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港股異動 | 港股體育用品股走強 波司登漲7%
格隆匯10月18日丨港股體育用品股集體走強,其中波司登漲7%,李寧,安踏體育漲2%,滔搏漲1%。國泰君安發研報稱,受疫情等因素影響,三季度服裝企業終端銷售情況疲軟,7月以來A 股及H股紡服公司股價大幅回調,該行認為當前股價已完全釋放三季度業績壓力。同時近日全國出現大面積降温,寒潮之下看好四季度服裝銷售表現,當前時點重點推薦紡服板塊。該行認為,冷冬有望促進冬裝銷售,推薦羽絨服龍頭波司登。大摩發表報吿稱,相信踏體育(二百)股價15日內將升,發生機率為70%至80%,評級“增持”。大摩指,之前建議在安踏公佈第三季和黃金週銷售情況後建倉,但疫情的重新崛起、宏觀條件的減弱、以及高基數不會支持市場情緒。安踏股價在過去一個月中調整18%,認為市場已經將近期的風險過度推斷到長期,因此目前是收集安踏股票的好時機。在短期內,該行預計管理層不會調低全年的零售銷售目標。

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