行情回顾:11 月至今A 股纺服板块弱于大盘,其中品牌服饰表现好于纺织制造,主要来自前期超跌反弹;港股纺服板块优于大盘。品牌服饰观点:10 月政策利好下消费者信心提升,叠加国庆黄金周错期及双11 大促提前影响下,服装社零转正、同比增长8%(前月-0.4%);各品牌销售流水增速也相较三季度好转。10 月电商平台运动、户外、女装行业增速较高, 天猫+ 京东+ 抖音三平台销售额分别同比+32%/+86%...
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