智通财经APP获悉，体育用品股涨幅居前，截至发稿，滔搏(06110)涨8.2%，报2.64港元；安踏体育(02020)涨5.45%，报80.35港元；李宁(02331)涨5.18%，报16.24港元；特步国际(01368)涨2.7%，报4.94港元。
消息面上，上海公布将投入5亿元发放消费券，首批9月28日申领，涵盖餐饮、住宿、电影、体育领域。据悉，9月28日至12月31日，上海市体育局将发放2700万元，包括本次发券专项资金2000万元、上海市体育局自有发券资金700万元，在上海各区招募超过700家定点体育场馆参与服务。
此外，耐克近期宣布Elliott ill将接替John Donahoe出任集团总裁兼首席执行官，自2024年10月14日起生效。国信证券认为，耐克此次更换CEO释放积极信号，有望带动品牌上下游企业基本面和估值提升。本次CEO更换为曾在公司工作32年的Elliott Hill，有望重振公司产品创新和营销动力。
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