本报告导读：棉纺企业中报预喜，我们建议关注制造上中游海外产能价值。25Q2 服装家纺/纺织制造板块基金重仓占比分别为0.18%/0.05%，环比25Q1 分别下降0.04/0.03pct。根据最新一集海外财报，LVMH核心皮具承压，Deckers 收入利润超预期。投资要点：投资建议：看 好①高景气度垂类细分运动，推荐安踏体育、特步国际；②中报预期改善且新零售业态拓宽，推荐海澜之家。美国关税税率逐步...
Source Link本报告导读：棉纺企业中报预喜，我们建议关注制造上中游海外产能价值。25Q2 服装家纺/纺织制造板块基金重仓占比分别为0.18%/0.05%，环比25Q1 分别下降0.04/0.03pct。根据最新一集海外财报，LVMH核心皮具承压，Deckers 收入利润超预期。投资要点：投资建议：看 好①高景气度垂类细分运动，推荐安踏体育、特步国际；②中报预期改善且新零售业态拓宽，推荐海澜之家。美国关税税率逐步...
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