智通财经APP获悉,滔搏(06110)早盘涨超9%,截至发稿,涨7.39%,报2.47港元,成交额1.06亿港元。
消息面上,Nike发布新产品计划:推出全新简化后的路跑鞋系列产品线(回弹缓震Pegasus系列、超强缓震Vomero系列、支撑缓震Structure系列);发布Nike Vomero 18新品引领超强缓震;发布全新跑步服饰基本款Nike Swift与Stride;发布全新女子鞋款Air Max Muse。本次发布为新CEO上任之后的首次新产品线,产品思路清晰,巩固Nike优势,聚焦专业跑步,精准契合跑者需求。
国泰君安指出,Nike推出全新路跑鞋产品线划分,利于各类需求的消费者挑选合适产品,期待新CEO Hill带领下Nike后续在产品及渠道端做出的改善。Nike后续经营反转有望对相关产业链标的带来利好。中银国际此前表示,滔搏潜在转势可能需要数月时间,因为面临行业普遍的线下客流下降问题,以及公司特有的对Nike的高度依赖。
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