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　　摩根大通发布研报称，因应疲弱的零售环境，将特步国际（01368）2026至2028年盈利预测下调3%至5%，目标价由6.3港元下调至6港元，维持“增持”评级，并对其盈利增长前景保持正面。

　　特步2026年第二季营运数据弱，其中特步主品牌零售销售同比录得中单位数下跌，索康尼（Saucony）同比录得低单位数增长，表现处于市场预期下限，主要是由于宏观环境疲弱及不良天气影响街铺客流，以及索康尼在线上采取严格的折扣控制。管理层维持2026年净利润率达高单位数的指引，但正在审视收入指引。

　　尽管面对短期逆风，该行对索康尼推进高端化（包括渠道升级、品牌价值提升及产品线拓展）以及特步主品牌在跑步领域进一步提升心智占有率感到鼓舞。

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