《大行》花旗:Nike中国渠道库存回收料缓解“双11”减价战忧虑 看好安踏(02020.HK)李宁(02331.HK)

阿斯达克财经
Oct 05

花旗发表研究报告指,Nike(NKE.US)  日前举行2027财年首季度业绩电话会议,预料将于未来三个季度大规模收回中国渠道库存,今年9月至明年5月中国市场销售按年跌幅预期将扩大,对比今年7月至8月跌幅为26%;又宣布将大中华区与亚太区业务合并为新营运地区APGC,显示其淡化中国市场营运架构的策略,或有助缓解投资者对Nike带动行业于“双11”大举发动减价战的忧虑。花旗预,安踏(02020.HK...

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