安踏体育(02020)今日盘中大涨5.03%，引起了市场的广泛关注。
消息面上，近期安踏体育发布公告，计划以约122.8亿元人民币的对价收购PUMA的29.06%股份，若交易完成，公司将成为PUMA的第一大股东。花旗认为，考虑到安踏在中国强大的零售专长，预计PUMA中国的分销/零售业务将迅速增长，市场可能低估了此次收购对安踏带来的正面影响。
此外，高盛发表研究报告，维持对安踏体育“买入”评级，目标价108元，并对其长期增长前景持正面看法。同时，有机构指出，美国关税税率下调可能对出口型纺织制造企业产生积极影响，而米兰冬奥会的举行也提振了市场对体育板块的关注度和消费热情，共同催化了板块表现。
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