-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：eBay公布了强劲的2026财年第一季度业绩，营收达30.89亿美元（增长19.5%），超出市场预期5400万美元；调整后每股收益为1.66美元（增长21%），超出预期0.08美元。商品交易总额（GMV）达到222亿美元（增长18%，按固定汇率计算增长14%），较第四季度8%的固定汇率增长率有所提升。这主要得益于美国市场的强劲表现（增长27%）和国际市场的改善趋势（增长10%）。贵金属需求的增加、收藏品业务的强劲表现以及高达5.81亿美元的广告收入（其中第一方广告收入增长33%）也支撑了业绩增长。管理层给出了高于市场预期的第二季度商品交易总额 (GMV) 指引，预计为 213 亿美元至 217 亿美元，全年增长预期为 7.0% 至 7.5%（汇率中性），但这同时也意味着随着时间的推移，增速将显著放缓。eBay 即将以 12 亿美元收购 Etsy 旗下的 Depop，预计将于 2026 年第三季度末完成，此举旨在拓展 eBay 在年轻时尚消费者群体中的影响力。我们预计，随着贵金属需求恢复正常，GMV 增速将放缓，但重点品类和 Depop 的整合应能持续推动增长。
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