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李寧(02331.HK)逆市續漲3%再破頂 惟安踏(02020.HK)漲近半成後曾倒跌
阿思達克 04-15 14:30
日前獲瑞銀升價至64.8元的李寧(02331.HK)股價四連漲,今天更逆市再創紀錄高,最多升6.4%至61.5元遇阻,曾回順至58.05元拒絕再下,現造59.55元,續升3%,成交增至1,836萬股,涉資10.87億元。瑞銀日前指,自「新彊棉」事件後國際品牌受壓,提高內地品牌市佔率。李寧天貓旗艦店於3月底最後一周及本月首10天銷售按年分別增約3.8倍及近1.5倍。該行調高李寧目標價9.8%至64.8元及重申「買入」評級。

今年首季品牌零售金額年升40%-45%獲匯豐、大摩及野村分別升價至157.8元/173元/180.2元的藍籌安踏(02020.HK)反覆四連升,今早股價高開升幅曾擴至4.7%高見147.1元遇阻,掉頭曾倒跌低見138元獲承接,現造141.1元,反覆續升0.4%,成交增至1,233萬股。安踏昨天公布,今年首季安踏品牌零售金額按年升40%-45%;其中FILA品牌零售金額按年升75%-80%,其他品牌產品按年升1.15-1.2倍。

相反,361度(01361.HK)股價由逾三年高位反覆回吐,高低見2.47元/2.2元,現造2.32元,回吐3.3%。

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