-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：eBay公佈了強勁的2026財年第一季業績，營收達30.89億美元（成長19.5%），超出市場預期5,400萬美元；調整後每股收益為1.66美元（成長21%），超出預期0.08美元。商品交易總額（GMV）達到222億美元（成長18%，以固定匯率計算成長14%），較第四季8%的固定匯率成長率提升。這主要得益於美國市場的強勁表現（成長27%）和國際市場的改善趨勢（成長10%）。貴金屬需求的增加、收藏品業務的強勁表現以及高達5.81億美元的廣告收入（其中第一方廣告收入成長33%）也支撐了業績成長。管理層給出了高於市場預期的第二季度商品交易總額 (GMV) 指引，預計為 213 億美元至 217 億美元，全年增長預期為 7.0% 至 7.5%（匯率中性），但這同時也意味著隨著時間的推移，增速將顯著放緩。 eBay 即將以 12 億美元收購 Etsy 旗下的 Depop，預計將於 2026 年第三季末完成，此舉旨在拓展 eBay 在年輕時尚消費者群體中的影響力。我們預計，隨著貴金屬需求恢復正常，GMV 成長速度將放緩，但重點品類和 Depop 的整合應能持續推動成長。
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