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港股異動丨波司登收升5.18% “雙11”活動期間銷售火爆 機構關注秋冬旺季催化
格隆匯 11-13 16:21
波司登(3998.HK)今日收升5.18%,報3.25港元。消息面上,天貓發佈2023年“雙11”服飾品牌銷售榜,按活動期間品牌支付累計GMV排名,波司登位列第一,排名上升。“雙11”第一波售賣當天,一款波司登“易烊千璽同款”連帽羽絨服開售4小時成交突破千萬,品牌成交快速破億。光大證券表示,“雙11”大促落幕,在今年較弱的需求環境下,多數品牌更加看重雙十一促銷所帶來的實質性利潤而非簡單衝規模,該行更加關注“雙11”銷售榜單的相對排名、盈利和庫存去化情況。同時進入冬季,關注冷冬天氣和春節前旺季帶來的冬裝銷售催化。此外,國信證券研報指,經過前期弱復甦充分調整後,港股品牌估值位於底部區間,近期流水增長加速,重點推薦經營指標健康的景氣運動龍頭,以及秋冬旺季催化的低估值功能性服飾龍頭波司登。
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