李宁(02331.HK)逆市续涨3%再破顶 惟安踏(02020.HK)涨近半成後曾倒跌
日前获瑞银升价至64.8元的李宁(02331.HK)股价四连涨,今天更逆市再创纪录高,最多升6.4%至61.5元遇阻,曾回顺至58.05元拒绝再下,现造59.55元,续升3%,成交增至1,836万股,涉资10.87亿元。瑞银日前指,自「新强棉」事件後国际品牌受压,提高内地品牌市占率。李宁天猫旗舰店於3月底最後一周及本月首10天销售按年分别增约3.8倍及近1.5倍。该行调高李宁目标价9.8%至64.8元及重申「买入」评级。
今年首季品牌零售金额年升40%-45%获汇丰、大摩及野村分别升价至157.8元/173元/180.2元的蓝筹安踏(02020.HK)反覆四连升,今早股价高开升幅曾扩至4.7%高见147.1元遇阻,掉头曾倒跌低见138元获承接,现造141.1元,反覆续升0.4%,成交增至1,233万股。安踏昨天公布,今年首季安踏品牌零售金额按年升40%-45%;其中FILA品牌零售金额按年升75%-80%,其他品牌产品按年升1.15-1.2倍。
相反,361度(01361.HK)股价由逾三年高位反覆回吐,高低见2.47元/2.2元,现造2.32元,回吐3.3%。
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