在连续一个季度销售下滑后,投资者押注全球奢侈品巨头LVMH的困境可能即将缓解,推动其股价反弹。LVMH股价盘中一度上涨5.1%,扭转早前跌势。该公司近期受到消费需求低迷和美国加征关税的严重冲击。LVMH周四表示,其关键的时尚与皮具部门第二季度营收按可比口径下降9%,差于分析师预期的7.8%降幅。分析师指出,从本次财报与管理层电话会传递的信息来看,市场趋势或已改善,同时公司正在采取措施控制高成本。汇丰分析师Erwan Rambourg团队在报告中表示:“结果显示公司正在迅速推行效率提升措施,同时也看到销售下滑可能已见底的曙光。”
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