花旗发表研报，对安踏体育及李宁开启为期30日的正面催化剂观察。主要催化因素为耐克在中国市场的份额有可能被安踏及李宁夺取，带来正面市场情绪。根据滔搏公告及耐克网站，耐克将自2027年1月起终止与中国零售商的大部分在线分销业务，转向在线DTC(直营)策略，预期将导致其未来在华市场份额流失，并对中国本土及竞争品牌产生积极影响。该行维持安踏及李宁“买入”评级，目标价分别为108.8港元及22.8港元，同时名列该行看好的10只具吸引估值的大型中国消费股之列。
花旗发表研报，对安踏体育及李宁开启为期30日的正面催化剂观察。主要催化因素为耐克在中国市场的份额有可能被安踏及李宁夺取，带来正面市场情绪。根据滔搏公告及耐克网站，耐克将自2027年1月起终止与中国零售商的大部分在线分销业务，转向在线DTC(直营)策略，预期将导致其未来在华市场份额流失，并对中国本土及竞争品牌产生积极影响。该行维持安踏及李宁“买入”评级，目标价分别为108.8港元及22.8港元，同时名列该行看好的10只具吸引估值的大型中国消费股之列。
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