联邦快递下调盈利预期股价暴跌13% | 播客《Numbers》
主持人:本·沃尔什(Ben Walsh)
编辑 | 郭力群
2019-09-21 13:49:49
虽然联邦快递下调了利润预期,但分析师仍坚持看好该股。他们认为,如果经济增长势头有所改善,那么该股的表现就会改善。


FedEx Stock Fell 13% on Wednesday

联邦快递股价周三(9月18日)暴跌13%

The drop came after the company slashed its profit estimate for the year. What’s behind the bad news? Blame the slowing global economy -- that’s what FedEx (ticker: FDX) CEO Fred Smith told investors. He explained that the ongoing trade war, in particular, is a drag on economic growth.

股价下跌是由于该公司大幅下调了全年利润预期。这个坏消息的背景是什么?联邦快递(FedEx, FDX)首席执行官弗雷德·史密斯(fredsmith)对投资者说,要怪就怪全球经济放缓。他解释说,贸易争端尤其拖累了经济增长。

But Barron’s talked with several analysts who say they’re sticking with the stock—despite its shortfall. The thinking is that if economic growth improves, so will the stock.

但《巴伦》采访的几位分析师表示,虽然联邦快递下调了利润预期,但他们仍坚持看好该股。他们认为,如果经济增长势头有所改善,那么该股的表现就会改善。

The Price of Oil Fell 2% on Wednesday

油价周三(9月18日)下跌2%

The drop in oil prices over the last two days has been just as remarkable as the initial shock on Monday. That’s when oil prices soared on news that Saudi Arabian oil infrastructure had been attacked over the weekend.

过去两天油价的下跌势头就和周一最初出现的涨势一样引人注意。沙特阿拉伯的石油基础设施上周末遭到袭击的消息传来后推动油价周一飙升。

Now, what had looked like a huge blow to world energy markets, seems to be just a brief blip. The attacks will likely have no meaningful impact on global oil production.

当时看起来袭击似乎是对世界能源市场的一个巨大打击,但现在看来似乎只造成了油市的短暂波动。袭击事件可能不会对全球石油生产产生实质性的影响。

The Fed Lowered Interest Rates A Quarter Point

美联储周三(9月18日)降息25个基点

—on Wednesday. A cut of this exact size was widely expected by markets, and the major U.S. stock market indexes seemed to yawn at the news. The Dow closed just slightly higher.

这一幅度的降息符合市场的普遍预期,美国股市的主要股指似乎并没有受到该消息的影响。道琼斯指数当日收盘小幅走高。

For anyone with their heart set on more rate cuts, the U.S. Federal Reserve did not provide much reassurance. It kept the door open to future reductions—if the economy grows weaker. At the same time, the central bank seem to be facing a growing split on which direction to take rates going forward.

对于那些希望美联储采取更多降息行动的人来说,美联储并没有做出多少这样的保证。美联储对未来进一步持开放态度——前提是如果经济变得更加疲软的话。与此同时,美联储在未来利率走向问题上的分歧似乎日益严重。

翻译 | 小彩

版权声明:

《巴伦》(barronschina) 原创文章,未经许可,不得转载。英文版见2019年9月19日报道“Podcast: A 14% Drop for FedEx, and Two More Numbers to Know”。

(本文内容仅供参考,投资建议不代表《巴伦》倾向;市场有风险,投资须谨慎。)

  • 网站备案号:京ICP备19009821号-1
  • 法律声明:转载内容版权归作者及来源网站所有 本站原创内容转载请注明来源
  • 商业媒体及纸媒请先联系:Juankang@barronschina.com.cn