行情回顾:12 月以来A 股纺服板块走势弱于大盘,纺织制造表现优于品牌服饰,12 月以来分别-3.3%/-4.4%;港股纺服指数11 月上升2.9%强于大盘,12 月以来由涨转跌。重点关注公司中12 月以来涨幅领先的包括:威富公司(13.6%)/亚玛芬(6.0%)/耐克(5.5%)/天虹纺织(3.6%)。品牌服饰观点:1)社零:10 月服装社零同比增长6.3%,增速环比稳定,较上月增长1.6 ...
Source Link行情回顾:12 月以来A 股纺服板块走势弱于大盘,纺织制造表现优于品牌服饰,12 月以来分别-3.3%/-4.4%;港股纺服指数11 月上升2.9%强于大盘,12 月以来由涨转跌。重点关注公司中12 月以来涨幅领先的包括:威富公司(13.6%)/亚玛芬(6.0%)/耐克(5.5%)/天虹纺织(3.6%)。品牌服饰观点:1)社零:10 月服装社零同比增长6.3%,增速环比稳定,较上月增长1.6 ...
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