地缘政治影响下,爱马仕的“攻守道”

21世纪经济报道
Apr 24

全球奢侈品行业普遍面临增长放缓的压力。  自4月15日发布2026年第一季度财报以来,爱马仕(Hermès International)股价经历了剧烈波动,整体呈现下跌后低位震荡的走势。资本市场仍在消化财报不及预期,以及中东局势对旅游零售业务长期影响的利空消息。  同期,开云集团(Kering)、LVMH等欧洲奢侈品巨头股价也同步走低,反映出整个板块面临的系统性压力。  比财务数据更值得关注的,是...

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