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r/stocksr/stocks· u/zuckzuckonit· 2 天前Company News 72

Bumble 股价飙升 15%,因该约会软件探索出售事宜

投资者摘要看多

Bumble 股价大涨 15%,因该约会应用正探索潜在出售事宜,摩根士丹利担任顾问,但交易尚未确定。

看多要点
  • Bumble 正在探索潜在出售,这通常会为股东带来收购溢价。
  • 受此消息影响股价飙升 15%,反映出市场对成功达成交易的强烈乐观情绪。
看空要点
  • 在线约会行业面临增长放缓,这可能会限制估值并降低买家的兴趣。
  • 出售并非板上钉钉;如果公司决定保持独立,股价可能会回吐涨幅。
帖子正文
高质量模型翻译结果

https://www.reuters.com/business/bumble-dating-app-explores-sale-sources-say-2026-06-25/

"纽约,6月25日(路透社)——据三位了解内情的人士透露,约会应用Bumble(BMBL.O),新开标签页,由于在线约会行业增长放缓,正在考虑出售事宜。

这家曾因成为首批要求女性主动发起对话的大型平台而获得关注的公司,正与摩根士丹利(MS.N),新开标签页的投资银行合作,推进潜在的出售流程,知情人士表示,由于讨论内容保密,他们要求匿名。

这些消息来源警告称,目前尚不确定是否会有交易达成,该公司也可能选择保持独立运营。

Bumble尚未就置评请求作出即时回应。摩根士丹利以及持有Bumble约22%股份(根据路孚特数据)的资产管理公司黑石集团均拒绝发表评论。"

讨论 · 高赞评论15 条精选
u/Comfortable-Sky7801 187· 2 天前高赞

Dating apps are so garbage nowadays, the prices, the bots, the low effort profiles, getting ghosted etc

u/point_of_you 59· 2 天前高赞

The whole "dating app" business model is clownish if you ask me.

They NEED people to be single to collect subscription fees, but the alleged purpose is to connect people so they can quit paying and leave the app forever lol.

Hard pass on putting any money into these sorts of companies.

u/ShadowLiberal 38· 2 天前

Not to mention the severe gender imbalances on those sites.

Ashley Madison (the cheater dating site) was the worst. The data breach from a few years ago showed that there were barely more then 1000 actual women on the site, and that was with the very low bar of 1) created an account registered as a woman, 2) sent at least one message to a man. And the data breach even found a bunch of accounts that were almost certainly run by Ashley Madison themselves based on the logs, no doubt to try to keep cheating men on their site and paying subscriptions to them.

u/point_of_you 13· 2 天前

Lmao!

Soon enough there will be call center-style jobs in Nigeria and India where they manage multiple fake profiles to flirt with paying subscribers for these apps. Or maybe AI can be used to create convincing profiles and send/respond to messages and flirt with lonely users and drive engagement metrics?

That would be very bullish for this scam business model!

u/FullOf_Bad_Ideas 14· 2 天前

I've seen those complaints since forever.

Yet, most of couples get together nowadays through them.

I think Reddit and other spaces just like to complain about it. They worked for me.

u/clintron_abc 15· 2 天前

for everyone that worked, was either long time ago, before covid or the looks match is very disproportionate, where the guy is much better looking than the girl. It's not a match like you see in normal couples that meet during collega or through friends.

u/FlyingStarShip 13· 2 天前

Funny thing is article they posted is from 2019 so exactly what you said lol

u/Waiting4Reccession 12· 2 天前

What do 600 workers even do all day for a dating app company. Aside from selling ad space, isnt everything already set up and working?

I can never wrap my head around how many employees these type of companies have, bumble is actually way less employees than some of these other ones.

u/hroaks 160· 2 天前高赞

15% pop after 95% drop.

u/urfaselol 78· 2 天前高赞

Chris Paul makes a huge three to trim the led down to 39

u/cranberrie_sauce 31· 2 天前

pathetic

u/TrashPanda_924 22· 2 天前

Weird irony that a dating app is looking for a suitor.

u/cranberrie_sauce 11· 2 天前

nah. its going to go absolutely nowhere.

issue is - the global societal collapse and not lack of some magical matching features.

For those to have any chance of working you would have to dump your entire private life into that app, and noone is going to do that, everyone is trying to show only their best side on those apps.

u/AdamEgrate 11· 2 天前

I think Bumble is giving us a glimpse of what the future internet will be like. There was definitely a golden age of online dating, but those days are long gone.