智通财经APP获悉，新秀丽(01910)跌近7%，截至发稿，跌6.8%，报13.44港元，成交额8046.35万港元。
消息面上，近期关税大战升级，据麦格理，由于全球宏观经济疲软带来的财富效应，预计国际品牌将受到全球消费收缩的影响。出口到美国的品牌如果提高价格以转嫁更高的关税，可能会面临需求疲软的问题。其中，新秀丽35%的销售额来自北美，其中15%的产品从中国进口，80%从东盟进口。
高盛近期研报指出，在基础情境下，新秀丽将关税相关的成本50%转嫁给消费者，意味今年平均售价上调5%，估计销量将下跌14%，总计今年美国销售额同比下降9%(相对该行先前预测跌1%)。因此，该行预计新秀丽毛利同比跌9300万美元；毛利率收缩3.4个百分点，转化为集团在2025财年的EBITDA同比下降13%；盈利同比下跌17%。高盛将新秀丽目标价由29港元下调至22港元。
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