GE Healthcare Technologies Inc（股票代码：GEHC）今日盘中大跌5.56%，引发投资者广泛关注。这一显著跌幅主要源于公司最新发布的2025年财务展望。
根据公司公告，GE Healthcare 2025年展望指引中包含了约2.65亿美元的关税影响。这一关税影响将导致公司调整后息税前利润（EBIT*）和每股收益（EPS）减少0.45美元。如此巨大的负面财务影响显然引发了投资者对公司未来盈利能力的担忧。
值得注意的是，关税影响已经开始显现在公司的季度业绩中。GE Healthcare高管在最近的电话会议中透露，公司在本季度遭遇了约9500万美元的关税影响，折合每股16美分。这一信息进一步加剧了市场对公司短期和长期业绩的担忧，可能是导致股价大幅下跌的直接原因。尽管公司高管表示资本设备市场依旧健康，中国的招标情况也在改善，但显然这些积极因素尚不足以抵消关税带来的负面影响。
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