智通财经APP获悉，安踏体育(02020)再涨超4%，截至发稿，涨4.18%，报99.6港元，成交额9.52亿港元。
瑞银发布研报称，考虑到安踏体育旗下Amer Sports盈利贡献超预期，上调2025至2027年净利润预测，目标价从115.7港元上调至122.3港元，评级“买入”。瑞银引述安踏管理层指，今年将有几个因素影响集团整体利润率，利好因素包括Descente和Kolon的强劲销售带来更高营业利润率；今年库存拨备减少；Amer的业绩好于预期。
摩根大通则表示，维持安踏体育今年零售销售指引，旗下安踏、Fila、其他品牌分别达高单位数、中单位数、超过30%增长；维持今年经营利润率指引，安踏、斐乐、其他品牌分别为20%至25%、约25%，以及25%至30%。此外因安踏加大对Maia Active的投资，以及计划6月完成Jack Wolfskin收购，该行上调安踏体育2025至27年盈利预测1%至2%。
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