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港股异动丨纺织服装股普遍拉升 券商看好板块基本面回暖
格隆汇10月12日丨博尼控股大涨超24%领衔上扬,赢家时尚涨近6%,申洲国际涨2.38%,李宁涨1.8%,江南布衣等皆涨超1%。国信证券指出,前期纺织行业受疫情、气温与限电等负面因素影响短期基本面,耐克等国际品牌因海外供应链短缺股价下跌,导致运动板块可比估值大幅下降。该行认为随着压制因素解除,进入冬季服装消费旺季,看好板块基本面回暖,当下估值吸引力强。持续看好品牌力、产品力领先,经营效率领先的优质企业。重点推荐申洲国际、安踏体育、李宁、波司登等。

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