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港股異動 | 體育用品股齊漲 機構料行業已過最壞時期
格隆匯 06-24 09:54
格隆匯6月24日丨李寧、安踏體育漲超4%,波司登漲3.8%,特步國際漲約3%,滔搏、361度均有漲幅。在618期間,體育用品是在洗護清潔後全網增長較快的品類,約有9%的增長,而根據魔鏡數據,阿里系的體育用品銷售增長更達到27%。招銀國際預計618期間的強勁復甦可以更有效地抵銷疲弱的線下表現,預期下半年體育用品的增長指引無需下調。該行又稱電商平台今年的折扣高於去年,加上體育品牌去庫存的需要,預期今年毛利率比去年會有所下降。儘管如此,該行認為行業最壞時間已過,下半年大概率出現環比改善,目前是加倉的好時機。

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