4月7日周一,柯尔百货(Kohl's)股价在盘中大幅下跌9.62%,引发市场关注。这一跌势并非孤立事件,而是反映了整个美国零售业股票的普遍颓势。
据市场消息,由于美国总统特朗普上周宣布全面征收关税,引发了市场对经济衰退的担忧。这导致美国主要零售商股价在盘前交易中普遍下跌。除柯尔百货外,梅西百货下跌7.7%,沃尔玛下跌3%,塔吉特(Target)下跌3.5%,亚马逊下跌4.2%。家居装饰连锁店如家得宝和劳氏也分别下跌2.4%至3.5%。
值得注意的是,这次零售业股票的集体下挫发生在更广泛的市场动荡背景下。与标准普尔500指数挂钩的期货在周一进一步下跌,与历史高点相比跌幅超过20%,使该指数有望确认进入熊市。截至上次收盘,标普500消费品分销与零售指数年累计跌幅已超过16%,凸显了投资者对零售业前景的担忧。
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