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里昂:给予安踏、普拉达、新秀丽和裕元集团“跑赢大市”评级

Securities Times ·  Dec 9 11:03

转自:证券时报

证券时报网讯,里昂的研究报告指出,特朗普2.0关税政策的覆盖范围比2018年更广,全球市场将受到影响。品牌商可能通过提价来应对关税,但行业领导者将更关注市场份额与盈利能力的平衡,预计会通过优化成本结构实现可持续发展。里昂推荐安踏、普拉达、新秀丽和裕元集团为首选股票,认为它们具备良好的防守性,并给予“跑赢大市”评级。

校对:姚远

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