维权投资机构Starboard Value宣布收购车美仕（CarMax）股份，并提名两名董事进入该公司董事会。受此消息提振，车美仕股价当日上涨5.5%，创下近三个月来最大单日涨幅。
市场分析认为，Starboard的介入可能推动这家全美最大二手车零售商进行战略调整。该基金以推动被投企业优化运营、提升股东回报著称，其入股通常被视为积极信号。此次董事提名意味着Starboard可能寻求在车美仕董事会获得话语权，以促进公司改善财务状况和运营效率。
车美仕近年来面临二手车价格波动和利率上升的双重压力，其股价在过去12个月累计下跌约15%。分析师指出，Starboard的参与可能加速公司成本削减计划的实施，并重新评估其线上销售战略。值得注意的是，此次股价反弹能否持续，将取决于公司后续能否拿出切实可行的改革方案。
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