美国零售巨头沃尔玛(Walmart,股票代码:WMT)在盘后交易中股价大跌5.04%,引发投资者关注。
据彭博社报道,尽管此前已被有关部门约谈,沃尔玛仍继续推动中国供应商降价,以抵消美国总统特朗普施加的关税影响。知情人士透露,沃尔玛坚持要求供应商每轮关税降价多达10%,这基本上等同于让中国供应商承担全部关税成本。这一做法引发了市场对公司未来经营和中美贸易关系的担忧。
分析人士指出,沃尔玛的这一策略可能带来多重风险。首先,它可能损害与中国供应商的长期合作关系;其次,如果中国政府采取反制措施,可能会影响沃尔玛在中国市场的运营;最后,这种做法可能引发其他零售商效仿,进一步加剧中美贸易紧张局势。投资者担心这些因素可能会影响沃尔玛的长期盈利能力和全球供应链稳定性,从而导致股价下跌。
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