科蒂（COTY）今日盘中大涨5.09%，引起了市场的广泛关注。
消息面上，开云集团（Kering）首席执行官德梅奥在公布2025年财报后，拒绝评论是否有兴趣在2028年合同到期前收回目前由科蒂持有的Gucci美容产品许可证，并表示公司继续尊重目前的合同，希望与科蒂直接讨论此事。这一评论缓解了市场对科蒂可能失去重要许可证的担忧，被视为积极的合作信号，从而增强了投资者信心，推动了股价上涨。
Gucci美容产品许可证是科蒂业务的关键组成部分，任何潜在的变动都可能对公司未来业绩产生重大影响。开云集团首席执行官的表态减少了不确定性，为科蒂的短期前景提供了支撑。
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