港股異動 | 體育用品股普漲 安踏、李寧、滔搏盤中均創歷史新高
格隆匯1月5日丨體育用品股普漲,361度(1361.HK)漲超7%領漲,安踏、李寧、滔搏盤中均創歷史新高。2020年全年,李寧累漲129.94%,安踏累漲77.65%,滔搏累漲32.57%,特步累跌3.25%,361度累跌23.13%。個股方面,361度擬要約回購最多1.35億美元2021年到期的票據。板塊上,花旗最新發報吿指,挑選出2021年中資內需股的首選,為包含滔搏、李寧在內的八股,該行看好內地體育用品等行業。此外,匯豐研究亦將安踏目標價由99.3港元上調56%至155港元,維持“買入”評級。該行預計安踏在2020年底前實現渠道庫存的正常化,預計安踏品牌的售罄率將在2021年首季度反彈38%,或今年反彈19%。

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