智通财经APP获悉,国信证券发布研报称,根据代工台企表述,关税影响在四季度逐渐淡化,订单已逐渐回稳;耐克最新截至8月底的季度业绩超市场预期和管理层指引,复苏拐点已现,新财年收入和盈利恢复路径清晰,有望带动供应商预期改善。品牌服饰端,9月服装社零环比提速,电商平台户外鞋服仍保持领先增长,看好运动户外赛道的长期成长性,建议首先把握品类分化趋势,看好高端细分与跑步赛道布局的品牌。国信证券主要观点如下:...
Source Link智通财经APP获悉,国信证券发布研报称,根据代工台企表述,关税影响在四季度逐渐淡化,订单已逐渐回稳;耐克最新截至8月底的季度业绩超市场预期和管理层指引,复苏拐点已现,新财年收入和盈利恢复路径清晰,有望带动供应商预期改善。品牌服饰端,9月服装社零环比提速,电商平台户外鞋服仍保持领先增长,看好运动户外赛道的长期成长性,建议首先把握品类分化趋势,看好高端细分与跑步赛道布局的品牌。国信证券主要观点如下:...
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