Jefferies指Monday.com股價拋售過度，維持首選評級
投資銀行Jefferies近日發表報告指出，項目管理軟件供應商Monday.com（NASDAQ代號：MNDY）自第二季度業績公布後，其股價遭受過度拋售，現時在高速增長的軟件股中具吸引價值，故此該行重申將Monday.com列為首選股票。
Monday.com公布第二季度財報後，其股價當日暴跌30%，隨後累計下跌達23%。主要原因是公司全年營收預測僅微幅上調3至4百萬美元，遠低於過往增幅，令市場感到失望。此外，Google搜索算法的調整引發市場對潛在客戶量減少的憂慮，亦壓低股價表現。該股今年迄今已下跌19%，現價較52週高位低44%，Jefferies認為這次拋售幅度明顯過大。
Jefferies強調，Monday.com目前的企業價值與未來銷售比率僅為5.6倍，較過去三年平均值低36%，在高速增長的軟件板塊中屬於估值偏低。同時，按增長調整後的估值比同行低近六成，自由現金流估值亦是該類股中最低。
該行預計Monday.com將維持每年超過20%的營收增長，主要動力來自交叉銷售、人工智能產品變現及向高端市場擴張。Jefferies同時提到，該公司將於9月17日舉行投資者日活動，屆時有望進一步鞏固市場對其成長前景的信心。
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評論與啟示
Monday.com的股價劇烈波動反映了市場對成長型科技股的不確定性與敏感度。Jefferies認為拋售過度，主要基於該公司基本面仍強健，且估值已明顯回落，這種評價為投資者提供了潛在買入良機。值得注意的是，市場對於Google搜索算法改動可能影響客戶獲取的憂慮，反映出科技企業生態系統的複雜性與相互依賴性，投資者在評估此類公司時，需全面考慮外部環境變化對業務的潛在影響。
此外，Monday.com積極推動AI產品變現，並拓展高端市場，顯示其在產品與客戶策略上具備前瞻性。這正符合當前軟件行業對人工智能應用的熱潮，有望為公司帶來長遠增長動力。投資者不妨關注即將舉行的投資者日，了解公司如何具體落實這些策略。
總的來說，Monday.com的現價及估值水平已反映出市場對其短期挑戰的擔憂，反而提供了一個較為吸引的長線增長投資機會。對於尋求高成長軟件股的投資者而言，這或許是一次審慎布局的好時機，但同時也應保持警覺，密切留意公司業務執行及宏觀環境變化所帶來的風險。
以上文章由特價GPT API KEY所翻譯及撰寫。
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"intro": "Create an ultra realistic 8K UHD DSLR photo based on the attached image as a reference of facial features, maintaining 100% likeness.",
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"expression": "Soft yet commanding gaze directed toward the camera—calm, confident, intimate, and hypnotic."
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"macro_environment": "An intimate royal bathing chamber within Cleopatra’s palace, designed as a sacred beauty sanctuary.",
"midground_details": "Soft linen curtains, glowing oil lamps, tall candles, and subtle steam rising from the bath, creating a warm and sensual atmosphere.",
"micro_elements": "Milk ripples around her skin, floating petals touching her shoulders, tiny droplets of moisture on her collarbones, reflections of candle flames on gold jewelry, visible stone texture on the tub, and delicate fabric translucency—every detail sharply rendered with zero blur."
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