周三盘中,安踏体育(02020)股价大涨5.13%,引发市场关注。此次涨势与整个纺服板块的强劲表现密切相关。
据报道,纺服板块今日普遍走高,多家公司股价出现不同程度上涨。其中,特步国际涨幅最大,达5.79%;安踏体育紧随其后,涨幅3.24%(注:此数据来自早些时候的报道,截至发稿时安踏体育涨幅已达5.13%);宝胜国际、李宁、361度和滔搏等公司股价也均有不同程度的上涨。
尽管近期美国"对等关税"方案引发市场对纺服行业前景的担忧,但多家券商仍对该行业保持乐观态度。中信证券表示,虽然关税可能带来短期影响,但从长期来看,行业龙头企业有望延续份额提升。国泰君安证券则强调,政策加码可能加速消费复苏,并看好运动户外等景气赛道。分析师们认为,具有高端设计研发能力和快速订单响应能力的制造商更能有效应对潜在的关税冲击。这些积极的行业展望可能是推动安踏体育等纺服股今日走强的重要因素。
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