运动服饰零售商滔搏(06110)股价今日盘中大涨5.3%,受到市场广泛关注。
多家机构发布研报维持滔搏"买入"评级。开源证券预计,滔搏2025财年底库存改善后将迎来业绩复苏阶段,主力品牌渠道和产品表现有望在组织架构调整后改善。申万宏源认为,滔搏短期调整不改中长期向好趋势,看好其随着品牌方走出低谷及消费环境改善重回高质量增长。
国信证券指出,滔搏2025财年第三季度流水同比下滑幅度收窄,预计下一财年有望在库存健康基础上实现良性增长。其主力品牌阿迪达斯今年业绩优异,预期全年收入增长10%;耐克处于调整期,若下一季度指引向好,或将带动滔搏估值提升。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.