周二盘中,美国快递巨头联合包裹(UPS)股价大跌5.70%,主要受到公司发布的第二季度财报不及预期以及拒绝提供全年业绩指引的影响。
根据联合包裹公布的财报,公司第二季度营收为212亿美元,同比下降2.8%,但高于市场预期。然而,调整后每股收益为1.55美元,低于分析师预期的1.56-1.57美元。更令投资者担忧的是,联合包裹表示由于当前宏观经济的不确定性,公司将不会给出全年营收或营业利润预测。
联合包裹CEO表示,美国小型包裹市场受消费者情绪影响,已跌至历史低点。此外,对中国低价值货物征收的新"微量"关税也抑制了需求。面对这些挑战,公司正在进行业务转型和成本削减,预计将实现35亿美元的成本节省。然而,这些措施能否扭转当前的业务下滑趋势,仍有待观察。投资者对联合包裹缺乏明确的前景指引表示失望,这反映在今日的股价大幅下跌中。
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