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Garena或助Sea实现万亿美元市值梦想，但Shopee增长计划拖累短期市场情绪

分析师称，为支持业务扩张而进行的再投资，反映了该公司重营收增长、轻盈利能力的战略重心。

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Nathania Chew

Published Mon, Oct 27, 2025 · 07:00 AM
    • Sea预计将于11月中旬发布其第三季度业绩。
    • Sea预计将于11月中旬发布其第三季度业绩。 图片来源：路透社

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    【新加坡】分析师表示，Sea旗下电商部门Shopee计划以牺牲利润率为代价专注于增长，这可能会给这家互联网巨头的短期前景带来压力。

    不过，其游戏部门Garena和数字金融服务部门Monee的进展，可能助Sea在第三季度取得良好表现，并朝着创始人李小冬（Forrest Li）提出的集团市值达到1万亿美元的目标再迈进一步。

    CGS International（简称CGSI）分析师姚慧玲（Jacquelyn Yow）认为，Shopee已进入“为增长而再投资的阶段，尤其是在物流领域”。

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