智通财经APP获悉，体育用品股集体走高，截至发稿，裕元集团(00551)涨4.46%，报17.35港元；李宁(02331)涨4.58%，报18.49港元；361度(01361)涨3.07%，报6.05港元；特步国际(01368)涨2.98%，报5.53港元。
申万宏源发布研报称，随中美关税政策优化，11月纺织服装出口环比好转，带动出口链景气度回升。跟踪各公司近月流水，11月丰泰/裕元（制鞋业务）/聚阳收入同比-11.8%/-2.4%/+0.5%，裕元、聚阳环比改善，持续看好耐克链修复带来的运动制造板块布局机会。
国盛证券则表示，品牌服饰关注稳健成长或具备反转逻辑的优质个股。当前重点推荐具备反转逻辑的 Nike 大中华区零售商滔搏；波动环境下运动鞋服板块经营韧性强，同时看好运动鞋服板块长期增长性，推荐运动鞋服板块优质标的安踏体育、李宁。
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