《大行》花旗下调滔搏(06110.HK)及李宁(02331.HK)评级至“中性” 降体品股目标价

阿斯达克财经09-11

花旗发表报告，预期Nike(NKE.US) 中国于今年第四季渠道库存重设对中国品牌的负面影响，将大于2022年及2023年Adidas中国的同类做法，基于Nike显著更高的市占率，Nike中国主要销售商决断的去库存计划，以及中国更不确定的宏观情况。该行预期自中秋、国庆到“双十一”的行业推广活动加剧，并指中国品牌在直接销售的更高敞口，行业产品打折增加将影响主要品牌第四季销售增长、盈利率及现金流。...

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