智通财经APP获悉，周四，美国鞋类制造商股票大跌，斯凯奇(SKX.US)暴跌21%，卡骆驰(CROX.US)大跌逾17%、Deckers Outdoor(DECK.US)大跌逾16%、昂跑(ONON.US)跌逾14%，耐克(NKE.US)跌逾12%。消息面上，特朗普宣布对印度征收26%的关税，对孟加拉国征收37%的关税，对越南征收46%的关税，对柬埔寨征收49%的关税。这些国家是耐克、昂跑等体育用品公司的主要采购市场。
特朗普政府的关税政策将对越南经济造成直接且实质性的冲击，多家依赖越南制造业的美国公司股价暴跌。根据高盛此前的分析，若美国将对越关税提高10%，越南的GDP增长可能受到约1%的拖累。46%的关税将对越南经济造成严重的冲击。
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