安博(PLD)今日盘中大涨5.1%,引起了市场广泛关注。公司公布的财报显示,第四季度核心运营资金(FFO)为每股1.50美元,超出分析师预期的1.39美元。
安博表示,第四季度业绩改善主要得益于对其仓储空间需求的增长,以及一处位于芝加哥的数据中心的出售。公司首席执行官Hamid Moghadam指出,大选后租赁活动保持强劲,反映了仓储市场正接近拐点。不过,由于未来货运需求的不确定性,公司给出的2025年核心FFO指引中值略低于分析师预期。
分析人士认为,特朗普新政府的贸易政策对未来产业供应链可能产生影响,进口商或将进行备货,从而促进了对安博仓储资产的需求。尽管如此,投资者对特朗普最终将采取何种贸易政策仍持观望态度。特朗普暂未制定普遍加征关税的具体计划,并表示2月1日将开始对加拿大和墨西哥商品征收边境税。
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