国信证券纺织服饰3月策略：把握消费复苏加速机遇看好低估值补涨弹性

智通财经2023-03-03

智通财经APP获悉，国信证券发布研究报告称，1月高端服饰与运动户外品牌表现亮眼，此外，2月越南纺织出口增长好转，棉价回调。该行认为，把握消费复苏加速机遇，左侧布局中长期成长制造龙头。消费端，春节错峰拉低1月同比增幅，预计3月至二季度基数下降叠加库龄改善，增长弹性加速释放，看好景气赛道保持成长性优势以及低估值补涨弹性。投资建议：重点推荐李宁(02331)、比音勒芬(002832.SZ)、报喜鸟(...

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国信证券纺织服饰3月策略：把握消费复苏加速机遇 看好低估值补涨弹性

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国信证券纺织服饰3月策略：把握消费复苏加速机遇看好低估值补涨弹性