晨星:美国关税上调可能影响部分亚洲运动服装品牌,包括申洲国际、亚玛芬体育等

格隆汇
Apr 03, 2025

格隆汇4月3日|晨星分析师Ivan Su表示,如果美国提高的关税成为永久性的,可能会影响一些亚洲运动服装品牌。额外关税将对包括申洲国际(2313.HK)、亚玛芬体育(AS.US)和ASICS亚瑟士(ASCCY.US)在内的部分运动服装公司构成挑战。他写道: 申洲国际是主要运动服装品牌的主要供应商,其17%的收入来自美国,其大部分产品在越南生产。如果申洲国际与客户平分更高的关税成本,那么在最坏的情况...

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