异动解读 | 百思买盘中大跌12.59%,增长乏力及关税拖累前景

异动解读
04 Mar

电子产品零售商百思买(BBY)今日盘中大跌12.59%,引发市场广泛关注。

公司刚发布的2025财年业绩指引显示,预计全年可比销售额将持平至增长2%,低于此前预期的1.7%增长,反映出增长动能放缓。高通胀以及消费者对大件商品需求疲软是主要拖累。

另一风险来自特朗普政府即将加征的一轮关税。百思买大约60%产品来自中国,墨西哥也是重要供应商,两地均在关税征税范围之内。新一轮关税很可能抬高公司采购成本,从而进一步压缩利润空间,对业绩前景形成不利影响。

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