异动解读2025-10-10
李维斯（Levi Strauss）周四盘后股价大跌5.25%，尽管公司公布了超出预期的第三季度业绩并上调了全年销售和利润预期。这一反常的市场反应引发了投资者的关注。
根据公司发布的财报，李维斯第三季度净营收同比增长7%，达到15.4亿美元，高于分析师预期的15.0亿美元。调整后每股收益为0.34美元，较去年同期的0.33美元有所增长。公司还将2025财年有机净收入增长预期从此前的4.5%至5.5%上调至约6%，调整后每股收益预期也从1.25美元至1.30美元上调至1.27美元至1.32美元。
尽管业绩表现亮眼，但投资者似乎对公司面临的挑战仍持谨慎态度。李维斯提到，其预期基于美国对中国征收的关税到年底仍为30%，对其他国家征收的关税为20%的假设。这可能暗示了持续的贸易压力可能会影响公司的未来表现。此外，尽管公司在欧洲和美洲市场表现强劲，但投资者可能担心全球经济不确定性可能会影响消费者需求。李维斯股价在盘后大跌可能反映了市场对公司未来增长前景的担忧，尽管当前业绩表现良好。
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