在当选美国总统后,特朗普威胁对中国进口商品加征高达60%的关税,这一言论引发了市场的剧烈动荡。作为主要进口商品零售商,Wayfair(W)盘中一度大跌13.79%。
除了Wayfair之外,塔吉特、沃尔玛、百思买、美泰等多家零售商股价纷纷下跌。家得宝、劳氏等家装零售商,以及耐克、Crocs、Lululemon等服装鞋类品牌也不同程度受到了冲击。
据分析师指出,这些公司的定价能力有限,关税上调将直接推高进口商品价格,进而挤压利润空间。哥伦比亚Threadneedle投资公司高级分析师Mari Shor表示,在疫情后如果再次涨价来抵消关税影响,公司面临的信心危机。
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