中信證券:看好國產運動龍頭品牌對於下半年積極預期的兌現能力
格隆匯9月1日丨中信證券指出,我們看好國產運動龍頭品牌對於下半年積極預期的兌現能力。運動鞋服代工廠還需持續觀察上下遊壓力的釋放情況,靜待海外品牌庫存見底和未來各季度財報的業績指引上調的信號。建議重點關注品牌勢能持續向上、長期仍有開店和提價空間且估值具備吸引力的國產品牌以及經營邊際改善的零售和代工龍頭。
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