Luxury goods investors are struggling to believe their own eyes. Just look at LVMH, the sector’s biggest company. On the one hand, the growth in Asian demand is stunning and sector watchers generally expect sales to continue in exuberant fashion in spite of China’s slowing economy. LVMH on Tuesday reported nine-month Asian revenues, in local currency, up 27 per cent. But investors must question whether this can really be sustained given the slowing global economy and the risk of a sharper downturn in the US and western Europe.
奢侈品投资者不太敢相信自己的眼睛。我们只消以业内老大路威酩轩集团(LVMH)为例，来说明现在的局面。一方面，亚洲奢侈品需求增长令人吃惊。行业观察人士普遍预计，尽管manbetx3.0 manbetx20客户端下载 放缓，但奢侈品销售将继续保持旺盛势头。LVMH周二发布了以当地货币为计价货币的9个月亚洲营收报告，显示营收增幅为27%。但另一方面，投资者必须质疑，在manbetx app苹果 manbetx20客户端下载 出现放缓、美国及西欧可能发生更严重manbetx20客户端下载 下滑的情况下，这股势头到底能否持续下去。