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港股異動 | 服裝板塊繼續走強 贏家時尚(3709.HK)漲6.8%
格隆匯 10-16 10:22
格隆匯10月16日丨港股服裝板塊繼續走強,贏家時尚(3709.HK)漲6.8%、中國利郎(1234.HK)漲近6%、安踏體育(2020)漲3.8%。國信證券指,9月大盤普跌,10月呈現反彈,港股紡服指數在龍頭公司優質的中期業績催化下行情表現較好。9月下旬至10月氣温同比下降,“冷冬”有望助力服裝消費。另外,10月將迎來3季度業績披露窗口期,在行業景氣度逐月改善的背景下看好優質龍頭公司出色的業績表現。同時,展望四季度,在10月雙節、雙十一、“冷冬”等因素刺激下,伴隨消費持續升温,有望迎來旺季行情,看好業績有上調潛力的優質公司。港股重點推薦申洲國際、安踏體育、李寧、滔搏、波司登。

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