尽管J.B. Hunt（JBHT）二季度财报展现出优于华尔街预期的关税承受能力，但花旗分析师Ariel Rosa与Ben Mohr对其达成目标的策略表示担忧。这家物流巨头的报告显示：业务量的增长被定价压力所抵消。
分析师指出，业务量的韧性可能源自三方面因素：费率下调、业务组合变动不利以及燃料附加费收入减少。这很可能意味着该公司正通过低价策略争夺市场份额。
市场对此迅速作出反应——盘后交易时段该公司股价下跌2%，分析师认为这反映了投资者对利润率与定价能力的忧虑。当前数据表明，价格战已开始侵蚀其盈利质量，这种以牺牲利润换取市场份额的模式能否持续，将成为后续关注焦点。
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