金吾财讯 | 受原材料价格上涨和美元走强的影响，汽车零部件零售商AutoZone(AZO)周二公布的第一季度利润和收入不及预期。在新车市场价格昂贵的情况下，消费者购买更多汽车零部件以维持老旧汽车的正常行驶，由此带来的 DIY 汽车零部件需求推动了汽车零部件零售商的利润增长。尽管如此，原材料价格上涨已经影响了包括汽车零部件在内的一系列产品的价格。此外，美国当选总统唐纳德·特朗普提出提高进口关税的威胁也可能损害汽车零部件的价格。AutoZone 首席执行官菲利普·丹尼尔 (Philip Daniele) 在 9 月份曾表示：“如果我们征收关税，我们会把这些关税成本转嫁给消费者。”
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