爱芬奇(ANF)今日盘中股价大跌9.13%，引发了市场的广泛关注。
消息面上，爱芬奇发布了相对保守的年度销售预期，预计2026财年净销售额将增长3%至5%，低于部分分析师预期的4.2%。同时，公司表示已将美国前总统特朗普提出的15%关税的估计影响计入年度展望，预计全年关税影响约为销售额的70个基点，这增加了未来经营的不确定性。
此外，公司高管在电话会议中提到，中东地区冲突的持续演变预计将对销售产生轻微的阻力。尽管公司第四季度调整后每股收益及全年每股收益预期中间值高于分析师预期，但市场更关注其销售增长乏力、关税影响以及地缘政治风险带来的多重压力，共同导致了股价的显著下跌。
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