满帮公司(YMM)今日盘中股价大跌5.15%,引发市场广泛关注。从相关新闻报道来看,这种股价大跌或许与美国消费者财务状况恶化有关。
据富达国际基金经理Rick Patel分析,2025年美国消费市场的潜在裂缝将进一步扩大。部分美国消费者已耗尽疫情期间的储蓄,再加上通胀蚕食购买力,不得不依赖信用卡等信贷消费来维持生活水平。同时,信用卡和汽车贷款的拖欠比例升至14年来新高,显示中低收入阶层的财务压力加剧。
此外,就业市场前景也不太乐观。美国整体失业率虽然上升不多,但离职率和招聘率都呈下降趋势,裁员人数在上升,失业时间超过15周的人数较高。这反映出美国就业人士寻找新工作的信心下降,中小企业又难以从公开债市获得融资支持,可能进一步对劳动力需求构成压力。
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