$LULU · Brian Shannon · 2026-11-03
LULU 看起来不像 Nike 式的底部：几个月前它未能守住 2007 年 IPO 锚定的 VWAP，巨量成交也没有带来恐慌性抛售；股价毫无起色。有耐心的投资者可以把止损设在近期低点下方，或许它会重建，但周线图一片混乱，仍在跌破位附近挣扎，而且存在更好的机会。
逐段跳播
那么，我们听听你对Lululemon的看法如何？我不确定。看，它和Nike不是一回事。我明白。Nike和Lululemon是两家不同的公司，但就零售股来说，基本上被痛揍了很长时间，然后回调并试图找到一点底部。
我们对Nike做过一次判断。你对Lulu怎么看？这也是，每一只科技股，看起来它们全都在挨打，对吧？所以这种轮动故事还在继续。人们在寻找其他板块进入。你在Lulu身上看到任何有趣的东西吗？它会不会成为下一个Nike？
So, how about we get your thoughts on Lululemon? It's not I don't know that. Look, it's not the same thing as Nike. I get it. I mean, Nike and Lululemon are two different companies, but in in terms of retail names getting, you know, basic basically shellac for a very long time and pulling back and trying to find a bit of a bottom.
Made one call on Nike. What are your thoughts on Lulu? Um, this is also something that every single tech stock, it just seems like they're all getting beaten up, right? So, there's still this rotation story going on.
People are looking for other sectors to get into. Do you see anything interesting in Lulu? Could it be a Nike?
看起来不是。如果你回到2007年IPO以来的锚定VWAP，2007年，我们看到它多年来一直是支撑，一直是个不错的支撑位，我本希望看到它在几个月前守住那个锚点，才能反转。Nike的情况是，真正让我相信它是底部的，是我们提到过的成交量。
那是25年多来最大的成交量，出现在下跌数字上。那基本上就是所谓的投降式抛售。这里可能也是投降式抛售，抱歉，我以为我切到Lululemon了。我们本会寻找Lululemon在这里出现投降式抛售，伴随这么大的成交量，但相反，这只股票基本上没怎么动。
所以看起来，也许如果你超级有耐心，如果你是投资者，想把止损设在，比如说这个低点下方，这是最近真正的低点，你可以用它来保护自己。也许它能重建。但我认为外面有更好的机会。看这张周线图，它仍然是一团大乱，我们仍然在那个伴随巨量跌破的价位上遇到麻烦。
It doesn't appear to be. I mean, if you go back to the anchored VWAP from the IPO in 2007, in 2007, we saw that it had been support for a while over the years, it's been a good level of support, and I would have wanted to see it hold that anchor uh back here just a couple months ago in order for it to turn around.
The thing about Nike was and and what really led me to believe that it was um a bottom is what we had mentioned was the volume. It was the biggest volume in over 25 years on negative uh numbers.
And that was, you know, basically what, you know, what's known as capitulation. This might have been capitulation here in um I'm sorry, I thought I switched to Lululemon. We would have looked for capitulation in Lululemon here with this massive volume, but instead the stock has pretty much done nothing.
So, it looks like, you know, maybe if you're super patient, if you're an investor and you want to put your stop let let's say underneath this low, this is the most recent really low you could protect yourself against.
Um maybe it can rebuild. But I I think there's just better opportunities out there. when you look at this weekly chart, it's still a giant mess and we're still having trouble with the price level from where it broke down with that massive volume.