特朗普关税“爆锤”奢侈品巨头？普拉达盘中暴跌，LVMH业绩“警报”！

Core Viewpoint - The global luxury goods market is facing significant challenges due to the impact of tariffs imposed by the Trump administration, leading to a decline in stock values and overall market performance [1][7]. Group 1: Market Performance - Goldman Sachs' luxury goods stock index has lost over $200 billion since its peak in February, marking a 12$1.375 billion (approximately RMB 10.057 billion), with the deal expected to close in the second half of 2025 [2][5]. - Following the acquisition, Versace will operate as a subsidiary of Prada, despite facing significant financial challenges [2][5]. Group 3: Financial Performance - For the fiscal year 2024, Prada reported revenues of €5.432 billion, a 17% increase year-on-year, and a net profit of €839 million, up 25% [3]. - In contrast, Versace's revenue for the fiscal year 2024 was $1.03 billion, a decline of 6.9%, with a profit margin of only 0.4% [4]. Group 4: Market Outlook - The luxury goods market is experiencing pessimism, with analysts predicting only a 2% to 5% annual growth in global luxury sales from 2025 to 2027 [9]. - Bernstein has revised its 2025 global luxury growth forecast down from 5% to a decrease of 2% due to the adverse effects of tariffs and economic uncertainty [10].