今日盘中，安踏体育（02020）股价大幅上涨5.13%，表现亮眼。这一涨势不仅超过早些时候的涨幅，也引领了整个纺服板块的走强。
数据显示，纺服板块今日整体表现强劲。除安踏体育外，特步国际涨5.79%，宝胜国际涨3.09%，李宁涨2.10%，361度涨0.97%，滔搏涨0.73%。分析人士认为，尽管纺服行业长期以来一直是贸易摩擦的焦点之一，但近期政策利好可能加速消费复苏。
中信证券表示，虽然近期"对等关税"方案的力度和广度超出市场预期，但从长期来看，纺服行业由于劳动成本、技能熟练度、产业链上下游配套等因素，代工端不具备迁移回美国的能力。国泰君安证券则指出，政策加码有望加速消费复苏，建议关注业绩筑底后反弹潜力大的低估值标的，以及具有逆市拓店规划、渠道精细化改革的公司。此外，全民健身、户外风潮延续，运动户外景气赛道值得关注。这些因素可能是推动安踏体育等纺服股走强的重要原因。
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