杰富瑞(JEF)今日盘中大跌7.13%，市场关注其发布的雀巢婴儿配方奶粉召回事件分析报告。
消息面上，杰富瑞分析师测算，雀巢因全球召回婴儿配方奶粉可能导致销售额损失高达12亿瑞士法郎。这一分析引发了市场对杰富瑞自身可能面临的声誉风险或财务影响的担忧，尤其是在雀巢回应称实际影响可能低于预期后，市场对杰富瑞的分析准确性产生质疑。
杰富瑞在报告中指出，雀巢此次召回事件可能影响其全球46个国家的销售，特别是中国市场需要重点关注。分析师戴维・海耶斯提到，类似事件曾导致其他品牌在中国市场遭受重大损失。市场可能担心杰富瑞的这份报告会引发客户对其分析能力的重新评估，从而影响了其股价表现。
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