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伯恩斯坦:关税担忧下美国餐饮股仍具韧性
周二,在白宫宣布暂停对加拿大和墨西哥进口商品征收关税30天后,美国餐饮股出现反弹。伯恩斯坦分析师团队在Danilo Gargiulo带领下指出,虽然关税对餐饮供应链的直接影响预计有限,但市场担忧其可能对消费者支出产生间接影响。从餐饮股的波动性可以看出市场对此类消息的敏感度——例如,根据InvestingPro数据显示,Wingstop (NASDAQ: WING ...
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