獲花旗重申買入申洲(02313.HK)續漲近7% 主要體育用品股漲逾7%
美國12月消費信心反彈至八個月高位,勝預期,加上美企季績勝預期,紓緩市場對經濟陷入衰退拖累企業盈利下降憂慮,美股兩連升,道指隔晚(21日)續升1.6%。港股今早(22日)跑贏區內股市,國指及科指曾飆升3.6%及5.2%,推動恆指曾急漲574點或3%,高見19,735,現報19,695,急漲534點或2.8%,總成交額增至515億元。
花旗指Nike(NIKE.US)大中華區次季扭虧為盈,將支持其供應商本港藍籌申洲國際(02313.HK)明年內地工廠產能使用率改善,重申其「買入」評級及看115元。申洲繼昨天止跌回升6.7%後,今早股價進一步高見86.95元,現報86.75元,續漲6.8%。
藍籌內需股今早發力,尤其是安踏(02020.HK)反彈7.5%報104.9元,創約九個月高;李寧(02331.HK)升破250天線(65.4元),最高見68元,現報67.45元,續升7.1%。非藍籌體育用品股特步(01368.HK)也反彈7.6%,報8.82元。另體品零售股滔博(06110.HK)續升6.8%,報6元。
蒙牛(02319.HK)及潤啤(00291.HK)各升逾半成。非藍籌青啤(00168.HK)續升3.3%,曾高見77.2元。
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