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CBA概念股拉昇 李寧(2331.HK)創9年新高 年內累漲198%
格隆匯 10-09 10:10

格隆匯10月8日丨NBA事件持續發酵,港A兩市CBA概念股迎來大漲走勢,其中港股市場的李寧(2331.HK)出現一波直線拉昇走勢,目前漲幅擴大至5.6%,報25.45港元,暫成交2.14億港元,最新總市值590億港元。

李寧股價創出9年新高,且年內漲幅累計達198%。

有業內人士指出,耐克贊助的NBA在中國被封殺,巨頭少了NBA的推廣,中國市場或將受到一定影響,而李寧贊助CBA或將受益,這也為國產體育鞋服品牌提供了發展契機。

此外,瑞信的最新研報透露,自7月首周起至9月底,所有運動品牌的平均每週線上服裝價格都有所上漲。Nike平均價格升30%,Adidas升11%,Fila升14%。李寧,特步及安踏分別升7%及5%。瑞信稱,由於線上購物趨勢正面,加上渠道檢查結果,將李寧目標價由23.6港元升至26.3港元,評級跑贏大市,併為行業首選。

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