滔搏(6110.HK)领涨体育用品股 安踏、李宁再创新高
格隆汇10月16日丨港股体育用品股继续强势,滔搏(6110.HK)、361度(1361.HK)和特步国际(1368.HK)涨超3%领涨,安踏体育(2020.HK)涨超1%,李宁涨近1%。其中,安踏和李宁再创新高。国务院办公厅此前发布《促进全民健身和体育消费推动体育产业高质量发展的意见》,提出进一步刺激消费,挖掘体育消费潜力。此外,摩通近日称,维持“增持”内地体育用品股首选李宁,给予“增持”评级,目标价26港元;其次为安踏,给予“增持”评级,目标价78港元。瑞信近日也将李宁列为行业首选。李宁还获摩根士丹利上调目标价,由22港元调整至29.2港元,投资评级由持平调整至增持。
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