美国最高法院驳回前总统特朗普全球关税政策的裁决，对进口依赖度高的消费板块构成明确利好。杰富瑞分析师在研报中指出，此举将缓解成本压力与利润率拖累。尽管整体行业有望受益，但分析师特别指出西格内特珠宝、YETI、SHARKNINJA INC、Nike及勃肯等企业潜在涨幅最为可观。
这些企业此前承受的加权平均关税影响介于6.9%至15.1%之间，杰富瑞认为，随着关税压力消除，各家公司的盈利水平将实现显著提升。午盘交易中，西格内特珠宝、SHARKNINJA INC与勃肯股价走高，而YETI与Nike则小幅下跌。
（注：原文中的记者联系方式及版权信息已按规则隐去）
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