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总结
印度快消与烟草巨头ITC在政府上调卷烟消费税（新税率将于2月1日起推升零售价格、并按新规则确定具体税率）后遭遇市场抛压，多家媒体称其股价下跌并触及约三年低位，同时有6家券商下调评级。机构担忧提税将抬高终端价格、压制销量与渠道动销，并对利润率与未来盈利预测构成压力，烟草板块短期波动加大，投资者对“买入、持有或卖出”的分歧上升。
正文
ITC hit by 6 brokerage downgrades as cigarette tax hike darkens earnings outlook. Should you buy, sell or The Economic Times UPSC Mains Current Affairs for 2 January 2026 Vajiram & Ravi Tax shock: ITC shares hits 3-year low after cigarette duty hike; what brokers fear next Times of India Tobacco stocks continue to slide; ITC shares drop over 5% The Hindu Cigarettes to cost more from February 1. Here's how new rates will be decided India Today
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