异动解读 | 美国或降低咖啡关税,Dutch Bros盘中大涨5.92%

异动解读
Nov 12, 2025

美国咖啡连锁公司Dutch Bros Inc.(股票代码:BROS)今日盘中大涨5.92%,引起市场广泛关注。

股价上涨的主要原因是美国财政部长贝森特(Scott Bessent)表示,特朗普政府将在近期发布"重大公告",宣布降低咖啡和其他商品的关税。这一消息提振了包括Dutch Bros在内的咖啡股。

贝森特透露,这些措施旨在提供短期的价格缓解,涉及的商品包括咖啡、香蕉等不在美国本土种植的产品。此举可能会降低咖啡公司的进口成本,从而提高其利润率。市场分析认为,如果关税降低落实,将对Dutch Bros等咖啡连锁企业的经营业绩产生积极影响,这也解释了投资者对该股的热情。

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