汽车地带强劲基本面显示持续增长势头——市场观点

投资观察
Sep 24, 2025

汽车地带周二收盘小幅走低,8000万美元关税驱动的会计费用导致公司第四财季收益和利润率未达预期。但Oppenheimer分析师表示,该公司强劲的整体基本面显示投资者的担忧过度了。

分析师称:"我们认为汽车地带的基本趋势比表面数字显示的更为强劲,昨日股价的温和回调与基本面势头明显改善的清晰信号不符。"

分析师指出,公司第四财季录得强劲的可比销售增长,管理层预期年内剩余时间票据通胀至少达到3%。分析师补充说,汽车地带对其通过定价和其他缓解措施管理通胀动态的能力保持信心。

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