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港股異動 | 體育用品股普漲 李寧(2331.HK)漲近4%領漲
格隆匯 02-02 09:38
格隆匯2月2日丨體育用品股普漲,李寧(2331.HK)漲近4%領漲,滔搏漲超3%,安踏漲超2%。高盛最新發研報指,雖然新冠病毒個案反彈及在農曆新年前後實施人流管制,或會影響短期運動服飾的銷售,但仍對行業潛在的銷售復甦抱正面態度。隨着運動參與度提高、政府的政策支持及體育用品公司在產品、品牌及渠道的策略提升,相信長期的結構性增長會維持不變。展望業績表現,該行相信李寧的盈利可見度在其所覆蓋的體育用品股中仍是最好。大摩亦指,對內地體育用品行業的基本面和相對估值更為樂觀,認為在波動過後該行予“增持”的股份會有跑贏表現。行業中,大摩對安踏、李寧及滔搏股份評級為“增持”。

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