港股異動 | 體育用品股走強 安踏(2020.HK)漲超3%續創歷史新高
格隆匯12月23日丨體育用品股延續近期漲勢,安踏(2020.HK)漲超3%續創歷史新高,市值突破3100億港元;李寧亦漲超3%逼近歷史新高,特步大漲超8%。個股方面,安踏昨日早間公佈,出售Precor全部已發行股本及知識產權,料收益約2000萬美元。出售事項能透過優化合營集團內部資源以配合有關策略。板塊上,高盛近日發研報指,重新對中國運動服飾市場預期作調整,並看好李寧、安踏的前景,維持對行業保守的看法,預期2019至2025年收入年複合增長率可達10%,同時短期復甦強勁的表現令人鼓舞,近月網上銷售增長錄30-50%增長,而線下亦見回升。該行升李寧目標價18%至52港元,升安踏目標價38%至128港元,評級均予“買入”。

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