10月7日，罗宾逊物流盘中下跌5.08%，报133.465美元/股，成交额2.04亿美元。消息面上，公司宣布以58亿美元收购RXO，市场对其财务负担及短期资金压力产生担忧，叠加摩根大通将目标价从225美元下调至198美元，进一步压制估值预期。
此次收购采用每股17.25美元现金加股票形式，交易总规模达58亿美元。UBS认为该交易将帮助公司扩大与竞争对手的差距，但客户重叠影响有限。摩根大通虽维持增持评级，但下调目标价12%，反映市场对整合成本及资本支出的审慎态度。
罗宾逊全球物流是全球最大的物流供应商之一，2025年综合总收入达162亿美元，提供专业物流服务及供应链解决方案。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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