联合包裹(UPS)今日盘中股价大跌7.97%，引发市场广泛关注。
消息面上，公司于盘前发布了2026年第二季度财报，营收和盈利均超出市场预期，并上调了全年业绩指引。然而，财报中披露的高额转型成本令投资者感到担忧。截至6月30日，公司因各项业务举措已累计承担18亿美元的成本，其中仅2026年就达12亿美元。公司预计全年调整后运营费用将包含13亿至15亿美元的成本调整。尽管削减低利润亚马逊包裹、聚焦高利润业务的战略方向明确，但巨额转型支出对短期盈利构成压力，市场在利好兑现后选择获利回吐，导致股价大幅下跌。
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