Appaloosa Lp:惠而浦未能善用关税优势,错失与外资企业合作或合并良机

美股速递
Yesterday

对冲基金Appaloosa Lp指出,美国家电巨头惠而浦(Whirlpool)未能充分利用现行关税政策带来的机遇。该机构认为,公司既未积极寻求与海外企业建立战略合作伙伴关系,也未通过业务合并实现协同效应,错失了提升市场竞争力的关键窗口。

在当前全球贸易格局下,跨国企业普遍通过结构调整应对关税冲击。然而惠而浦仍维持相对保守的运营策略,未能将关税壁垒转化为战略优势。这种被动应对方式可能削弱其长期盈利能力,尤其在供应链成本持续波动的市场环境中更为凸显。

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