全地形车制造商北极星今日盘中股价大幅上涨9.35%，市场表现强劲。
消息面上，北极星在最新的财报电话会议中暗示，其关税负担可能转化为竞争优势。相较于主要竞争对手BRP将生产几乎完全集中于墨西哥，北极星在美国本土拥有更多生产布局，因此在特朗普政府调整关税政策后，其面临的关税成本压力相对较小。北极星预计今年关税成本为2.15亿美元，并正在就部分无效关税条款申请1.25亿美元退税。与此同时，该公司公布的第一季度销售额和利润均超出了华尔街的预期。
分析指出，在进口全地形车被征收25%整车价值关税的背景下，北极星相对优化的生产结构和出色的财务业绩，共同增强了投资者信心，推动了股价在盘中显著上扬。
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