高盛发表研究报告指,该行前日(12日)邀请一家华中区运动服饰分销商(年销售额约13亿至14亿元人民币,覆盖大众及专业/户外品牌)分享行业最新情况,包括国庆黄金周表现。专家指出,2026年第三季销售仍然偏软,品牌表现呈更明显的K型分化:Adidas继续跑出,按年录得双位数增长,9月进一步加快至按年升16%至18%,黄金周亦录双位数增长;Nike则持续受压,按年跌双位数。李宁(02331.HK) 、...
Source Link高盛发表研究报告指,该行前日(12日)邀请一家华中区运动服饰分销商(年销售额约13亿至14亿元人民币,覆盖大众及专业/户外品牌)分享行业最新情况,包括国庆黄金周表现。专家指出,2026年第三季销售仍然偏软,品牌表现呈更明显的K型分化:Adidas继续跑出,按年录得双位数增长,9月进一步加快至按年升16%至18%,黄金周亦录双位数增长;Nike则持续受压,按年跌双位数。李宁(02331.HK) 、...
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