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港股異動 | 體育用品股午後拉昇 李寧漲9%
格隆匯 04-12 14:38
格隆匯4月12日丨體育用品股集體上漲,李寧漲9%,安踏體育漲7%,特步國際、波司登漲6%,滔博漲5%,中國動向漲1%。華創證券預計下半年起,隨着疫情得到較好控制、成本壓力趨緩,消費板塊有望迎來邊際改善,以待需求回升支撐經營進一步回暖。而國元證券表示,借鑑上一輪大規模疫情的歷史經驗,渠道層面,線上購物仍是大眾首選的消費場景;細分品類層面,必選消費將持續景氣,可選消費則在經歷需求萎縮後,隨着防疫進入常態化逐步復甦。

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