亚玛芬体育公司表示，其业绩指引假设前提是——最新宣布的301条款关税税率将在2026年剩余时间内保持不变。
这一预设条件意味着，该公司对未来的财务预测已充分考量了现行贸易政策框架下的关税环境。换言之，在制定全年展望时，亚玛芬体育已默认当前关税水平不会发生进一步调整或撤销。
值得关注的是，这一假设若与实际情况出现偏差——无论是关税上调还是取消——都可能对公司的实际业绩表现产生显著影响。投资者需密切关注中美贸易政策的最新动态，以评估该假设的合理性与可持续性。
简而言之，亚玛芬体育将宝押在了关税政策维持现状之上，而这一赌注的成败，将在很大程度上决定其2026年全年业绩能否与市场预期相符。
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