运动品牌概念股于今日集体走高,特步国际更是大涨逾8%,引发市场广泛关注。分析人士认为,近期政策利好是推动这一板块走强的直接原因。
在运动服饰股飙涨行情中,特步国际涨幅最为显著,截至收盘,该股上涨8.07%,报6.94港元。除此之外,李宁、361度、安踏体育、滔搏等运动服饰品牌上市公司股价也纷纷上涨2-7%不等。
市场人士指出,政府近期出台了一系列政策措施,鼓励并刺激服务消费,比如国务院发布《关于促进服务消费高质量发展的意见》,上海等地区发放消费券等。虽然这些政策没有明确提及服装相关消费,但预计运动品类的丰富也将刺激消费者在细分运动或户外领域增加开支。因此,业内期待后续将推出更多鼓励运动户外发展的政策,这为运动服饰股的长期增长打下了基础。
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