法国顶级富豪阿尔诺在今年损失了其有史以来最多的财富,其奢侈品帝国的价值缩水高达240亿美元。

然而,中国政府高层近期批准实施激进的刺激措施,以提振全球第二大经济体。这一举措似乎为这位法籍亿万富翁带来了转机。

周四,阿尔诺的净资产飙升至2010亿美元,单日增长额达170亿美元,这是他资产历史上第三大的单日增加额,据彭博社财富指数显示。其股价涨幅达到惊人的9.9%,市场猜测中国政府推出的一系列刺激政策将激发对中国奢侈品的需求。现年75岁的阿尔诺现在位列全球第四大富豪,其近全部财富都与自己持有的48%路易威登(LVMH)股份紧密相连。

全球市值最高的奢侈品制造商LVMH股价在今年已下跌7.5%,主要是由于中国市场需求疲软以及消费者消费意愿下降导致的业绩下滑。但值得注意的是,中国政府的提振增长措施和扶持财政支出、稳定房地产市场的承诺为市场带来了积极信号。2023年数据显示,亚洲占到LVMH销售总额的38%;而其中,中国市场占据了重要的一部分份额。

并非只有阿尔诺一人从中受益于中国经济刺激政策:拼多多(PDD)创始人在一个月内成为中国首富后,面临收入增长乏力预测,其个人财富因此增长了5亿美元。其电商平台股价大幅上涨14%,显示出投资者对市场前景的乐观情绪有所增加。


新闻来源:www.bloomberg.com
原文地址:Bernard Arnault Wealth Rises $17 Billion on China Stimulus
新闻日期:2024-09-26
原文摘要:

 entered Thursday having lost more wealth this year than any other billionaire, with his luxury-goods fortune slumping by $24 billion.Then China’s top leaders gave the green light to supercharge stimulus in the world’s second-largest economy. And with that, the French tycoon’s wealth has been given new life.Arnault’s net worth soared Thursday by $17 billion to $201 billion, his third-largest one-day increase ever, according to the . Shares of his  jumped by 9.9% on bets that stimulus measures from China’s Politburo would revive the nation’s appetite for luxury goods. Arnault, 75, now ranks as the world’s fourth-richest person, with his fortune almost entirely tied to his 48% stake in LVMH, according to Bloomberg’s wealth index. Shares of the world’s largest luxury-goods maker by market value have dropped 7.5% since the start of the year, as lackluster China demand and reluctant spending from consumers hurt LVMH’s earnings. Rear More: But the message on Thursday from Chinese officials indicates efforts to revive growth and pledges to support fiscal spending and stabilize the beleaguered property sector, giving some positive momentum to the nation’s weak consumer outlook. Asia accounted for 38% of LVMH’s sales in 2023, and China is a large slice of that pie.  Read More: Arnault isn’t the only billionaire beneficiary of China’s stimulus. PDD Holdings Inc. founder , who as China’s richest person last month after the company forecast tepid sales growth, added $5 billion on Thursday as shares of his e-commerce company surged 14%.

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