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  华尔街见闻

  周一据媒体报道,美国总统特朗普在白宫会见了美国主要零售商代表,包括沃尔玛、家得宝、劳氏公司和塔吉特等零售巨头,白宫没有立即就讨论内容做出回应。

  零售商面临业务放缓和股价下跌的挑战,企业高管试图寻求帮助。

  周一据媒体报道,美国总统特朗普在白宫会见了美国主要零售商代表,包括沃尔玛、家得宝、劳氏公司和塔吉特等零售巨头。白宫没有立即就讨论内容做出回应,塔吉特则发言人在电子邮件声明中表示:

  报道指出,特朗普的关税政策在很大程度上造成的供应链中断,已经对作为美国经济主要驱动力的零售商构成挑战。美国企业警告称,随着进口税的实施,未来几个月业务可能会放缓。虽然企业多年来一直在关税下运营,但特朗普征税的规模和快速变化的性质已成为一个独特的问题。

  自所谓对等关税宣布以来,除沃尔玛外,零售巨头股价均呈现不同程度下跌。

  关税阴云下的市场恐慌

  在价格不确定性高企的情况下,消费者正抢购汽车、电子产品和家电等商品,以避免特朗普全面征收关税的影响。

  根据美国商务部的报告,美国3月零售销售额较上月激增1.4%,创下两年多来最大涨幅。汽车购买量增长5.3%,原因是消费者试图避开4月3日生效的25%成品车关税。

  此外据报道称,特朗普关税的不确定性使企业难以规划库存和定价。90天的暂停为一些经营者提供了临时缓解,但许多企业也警告称,不确定最终关税税率将如何调整会带来诸多麻烦。

  沃尔玛作为全球最大零售商,表示其供应链多元化,约三分之二的商品在美国采购。该公司高管本月表示,公司正努力保持低价,并且其采购人员正在考虑所需商品数量以及价格如何因关税而变化。

  塔吉特没有表明其多少商品来自海外采购,但此前曾表示由于关税导致的价格上涨将因类别而异。家得宝则表示其超过一半的商品在北美采购。

  风险提示及免责条款

  市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资,责任自负。

热点栏目自选股数据中心行情中心资金流向模拟交易客户端

  深圳高速公路股份(00548)发布公告,该公司于2020年11月19日与平安资产管理有限责任公司(“平安资管”)签订了《平安—深高速基础设施债权投资计划投资合同》,并于2020年12月4日按照永续债合同的约定提取人民币40亿元。此后,公司与平安资管签订了有关永续债合同的补充协议,就自2024年12月4日起投资计划的初始利率调整以及特别赎回权进行了约定。

  公司已于近期按照永续债合同及其补充协议的约定,向平安资管发出了特别赎回通知书,提前赎回全部本金人民币40亿元。公司已于2025年4月21日支付了全部本金和利息。

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