港股異動 | 體育用品股全線下跌 高盛下調多家公司盈利預測
格隆匯2月24日丨體育用品股全線下跌,安踏體育(2020.HK)跌5.22%、李寧跌(2331.HK)跌4.76%、特步國際(1368.HK)跌3.78%。高盛指,因應近期銷售下跌及經營去槓桿的毛利壓力,加上消化庫存的額外成本,將其覆蓋之體育用品股今年盈利預測下調21%至65%,明年盈利預測下調4%至14%。料安踏、李寧及滔搏國際首季銷售按年跌12%至26%,至今年6月銷售才回復正常;均維持“買入”評級,將安踏目標價由88.2港元降至84港元,李寧由33.7港元降至32.4港元。
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