本报告导读:8 月中越纺服出口均环比走弱,台企数据多数放缓;7 月美国服装批发商销售增速放缓,库销比略有提升。投资要点:投资建议:1)品牌端:①运动赛道韧性最优,推荐安踏体育/李宁/特步国际;②关注轻奢结构性需求投资机会,推荐普拉达/新秀丽;③低估值红利标的,推荐江南布衣/滔搏/水星家纺;④新业态拓宽逻辑,推荐海澜之家。2)制造端:多元产能+新客拓宽+高股东回报的优质龙头,推荐百隆东方/九兴控股/...
Source Link本报告导读:8 月中越纺服出口均环比走弱,台企数据多数放缓;7 月美国服装批发商销售增速放缓,库销比略有提升。投资要点:投资建议:1)品牌端:①运动赛道韧性最优,推荐安踏体育/李宁/特步国际;②关注轻奢结构性需求投资机会,推荐普拉达/新秀丽;③低估值红利标的,推荐江南布衣/滔搏/水星家纺;④新业态拓宽逻辑,推荐海澜之家。2)制造端:多元产能+新客拓宽+高股东回报的优质龙头,推荐百隆东方/九兴控股/...
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