UPST再暴跌23%，成长股遇上逆周期？_老虎社区_美港股上老虎

UPST再暴跌23%，成长股遇上逆周期？

小斯新报道
2023-11-08

成长股遇上宏观周期不给力，会发生什么呢？首先肯定是暴涨暴跌了。 $Upstart Holdings, Inc.(UPST)$ 在周二盘后暴跌了23％，Q3收入、盈利，以及Q4收入指引均不及预期。

即便UPST身附“AI驱动平台”的概念，也无济于事，从今年最高的72美元，已经回落到盘后的22美元。

说到底，还是逃不过的“高利率环境”压制，因为公司主要提供面向银行和信用合作社的借贷平台的增长。

业绩方面：

Q3收入为1.346亿美元，低于1.397亿美元的共识，低于Q2的1.358亿美元以及去前同期的1.572亿美元；
EPS为-0.05美元，低于共识预期的-0.02美元，从Q2的0.06美元再度转亏；
借贷合作伙伴（银行）通过其平台发放了114,464笔贷款，总额为12亿美元，比2022年第三季度下降了34％；
Q4收入指引约为1.35亿美元，共识预期为1.576亿美元

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玉米地里吃亏
·2023-11-08
为什么我觉得 $Upstart Holdings, Inc.(UPST)$ 具备了投资价值？好像有资金在搞事情
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奔跑吧美股
·2023-11-08
金融赛道不好，所以这股票不好是能理解的
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大米饭00
·2023-11-08
“AI驱动平台”的概念已经不能提起资本的兴趣了
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小时候可帅了00
·2023-11-08
如果胆子大的话可以进去博反弹
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倪文珍
·2023-11-08
已阅
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UPST再暴跌23%，成长股遇上逆周期？

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