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港股异动 | 体育用品股普涨 安踏、李宁、滔搏盘中均创历史新高
格隆汇 01-05 15:50
格隆汇1月5日丨体育用品股普涨,361度(1361.HK)涨超7%领涨,安踏、李宁、滔搏盘中均创历史新高。2020年全年,李宁累涨129.94%,安踏累涨77.65%,滔搏累涨32.57%,特步累跌3.25%,361度累跌23.13%。个股方面,361度拟要约回购最多1.35亿美元2021年到期的票据。板块上,花旗最新发报告指,挑选出2021年中资内需股的首选,为包含滔搏、李宁在内的八股,该行看好内地体育用品等行业。此外,汇丰研究亦将安踏目标价由99.3港元上调56%至155港元,维持“买入”评级。该行预计安踏在2020年底前实现渠道库存的正常化,预计安踏品牌的售罄率将在2021年首季度反弹38%,或今年反弹19%。

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