服装制造商PVH Corp（PVH）今日盘中大跌7.05%，引发市场广泛关注。这一跌势与美国总统特朗普最新宣布的关税政策密切相关。
据报道，特朗普对亚洲多个主要生产中心征收了新的互惠关税。具体而言，越南被征收46%的关税，柬埔寨49%，孟加拉国37%，印度尼西亚32%。值得注意的是，中国目前对美国出口产品征收54%的关税。分析人士预计，这一系列新关税将导致零售商的生产成本大幅上升。
作为知名服装制造商，PVH Corp无疑将受到这一政策的直接影响。不仅是PVH，整个零售业都面临严峻挑战。沃尔玛、塔吉特、亚马逊等零售巨头的股价均出现不同程度的下跌。奢侈品公司如Ralph Lauren、Tapestry和Capri Holdings的股价也遭受重创。这表明市场对零售业前景普遍持悲观态度，投资者担忧关税上调将显著增加企业成本，并可能影响消费者信心。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.