美国玩具制造商美泰公司（Mattel）股价今日盘中大涨5.05%，引发市场关注。这一涨幅可能与该公司在面对潜在关税挑战时的有利地位有关。
据报道，如果特朗普政府将对华关税提高至145%，美国玩具行业将面临巨大成本压力。然而，美泰公司可能因其供应链优势而从中受益。目前，美泰只有20%的产品在中国生产，远低于行业平均水平。该公司计划通过转移产能至越南和墨西哥，进一步降低对中国的依赖。
分析师指出，关税上调可能导致小型玩具制造商退出市场或破产，为美泰等大型企业创造了扩大市场份额的机会。摩根大通的一份报告强调了美泰的定价优势，称"当小厂被迫涨价20%时，美泰只需涨5%"。这种供应链优势可能是推动投资者信心和股价上涨的关键因素。此外，美泰还表示将通过涨价和产能迁移来抵消大部分关税影响，进一步增强了市场对其应对能力的信心。
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