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《大行》花旗對滔搏(06110.HK)展開30日上行催化觀察 受惠Nike中國業務復甦
花旗發表報告,預期安踏(02020.HK)在今日(15日)稍後時間公布第二季零售銷售數據時,將在投資者電話會議中對下半年的前景作出審慎的敘述,情況與李寧(02331.HK)類似。 在此背景下,Nike中國業務復甦,包括第二季渠道庫存正常化,以及2026年第一季中國主要零售商訂單記錄相對於2025年第四季的持續改善,似乎是下一季度中國運動服裝行業的最佳主題。由於Nike中國於2025年下半年持續復甦,因此對滔搏(06110.HK)展開30日上行催化觀察。 花旗對滔搏評級為「買入」,目標價3.75元。
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