【奢侈品股分析师:关税动荡将打击客户财富】金十数据4月9日讯,分析师警告称,奢侈品制造商需要担心的不是关税,而是随之而来的股市暴跌对客户财富的冲击。德意志银行分析师科克伦认为,这场动荡可能打断被需求放缓问题缠身的奢侈品行业的复苏。他将表现最好的历峰集团(Richemont)以及古驰(Gucci)母公司开云集团(Kering SA)的股票评级下调至持有。摩根士丹利分析师说,关税本身对奢侈品公司的影响不会太大,因为它们可以通过涨价将任何关税转嫁给消费者。更大的风险来自随之而来的经济衰退,以及股市暴跌对消费者信心的打击。
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