港股異動 | 體育用品股走強 安踏、李寧、特步均創歷史新高
格隆匯6月15日丨體育用品股走強,李寧漲超3%,市值逼近2000億港元;安踏漲超2%,市值超4400億港元;特步一度大漲30%報11.58港元,市值超300億港元;三股盤中均創歷史新高。個股方面,特步今早宣佈高瓴集團與特步環球(附屬公司)建立戰略性夥伴合作,公司獲高瓴資本認購6500萬美元零息永續可轉債。板塊上,瑞信近日發研報指,內地體育品牌在5月及6月初仍跑贏國際品牌,國際品牌銷售仍錄下跌。該行認為運動服基本需求保持健康,首選安踏,因為對安踏品牌執行和Amer好轉持樂觀態度,也看好李寧強勁品牌勢頭。安踏向直營店批發轉型實現了10-30%零售額增長,李寧在服裝和鞋類領域的折扣收窄,價格漲幅最大。

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