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盤中異動 | 體育用品股普漲,高盛上調多隻體育用品股目標價

體育用品股普漲,李寧、本間高爾夫漲3%,特步國際漲2%,安踏體育、滔博、波司登跟漲。

高盛發表報告指,微調2023至2024年的盈測以反映對行業復甦上的更大信心。該行相信,投資者的情緒將有改善,並更關注特步、波司登、滔搏和寶勝正常化下的增長路徑,將它們的目標價上調15至79%。

該行表示,體育服裝品牌的銷售額令人鼓舞。雖然該行認爲今年首兩個月的基數很高,尤其是李寧,惟繼續看好李寧(維持“確信買入”名單),認爲其具有強大的品牌形象、更清潔的渠道庫存和完整的長期市場份額增長。

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