取消最低限额豁免将对联邦快递造成冲击

投资观察
Sep 05

据JPMorgan分析师表示,提前取消非中国最低限额豁免虽然不会影响联邦快递定于9月18日公布的第一财季业绩,但可能会给公司带来长期挑战。

取消豁免可能导致货运量减少,并带来收入增长风险,这意味着预期的1.7亿美元关税阻力在今年内可能进一步恶化。

分析师指出,联邦快递已注意到,接近800美元最低限额门槛的高价值商品货运更具弹性,但公司"在低价值商品方面遭遇了更多需求萎缩"。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10