港股異動 | 體育用品股全線上漲 安踏大漲超6% 特步升近5%
格隆匯5月8日丨港股體育用品股全線上漲,安踏大漲超6%領漲,特步升近5%,李寧漲超3%。
華創證券研報稱,疫情短期內對行業衝擊較大,但伴隨而來的是大眾健康意識的強化,體育運動對大眾生活的深入滲透和電商渠道的快速建設,行業後續有望迎來恢復性反轉性發展。
高盛則表示,繼續視運動服飾為消費品類別,看到有短期內逐步復甦的軌跡。確定買入名單更換為李寧 維持安踏)“買入”評級。
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