智通财经APP获悉，体育用品股涨幅居前，截至发稿，特步国际(01368)涨7.33%，报6.33港元；裕元集团(00551)涨7.32%，报14.96港元；安踏体育(02020)涨7.05%，报101.7港元；李宁(02331)涨6.08%，报18.5港元。
招银国际发表研究报告指，政策推动消费增长持续改善，内地消费品行业估值或可迎来重估机会，虽然零售市场销售增长仍然受压，但与9月相比已录得进一步改善，细分行业当中家电及服装零售业销售增长超出预期，而运动服装、餐饮和旅游等行业则基本符合预期，目前将行业评级上调至“跑赢大市”。
浙商证券指出，近期出台政策主要包括国务院关于促进服务消费高质量发展的意见，以及上海消费券的发放，这些政策在条款上比较符合预期，但在金额上还是比较超预期，虽然没有直接提到服装相关消费，但预计运动场景的丰富也有望刺激消费者在细分运动/户外领域的增量消费，期待后续更多鼓励运动户外发展类的政策颁布。
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