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港股異動 | 體育用品股繼續造好 李寧、滔搏齊創新高
格隆匯 06-02 11:05
格隆匯6月2日丨體育用品股板塊繼續造好,已經連升4日。李寧大漲近6%破頂,滔搏升4%續創新高,惟361度跌近2%。市場人士普遍認為,體育用品行業一季度“蟄伏”,二季度復甦,下半年恢復增長的節奏可望實現。疫情影響逐漸減少,滔搏管理層指,今年5月份銷售已重現同比增長,預期銷售及零售折扣自7月份起回覆正常。大摩亦看好高端或注重銷量的內需股,重點關注李寧、安踏體育、滔搏等。

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