今日盘中，美国零售巨头柯尔百货（KSS）股价大跌8.88%，延续了昨日的下跌趋势。此轮跌势主要受中美贸易战升级的影响，引发了市场对零售业前景的担忧。
据悉，中国政府宣布对所有美国商品征收34%的进口关税，以回应美国总统特朗普前一日宣布的"独立日关税"。特朗普此前宣布对越南、印度尼西亚和中国等亚洲国家征收新关税，这些国家是服装、家居用品和电子产品等零售商品的主要制造中心。
这一消息对整个美国零售业造成了广泛影响。除柯尔百货外，沃尔玛、塔吉特等大型零售商股价也出现了约2%的跌幅。家得宝、劳氏等家居装修零售商股价下跌0.7%，而在线家具零售商Wayfair更是暴跌9.8%。分析人士认为，关税的提高可能会导致零售商成本上升，进而影响其利润率或迫使其提高商品价格，这可能会对消费者需求产生负面影响。
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