李宁公司今日盘中出现大涨超过6%的涨幅,引起市场的广泛关注。今日上涨主要源于以下原因:
一方面,根据政府工作报告,扩内需、振消费将成为2025年政府工作重点任务之一。作为消费升级的重要领域,体育消费有望在政策扶持下获得发展利好。国内体育产业政策拥有较大支持力度,体育用品行业迎来发展良机。
另一方面,券商分析认为,随着消费环境和政策预期逐步明朗,纺服板块包括体育用品有望在2025年迎来修复性行情。本轮体育用品股集体走高反映了市场对行业未来增长的乐观预期。受益于零售新业态崛起、品牌势能提升等利好因素,龙头体育服装企业经营有望改善,迎来机遇期。
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