【券商聚焦】招银国际维持特步“买入”评级 对其二季度表现持谨慎乐观态度

金吾财讯
22 Apr

金吾财讯 | 招银国际研报指,对2025年二季度特步(01368)表现持谨慎乐观态度。一方面担忧中美贸易战可能影响消费,另一方面特步可能受益于消费降级,且预计政策支持将加码。4月份特步和Saucony零售销售增长符合管理层预期,新品和服装线表现特别强劲。该行指,特步集团2025年全年指引和Saucony中长期目标保持不变。尽管贸易战持续,管理层仍看好销售和利润增长,并重点关注提升公司整体效率,目标...

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