vodafone shares lower: German business underperforms expectations, adjusted earnings miss market estimates","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"VOD":1.5,"FDAXmain":1.5,"FDXSmain":0.6,"FDXMmain":1.5},"content_text":"专题：聚焦美股2026年第一季度财报\n今年以来，沃达丰集团股价累计涨幅超 17%。\n　　英国电信巨头沃达丰公布财报后股价下跌，核心原因是其最大市场德国业务服务收入下滑，且调整后盈利小幅不及市场预期。\n　　这家英国电信企业公布，截至 3 月 31 日的财年，扣除租赁支出后的调整后息税折旧摊销前利润为113.5 亿欧元（约 133.8 亿美元），上年同期为 109.3 亿欧元。\n　　根据公司汇总的分析师一致预期，市场原本预估该项调整后 EBITDA 为 114.8 亿欧元。\n　　沃达丰伦敦上市股票早盘下跌 3.5%，报 1.16 英镑；该股年内累计涨幅仍略超 17%。\n　　投资机构 AJ Bell 分析师拉斯・穆尔德在客户研报中表示，股价回落，一方面源于前期涨幅已大，另一方面刚结束的财年及新财年开局均未出现超预期利好。\n　　他指出：“市场甚至略带失望情绪。公司欧洲以外业务增长更强劲，而德国业务能否重回正轨，沃达丰尚未给出足够说服力的表现。”\n　　财报期内，集团总营收从上年 374.5 亿欧元增至404.6 亿欧元。\n　　公司表示，贡献集团约三分之一总收入的德国市场，营收从 121.8 亿欧元降至121.3 亿欧元，内生服务收入下滑 0.2%；主要受市场竞争加剧、电视相关法规修订影响。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：郭明煜","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; 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