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港股異動 | 體育用品股繼續上漲 李寧漲超7%突破階段新高
格隆匯12月22日丨耐克上季度業績勝預期提振港股體育用品股信心,李寧再度上漲7.5%突破階段高價,特步、安踏亦漲超7%,滔搏、361度、波司登皆上漲。耐克第二財季營收133億美元,超預期的125.7億美元;每股盈餘0.85美元,超預期的0.65美元;公司預計全財年營收將增長約15%。招商證券點評表示,預計國內運動品牌將繼續專注於通過打折來去庫存。事實上,耐克(NKE.US)在中國的庫存是健康的,意味着耐克不會給行業增加更多的折扣壓力。預計中國消費將在23年二季度反彈。維持李寧、特步和安踏的“增持”評級。

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