李宁（02331）今日盘中大跌5.01%，引发市场广泛关注。这一显著跌幅主要源于大华继显（DBS）将李宁股票评级从"买入"下调至"持有"，同时市场对公司下半年业绩表现的担忧加剧。
根据大华继显的最新报告，李宁可能在下半年继续采取大力度折扣策略，这可能会给全年毛利率带来压力。报告指出，李宁在上半年以及下半年初期在所有销售渠道都采取了较大折扣力度，预计这种情况将持续。此外，李宁还可能面临与中国奥委会相关的更高广告和促销成本。值得注意的是，李宁管理层表示，进入第三季度门店客流量减弱，这可能预示着下半年线下销售面临挑战。尽管大华继显下调了李宁的股票评级，但仍将目标价维持在18.90港元不变。
在整体市场环境方面，港股恒生指数和恒生科技指数今日双双转跌。除李宁外，华润万象生活、翰森制药、石药集团、申洲国际等多只股票均出现不同程度下跌。这表明市场情绪整体偏弱，可能对李宁股价造成额外压力。尽管如此，盘中仍出现大手买入，显示部分投资者仍看好李宁的长期发展前景。投资者应密切关注李宁未来的销售策略调整及其对公司业绩的影响。
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