耐克(NKE.US)盘前跌8.1%,报59.7美元。消息面上,美国总统特朗普宣布对越南进口商品征收46%的关税,远超市场预期。而耐克在越南的产能占比高达其全球总产量的50%以上,关税政策将其额外成本增加。分析师警告称,新关税可能迫使耐克不得不提高产品售价,进而进一步抑制消费需求。
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