金吾财讯 | 李宁(02331)股价上扬,截至发稿,报19.17港元,涨3.29%,成交额2.57亿港元。首创证券表示,大众品牌基数压力认为国际运动品牌已积极调整产品结构,且2026年为体育大年,叠加美国降息预期,美国批发商及零售商库销比均处于较低水位,行业复苏可期。在消费者收入水平提升和情绪消费需求的共同促进下,户外运动市场展现较高增长潜力,并逐步向细分化、专业化方向发展。高性能户外服饰市场景气度高,头部品牌通过集团化运作抢占市场份额。
金吾财讯 | 李宁(02331)股价上扬,截至发稿,报19.17港元,涨3.29%,成交额2.57亿港元。首创证券表示,大众品牌基数压力认为国际运动品牌已积极调整产品结构,且2026年为体育大年,叠加美国降息预期,美国批发商及零售商库销比均处于较低水位,行业复苏可期。在消费者收入水平提升和情绪消费需求的共同促进下,户外运动市场展现较高增长潜力,并逐步向细分化、专业化方向发展。高性能户外服饰市场景气度高,头部品牌通过集团化运作抢占市场份额。
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