消費股集體走強!波司登大漲近16% 李寧漲7%創歷史新高市值逼近千億
格隆匯10月5日丨港股節後第一天,體育、服裝、餐飲、酒店等消費股全線走強,其中,李寧(2331.HK)一度漲7.22%報38.6港元,創歷史新高價,總市值957億港元;該股年內累漲65%,領漲體育板塊;安踏體育、361度和特步國際盤中均漲超5%,安踏年內累漲超20%。波司登午後進一步拉昇大漲近16%;海底撈大漲超6%。微信支付公佈國慶前3天消費數據顯示,10月1日-3日,國內旅遊消費暴漲,景區和酒店行業微信支付交易額較五一增長83%和71%。此外,文旅部數據顯示,10月1-4日,全國共接待國內遊客4.25億人次,實現旅遊收入3120.2億元,相較於上年同期,國慶假期前4日共接待國內遊客人次恢復78.41%。分析人士指出,消費股全線走強,表明市場憧憬國慶期間銷售數據強勁。

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