二手车零售巨头车美仕（CarMax，股票代码：KMX）今日盘中股价出现大幅下跌，跌幅高达5.27%，引发市场关注。尽管多家投资银行近期对该公司维持了积极评级，但投资者似乎仍对公司前景持谨慎态度。
近期，多家知名投资银行对车美仕股票发布了研究报告。加拿大皇家银行维持"优于大市"评级，并将目标价从80美元小幅上调至81美元。Needham重申"买入"评级，维持92美元的目标价。然而，Truist Securities虽然维持"持有"评级，但其74美元的目标价显著低于当前交易价，这可能引发了一些投资者的担忧。
车美仕是美国最大的二手车零售商，拥有约250家零售连锁店。公司在2025财年的二手车销售占总收入的83%，显示了其在二手车市场的主导地位。然而，尽管规模庞大，公司在0-10年车龄的美国汽车市场中的份额仅为3.7%左右，这表明该行业仍然高度分散，竞争激烈。在当前经济不确定性增加的背景下，投资者可能担心消费者购买二手车的意愿可能会受到影响，从而对车美仕的业务前景产生负面影响。
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