专题：聚焦美股2026年第二季度财报

　　这家法国奢侈品集团二季度销售额达 222 亿美元

LVMH 财报被视作奢侈品行业景气风向标，其业绩为欧洲奢侈品板块带来回暖信号。

　　核心概要

　　LVMH 披露二季度营收增速提速，有机营收同比上涨 3%，达到 195.2 亿欧元。

　　法国奢侈品巨头 LVMH（股票代码 MC，涨幅 1.10%）二季度营收增长提速。欧洲奢侈品行业需求长期低迷，这份业绩为行业迎来喘息带来信号。

　　这家手握路易威登、迪奥两大品牌的集团是全球奢侈品行情风向标。截至 6 月的第二季度，公司总销售额 195.2 亿欧元，折合 222 亿美元；有机收入同比增长 3%，而一季度有机增速仅 1%。

　　调研机构 Visible Alpha 汇总的分析师一致预期为 194.5 亿欧元，本次业绩超出市场预期。

　　集团核心的时装皮具部门季度销售额 89 亿欧元，同比上涨 1%，相较上一季度同比下滑 2% 的表现明显好转。

　　LVMH 上半年净利润 57 亿欧元，同比持平；经常性经营利润由去年同期 90.1 亿欧元降至 87 亿欧元。

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责任编辑：郭明煜

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