安踏(02020.HK)李寧(02331.HK)續漲5%-7%越20天線 富瑞指體育股買入時機或已到來
富瑞日前指,內地體育股買入時機或已到來,獲該行視為行業首選的李寧(02331.HK)升破10天及20天線(22.25元),最高見22.95元,現造22.8元,急漲7%,成交急增至2,727萬股,涉資6.04億元;安踏體育(02020.HK)重越10天及20天線(67.5元),最高見68.65元,現造68.45元,續升5.1%,成交增至1,218萬股,涉資8.19億元。富瑞金融集團日前指,李寧首季庫存大部分應已於1月以全價售出,投資者過份擔憂庫存積壓,加上得益於受壓抑需求,一些已經恢復運營店舖銷售額正在飆升,庫存可能會被進一步清理。此外,新冠病毒疫情爆發,消費者健康意識和體育意識可能會迅速提高,而全國性疫情之殤可能會推高對國內品牌需求,對李寧均有利。故重申李寧「買入」評級,目標價略升至32.8元。
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