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港股異動丨體育用品股拉昇 耐克上季度大中華區營收下跌20%
格隆匯12月22日丨體育用品股拉昇,李寧、安踏和特步均漲逾4%。近日,耐克公佈了2022財年第二季度財報,在北美市場銷售增長迅猛的耐克,到了中國市場卻大跌,其中大中華區的營收下跌20%格外顯眼。此外,在耐克大中華區營收下跌不久前,阿迪達斯大中華區便已成為全球業績同比下滑最嚴重市場之一。其2021財年三季度財報顯示,在貨幣中性的前提下,大中華區三季度營收同比下降14.6%。據悉,李寧、安踏在服飾類別佔比很大,隨着國潮風漸起,相比較耐克、阿迪更有本土用户優勢。

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