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港股異動 | 體育用品股部分走強 滔博升超5% 李寧漲近2%
格隆匯 05-25 10:25
格隆匯5月25日丨體育用品股部分走強,滔博漲超5%表現最佳,李寧升近2%,特步跌2.6%。交銀國際研報指,長期壓抑的消費和運動需求正在釋放,這是由於近期新冠肺炎疫情在中國受控。預計體育用品分銷零售商將在復甦過程中因更好的經營槓桿而跑贏品牌商。認為滔搏是相對安全、整體更優秀的運營商。給予其目標價12.40港元。大摩亦看好高端或注重銷量的內需股,重點關注李寧、安踏體育、滔搏等。

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