12月17日，近日港股体育用品股持续活跃，目前李宁涨近5%领衔，近4日累计涨幅超11%并且创逾3个月新高，安踏体育、裕元集团涨近2%，特步国际涨1.4%，361度涨超1%，本间高尔夫、滔搏跟涨。
消息上，12月11日召开的中央经济工作会议明确2026年经济工作重点任务为“坚持内需主导，建设强大国内市场”。分析人士认为，服装行业的消费预期或持续向好。
中国银河证券指出，对于纺织服饰这一可选消费属性较强的板块而言，政策端对终端消费的实质性补贴和居民收入预期的改善将直接提振消费信心。值得注意的是，随中美关税政策优化，近期纺织服装出口环比好转，带动出口链景气度回升。
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