美国玩具制造商美泰公司（MAT）今日盘中股价大涨5.05%，引发市场关注。这一涨幅可能与该公司在面对潜在关税压力时展现出的竞争优势有关。
据报道，如果特朗普政府对华关税升至145%，美国玩具行业将面临巨大成本压力。然而，作为行业巨头的美泰公司可能从中受益。目前，美泰公司仅有20%的产品在中国生产，并计划到2027年将这一比例进一步降至10%。相比之下，其主要竞争对手孩之宝公司目前在中国的生产占比为50%。
分析人士指出，关税上调可能导致小型玩具制造商退出市场或破产，为美泰等大型企业创造了扩大市场份额的机会。摩根大通的报告强调了供应链优势的重要性，称"当小厂被迫涨价20%时，美泰只需涨5%"。这种成本优势可能是投资者看好美泰股票的主要原因，尽管整个行业面临挑战。
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