港股異動 | 申洲國際(2313.HK)續漲5.2% 機構指耐克復甦將帶動代工商恢復訂單增長
格隆匯12月22日丨昨日漲6.7%的申洲國際(2313.HK)今日至現價85.4港元再漲5.2%,總市值1283.75億港元。交銀國際指,耐克2023財年第2季度的收入增長了27%(以當地貨幣計算)。耐克宣佈其庫存高峯已經過去,並且“中國的庫存恢復到健康的水平”。耐克的全球銷售強於預期,庫存恢復到健康水平,意味着耐克的紡織代工商(如申洲)將全速恢復訂單增長。

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