奢侈品界正迎来动荡时刻。
周三，爱马仕股价一度暴跌12%，此前这家以柏金包闻名的奢侈品牌公布第一季度销售增长放缓。根据FactSet数据，若跌势持续，这将是爱马仕自1993年上市以来最剧烈的股价下滑。
爱马仕指出，亚洲地区增长率较去年同期减弱，同时中东冲突对业绩造成冲击。尽管爱马仕因其供不应求的限量手袋需求，被视为最具抗跌能力的奢侈品牌之一，但其第一季度销售额仍低于FactSet共识预期——这或许会引发奢侈品投资者对该行业前景的担忧。
此次预警与近期同业公司的负面消息形成叠加效应。
古驰母公司开云集团在昨日收盘后发布悲观交易更新，导致其股价在今晨交易中下挫近10%。
路易威登于周一公布疲软季度销售额，中东战事抑制了增长势头，也削弱了市场对高端商品需求反弹的期待。
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