金吾财讯 | 体育用品股集体走强，截至发稿，安踏体育(02020)涨4.39%，李宁(02331)涨2.32%，特步国际(01368)涨2.04%，361度(01361)涨1.01%，滔搏(06110)跟涨。消息面上，国家发展改革委、体育总局印发《关于建设高质量户外运动目的地的指导意见》，集中力量建设一批高质量的冰雪、山地、水上、陆地、航空等户外运动场地设施，支持汽车自驾运动营地、航空飞行营地、登山营地、船艇码头等建设。培育一批户外运动龙头企业，加强户外运动产品及服务标准制定、应用和推广，增强引领示范作用。平安证券发布研报称，基于可选消费修复逻辑，服装制造及出口相关企业或将迎来机遇，且服装及家居出海企业或将延续红利。同时，服装品牌企业经过估值调整后，或将迎来新一轮行情。关注两条投资主线。
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