Wayfair公司(代码W)在2024年11月8日出现盘中大跌5.29%的震荡行情,引起了市场的广泛关注。分析人士指出,特朗普政府将对中国产品征收高额关税的预期可能是导致投资者对Wayfair等依赖中国供应链的企业产生担忧的主因。
据报道,在特朗普当选下任美国总统后不到48小时,有家纽约潮牌Steve Madden就宣布启动"去中国化"计划,将45%的中国采购转移到其他国家,以规避特朗普政府计划对中国产品征收高达60%关税的影响。该公司CEO称,未来公司从中国采购的商品比例将会更快下降。
分析人士认为,随着美中贸易战越来越紧张,特朗普政府加征高额关税的可能性较大,这将给许多依赖中国供应链的企业带来巨大压力。投资者可能正是出于这方面的担忧,导致了Wayfair等公司股价的大幅波动。此外,新政府上台后也可能会出台其他对企业产生影响的贸易政策,因此相关行业股价未来仍存在一定不确定性。
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