金山云(KC)在上周二盘前大幅下跌5.8%,引起市场广泛关注。据分析,本轮下跌或与当下美国政府的贸易政策存在一定关联。
消息面上,美国总统特朗普当天承诺将对所有入境钢铁和铝产品征收25%的关税,投资者担忧此举可能引发全球贸易战,并对跨国企业的海外业务和营收产生不利影响。
作为一家提供云计算和人工智能服务的科技公司,金山云业务遍及全球多个国家和地区。如果特朗普政府的加征关税计划付诸实施,预计金山云的海外业务可能受到一定冲击,进而影响其整体营收水平,这可能是导致股价下滑的重要因素。然而,金山云尚未就此事发表任何官方评论。
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