《大行》高盛维持安踏(02020.HK)“买入”评级 对下半年更有信心

阿斯达克财经
Sep 16

高盛发表研究报告,表示近日与安踏体育(02020.HK) 交流,公司管理层透露7月销售偏软,但自8月中至9月已见回暖,由于中秋假期移至9月下旬,加上消费者倾向集中于假期及购物节消费,预料可为第三及四季表现提供支持,整体而言管理层的经营指引较年初更审慎时显得更有信心。该行指出,安踏管理层观察到消费市道呈K型分化,高端市场表现较佳,大众消费者则更审慎及具选择性。受惠于人口结构及健康需求推动,高盛中长期...

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