同时,强化分红监管政策的发力与“长钱长投”机制生态的健全也为红利风格的延续进一步奠定较为坚实的基础,有望成为更多中长期资金较为理想的底仓配置选项。
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Frasers旗下拥有Sports Direct、Flannels等渠道资源,入股后或推动Puma产品独家分销与联合营销,提振欧洲市场;但Puma短期业绩承压,Frasers此时入局属抄底布局,若重组见效可获超额回报,反之需面对库存与折扣风险。