港股详情

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做空集合股

1,191.276

-5.883-0.49%

涨家数：9

跌家数：15

平家数：3

市盈率：- -

高：1,211.871

开：1,197.300

低：1,188.723

收：1,197.158

成交量：2.22亿

成交额：28.30亿

市值：1.33万亿

流通市值：1.28万亿

数据加载中...

总览新闻资讯

中国飞鹤(06186)出现大手卖出160万股，成交价$2.755，涉资440.8万

阿斯达克财经

港股异动 | 大消费股多数上扬国庆假期全国服务消费旺盛低估值下消费配置动能有望上升

113 亿元入股彪马成第一大股东，安踏（02020.HK）全球化战略迎来关键进阶

《大行》野村：国庆假期旅游客流偏软消费表现参差看好安踏、百胜中国、美的

阿斯达克财经

手机产业链局部受压荣阳实业（02078）跌6.77%、高伟电子（01415）跌2.55%

百亿入股彪马，能否接住安踏的增长期待？

大和：安踏体育(02020.HK)成为PUMA最大股东重申“买入”评级

体育用品股上扬李宁（02331）涨4.32%、滔搏（06110）涨3.88%

港股异动 | 乳业股涨幅居前机构指奶牛去化有望加速原奶价格或迎价格向上拐点

大行评级丨大和：重申安踏“买入”评级，视为中国运动服饰及整体消费板块首选股

大行评级丨里昂：安踏完成收购Puma约29%股权，维持“跑赢大市”评级并视为首选股

北控水务集团(00371)出现大手卖出130万股，成交价$1.51，涉资196.3万

阿斯达克财经

大行评级丨瑞银：长和旗下Cenovus收购Athabasca，料对资产净值影响轻微负面

《股市简讯》美国旅行箱制造商新秀丽一度涨3.1%，投行富瑞上调目标价

安踏品牌版图再添PUMA，背后究竟有多少家体育品牌？

阿迪达斯的“哥哥”，被安踏买下了

李嘉诚家族，突然出手了

安踏体育百亿 “骑” 彪马，谁来担当 “牵马人”？

李嘉诚旗下长实集团将拆除一在建楼盘3栋楼并重建该项目此前涉贪污造假10人被抓

【券商聚焦】中泰国际：多家药企将公布重要数据推荐创新药与CXO龙头

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14:14","pubTimestamp":1791526440,"startTime":"0","endTime":"0","summary":"野村发表研究报告指，中国国庆假期旅游客流表现持续偏软，整体旅游客流约21.4亿人次，日均约3.06亿人次，按年仅微升0.6%，虽较端午假期按年跌0.9%有所回升，但仍远低于2025年国庆假期按年升6.2%的水平，整体旅游数据在2026年主要节假日中呈走弱趋势。在中国消费板块中，该行维持偏好具结构性发展策略、利润率趋势可见及估值吸引的公司，继续看好安踏，亦看好百胜中国及美的，评级均为“买入”。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180509171357768_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180509171357768_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1548539/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1548539/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU0261950470.USD","LU0326950275.SGD","LU0823426308.USD","LU2177674079.SGD","LU0128525929.USD","IE0008369823.USD","BK1168","09987","82020","BK1588","LU1188198961.HKD","BK1500","LU0310800379.SGD","LU0605514214.HKD","LU0228659784.USD","LU0417516902.SGD","02020","LU2008162690.USD","LU0048575426.USD","LU1267930573.SGD","IE00BMCWC346.EUR","ANPDY","LU0650527681.SGD","IE00BQXX3D17.EUR","LU2039709279.SGD","LU0048597586.USD","LU0320764599.SGD","LU0251143458.SGD","LU2279701549.SGD","IE00B031J352.USD","IE0034224299.USD","LU0708995583.HKD","LU0823426480.USD","LU0261947096.USD","IE00BN0W2W23.USD","LU0251144936.SGD","IE00BGV7N243.SGD","IE00BN0W2V16.EUR","LU0244354667.USD","BK1589","LU0029864427.USD","LU0594300419.USD","BK1227","IE00BYV24P56.USD","LU2488822045.USD","IE00BQXX3C00.GBP","BK1512","LU0463099449.HKD","IE0008368742.USD","LU0348825331.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674835132","title":"手机产业链局部受压 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14:02","pubTimestamp":1791525730,"startTime":"0","endTime":"0","summary":"此番收购彪马，承载着安踏在全球运动市场攻城略地的野望。尽管安踏分部成长性走弱，安踏集团的业绩仍保持双位数增长。结合收入及增速粗略测算，2026年上半年，所有其他品牌分部以约四分之一的集团营收规模，为安踏贡献了约三分之二的同比营收和经营溢利增量。对比而言，此次入股彪马，安踏寻求监事会席位，虽然可以对品牌后续发展施加一定的影响，但具体的客户调整、库存处置和直营投入，仍须由彪马管理层及当地团队落实。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1791512499623817788","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["BK1502","IE00B031J352.USD","LU0261950470.USD","LU2008162690.USD","IE00BQXX3F31.USD","LU0463099449.HKD","IE00BN0W2V16.EUR","IE0031814852.USD","LU0708995583.HKD","BK1589","IE00BMCWC346.EUR","LU0320764599.SGD","BK1512","02020","LU0594300419.USD","LU1831875114.USD","LU0326950275.SGD","IE00BQXX3D17.EUR","LU0244354667.USD","IE00B031HY20.USD","LU0823426308.USD","LU0251143458.SGD","IE00BYV24P56.USD","LU2177674079.SGD","IE00BQXX3C00.GBP","LU0251144936.SGD","LU0052750758.USD","BK1168","LU2488822045.USD","IE00BN0W2T93.GBP","BK1227","IE0008369823.USD","LU0140636845.USD","LU0261947096.USD","IE00BN0W2W23.USD","82020","LU0605514214.HKD","LU0823426480.USD","LU0048597586.USD","IE00BGV7N243.SGD","ANPDY","LU1188198961.HKD","BK1500","BK1521","LU0594300179.USD","IE0008368742.USD","LU2039709279.SGD","LU0650527681.SGD","LU0048575426.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674355068","title":"大和：安踏体育(02020.HK)成为PUMA最大股东 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新秀丽今年迄今大跌36.7%，同期恒生指数.HSI下滑5.8%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20261009:nL4T45V071:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1602","SG9999011746.SGD","LU2065171402.SGD","01910","BK1227","LU0572940350.SGD","SG9999004311.SGD","LU0823040885.USD","LU2065169927.USD","LU0607220059.USD","SG9999004303.SGD","LU0264606111.USD","BK1500","LU1880383366.USD","LU0149534421.HKD","LU1166156734.SGD","BK1577","LU0702159343.USD","LU0702159699.USD","LU0572939691.SGD","LU2065171311.SGD","LU0251143458.SGD","SGXZ23171101.USD","LU2065170008.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674882715","title":"安踏品牌版图再添PUMA，背后究竟有多少家体育品牌？","url":"https://stock-news.laohu8.com/highlight/detail?id=2674882715","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674882715?lang=zh_cn&edition=fundamental","pubTime":"2026-10-09 10:39","pubTimestamp":1791513566,"startTime":"0","endTime":"0","summary":"PUMA的加入，也让安踏的品牌版图进一步扩大。其中既有安踏直接控股的品牌，也有中国区经营权、合资平台和上市公司少数股权。这意味着，安踏并没有把Amer旗下品牌逐一买成全资品牌。因此，安踏品牌版图约有17个主要品牌系统，但真正由安踏直接全资或控股的品牌数量明显少于这个数字。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1791462768385144131","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["LU0048597586.USD","LU1831875114.USD","LU0823426308.USD","IE00BGV7N243.SGD","LU0594300179.USD","BK1500","LU0261947096.USD","LU2039709279.SGD","BK1589","IE00BYV24P56.USD","IE00B031HY20.USD","IE00BN0W2W23.USD","IE00BQXX3C00.GBP","LU0251143458.SGD","LU0244354667.USD","BK1502","LU2177674079.SGD","LU0261950470.USD","IE00BQXX3D17.EUR","LU0605514214.HKD","IE00BN0W2V16.EUR","LU0048575426.USD","IE00B031J352.USD","BK1168","IE00BQXX3F31.USD","LU0708995583.HKD","02020","ANPDY","LU0650527681.SGD","LU0326950275.SGD","LU1188198961.HKD","LU2488822045.USD","IE0031814852.USD","LU0594300419.USD","LU0251144936.SGD","IE00BN0W2T93.GBP","IE00BMCWC346.EUR","IE0008369823.USD","82020","LU2008162690.USD","LU0823426480.USD","BK1227","LU0320764599.SGD","LU0140636845.USD","LU0052750758.USD","IE0008368742.USD","BK1521","LU0463099449.HKD","BK1512"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674821078","title":"阿迪达斯的“哥哥”，被安踏买下了","url":"https://stock-news.laohu8.com/highlight/detail?id=2674821078","media":"蓝鲸财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674821078?lang=zh_cn&edition=fundamental","pubTime":"2026-10-09 10:39","pubTimestamp":1791513555,"startTime":"0","endTime":"0","summary":"从品牌上看，和阿迪达斯的差距越来越大，2025年PUMA销售额72.96亿欧元，按汇率调整下降8.1%；持续经营净亏损约6.45亿欧元，2026年上半年销售额35.54亿欧元，固定汇率再降5.2%，二季度批发还在下滑。2019年，安踏又牵头财团，拉腾讯、方源等资本，用46.6亿欧元拿下了亚玛芬体育，把始祖鸟、萨洛蒙、威尔胜一并纳入。这已经是Nike大中华区连续第九个季度同比下滑。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1791453034405831718","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["LU0326950275.SGD","LU0048597586.USD","BK1502","LU0244354667.USD","LU0594300179.USD","IE00BN0W2T93.GBP","BK1168","BK4558","BK1227","BK1589","LU0140636845.USD","ANPDY","LU0463099449.HKD","IE0008368742.USD","IE00BQXX3D17.EUR","LU2177674079.SGD","IE00BMCWC346.EUR","BK1512","LU0708995583.HKD","LU2488822045.USD","LU0251144936.SGD","LU1831875114.USD","LU0048575426.USD","LU0261950470.USD","ADDYY","IE00BGV7N243.SGD","LU0823426308.USD","BK4585","IE0008369823.USD","LU0052750758.USD","LU1188198961.HKD","LU0261947096.USD","BK1521","LU0251143458.SGD","02020","IE0031814852.USD","IE00B031J352.USD","82020","BK1500","BK4202","IE00BYV24P56.USD","LU0650527681.SGD","LU0823426480.USD","LU2039709279.SGD","LU0320764599.SGD","LU0605514214.HKD","LU0594300419.USD","IE00B031HY20.USD","IE00BQXX3F31.USD","IE00BQXX3C00.GBP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674824368","title":"李嘉诚家族，突然出手了","url":"https://stock-news.laohu8.com/highlight/detail?id=2674824368","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674824368?lang=zh_cn&edition=fundamental","pubTime":"2026-10-09 10:36","pubTimestamp":1791513398,"startTime":"0","endTime":"0","summary":"文|首席品牌评论一笔突如其来收购案，把李嘉诚家族拉回了聚光灯下。Cenovus Energy，这家加拿大第二大综合能源公司的单一最大股东，正是长和与李嘉诚家族信托，合计持股约30%。李嘉诚家族，为什么突然出手了？有媒体统计，过去一年多时间，李嘉诚家族在全球范围内套现总额已接近1700亿港元。四十年前，李嘉诚在加拿大埋下了一颗石油的种子；四十年后，这颗种子已经长成了参天大树。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1791472144989670163","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["BK1521","LU1064131003.USD","LU1571399168.USD","00001","LU2148510915.USD","LU0072462343.USD","LU1048588211.SGD","BK1569","BK1230","BK1601","IE0032431581.USD","LU0211977185.USD","LU1064130708.USD","BK1500"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674884042","title":"安踏体育百亿 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