异动解读 | 爱芬奇股价盘中大跌7.82%,关税担忧抵消分析师乐观预期

异动解读
May 29, 2025

爱芬奇(Abercrombie & Fitch, ANF)今日股价出现大幅波动,盘中一度下跌7.82%。尽管多家华尔街分析机构上调了该公司的目标价,但关税影响和销售下滑的担忧似乎主导了投资者情绪。

近期,包括摩根大通和巴克莱在内的多家投行上调了爱芬奇的目标价。摩根大通将目标价从142美元上调至147美元,而巴克莱则将目标价从71美元上调至84美元。这些积极的评级调整本应为股价提供支撑。

然而,Raymond James分析师Rick Patel发出的警告似乎更受市场关注。Patel提醒投资者要警惕与关税相关的不利因素,并指出公司销售额可能在八个季度以来首次出现下滑。这一观点引发了投资者对爱芬奇未来业绩的担忧,导致股价承压。值得注意的是,Patel将爱芬奇的目标价从110美元下调至90美元,反映出更为谨慎的预期。

爱芬奇将于本周三美股盘前发布财报。分析师预计,该公司调整后每股盈利将达1.37美元,销售额为10.6亿美元。相比之下,去年同期每股盈利为2.14美元,销售额为10亿美元。这一预期进一步凸显了公司面临的挑战。

总体而言,尽管部分分析师维持乐观态度,但市场似乎更关注潜在的负面因素,特别是关税影响和销售下滑的可能性。这种担忧情绪主导了今日的交易,导致爱芬奇股价大幅下跌。

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