周一盘中，特步国际（01368）股价大跌10.57%，引发市场广泛关注。这一跌势与美国最新宣布的关税政策密切相关，该政策可能对全球体育用品供应链造成重大影响。
据报道，美国计划对柬埔寨、越南、泰国等多个亚洲国家加征超过30%的"对等关税"。这些国家是美国服装和鞋类产品的主要进口来源地，新政策将直接影响包括特步国际在内的众多体育用品品牌。行业巨头耐克已经警告，由于新关税和消费者信心下滑等因素，预计本季度销售额将出现两位数百分比的降幅。
分析人士指出，短期内亚洲出口商难以找到其他市场，美国进口商也难以寻得替代供应商。为应对加征关税，美国零售商可能需要将价格提高10%至12%。这一局面不仅影响特步国际，整个体育用品行业都面临巨大挑战。投资者担忧这些因素将影响特步国际的盈利能力和市场份额，导致其股价大幅下跌。市场将继续密切关注事态发展及其对体育用品行业的长期影响。
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