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奢侈品的“盛宴”,會結束麼?
uSMART盈立智投 04-27 16:19

今年,LVMH 的崛起讓阿爾諾超越了特斯拉的馬斯克和亞馬遜的貝索斯,成爲世界上最富有的人。

金融危機、新冠疫情、地緣政治、通貨膨脹幾乎沒有削弱奢侈品市場的步伐,該市場在2022年迅速反彈至1.38萬億歐元,原因是政府大幅開支,消費者儲蓄充足。

但隨着對全球經濟衰退的擔憂上升,個人奢侈品行業能否繼續闊步前行?摩根士丹利分析師預計,今年美國和歐洲的奢侈品支出都將回落至低個位數的增長。但中東地區的支出將增長15%,韓國和日本則實現個位數增長。而中國經濟的復甦,也會對該行業下半年的銷售形成支撐。

Pictet Asset Management 高端品牌主管表示,只要全球人口不斷增長,奢侈品行業的客羣便不受廣泛經濟波動的影響,奢侈品行業在2024、2025年將恢復“高個位數”增長。

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