周二盘中，运动服饰品牌Lululemon（LULU）股价大跌5.03%，引发市场关注。这一显著下跌或与美国最新宣布的关税政策有关，该政策可能对公司的供应链和成本结构产生重大影响。
据报道，美国计划对包括越南、柬埔寨和泰国在内的多个国家加征超过30%的"对等关税"。这一举措对Lululemon等依赖这些国家生产基地的公司来说无疑是一个沉重打击。财报显示，2024年Lululemon有40%的产品在越南制造，17%在柬埔寨，这两个国家正是此次关税调整的主要目标。
分析人士认为，新的关税政策可能导致Lululemon的生产成本大幅上升。为了维持利润，公司可能被迫提高产品价格，这可能影响到其在美国市场的竞争力和销售业绩。同时，这也可能打击公司在美国本土已经放缓的增长势头。投资者对这一潜在的负面影响表示担忧，导致股价出现大幅下跌。市场将继续密切关注Lululemon如何应对这一挑战，以及公司未来的财务表现和市场策略调整。
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