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盤中異動 | 安踏體育盤中下跌4%,報於95.0港元

2022年7月11日9時50分,安踏體育(HK02020)盤中下跌4%,報於95.0港元,成交額達1.23億港元,換手率達到0.03%。

7月6日訊,中信證券發研報指,預期2022年二季度內地經濟預計實現微幅正增長,三、四季度GDP增速有望實現6%甚至更高,全年仍能實現5%左右的增長;消費方面全年社零有望實現4.6%左右的增長。雖然疫情對經濟的衝擊顯着,但在穩增長的政策基調下,中國經濟增長韌性很強,在各項政策刺激下,經濟預期有望保持升溫。通脹問題在下半年可能會進一步演繹,CPI或將在三季度開始突破3%,但回顧中國此前幾輪輸入性通脹週期後可以判斷,目前中國宏觀政策調控能力日益增強,將有效應對當前的輸入性通脹壓力。在上述背景下,政策端明顯從供需兩端共同促進消費回升,消費修復預期有望持續升溫。建議關注安踏體育(02020)、華潤啤酒(00291)、同程旅行(00780)等公司。

7月5日,光大證券:國內經濟景氣度改善提振港股市場,建議關注三大配置方向。6月9日,野村:維持安踏體育(02020)“買入”評級,目標價141.5港元。

最新的財務數據顯示,公司於2021年4季度,營業收入493.28億人民幣,淨利潤82.19億人民幣;營業收入同比增加38.91%,毛利潤同比增加47.23%,淨利潤同比增加47.58%。

盈立趨勢長盈模型最近一次交易信號,2022年6月27日出現關注信號,觸發價格爲95.95港元(信號僅供參考)。

uSMART智能寫手的信息、數據均來自媒體公開報道,智能寫手不能保證其完全準確,內容僅供參考,不構成投資建議。

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