港股異動 | 服裝板塊延續近期強勢 贏家時尚(3709.HK)漲超7%
格隆匯10月20日丨港股服裝板塊延續近期強勢,贏家時尚(3709.HK)漲7.2%、李寧(2331.HK)漲5.1%、波司登(3998.HK)漲4.9%。天風證券指,2019年四季度由於暖冬影響,基數較低;2020年四季度冷冬催化,且冬裝銷售在部分地區提前開啟;同時2020年-2021年春節在2月中旬,相比2019年-2020年春節時間延後,冬裝銷售季節拉長。多重因素疊加利好品牌冬季的銷售,四季度各品牌有望持續恢復。下游品牌端方面,關注建議波司登、李寧、安踏體育、南極電商等。

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