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體育用品股跌幅擴大:李寧跌超8%,安踏跌5%
格隆匯10月6日丨港股體育用品股跌幅繼續擴大,李寧跌超8%,特步國際跌近7%,安踏跌超5%,波司登跌近5%。浦銀國際近日發佈研報指,中國運動服飾行業近期股價偏軟,主因市場未能預期近期運動服飾行業整體零售流水增速放緩。近期股價回調,有助於市埸對國內運動服飾品牌逐漸迴歸理性,重新調整今明兩年零售流水增速的預期。該行認為中國運動服飾行業長期增長邏輯未變,在較為理性的市場情緒驅動下,股價有望在四季度隨着消費情緒的恢復而有所反彈。

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