$NKE

Nike在35美元是强力买入标的;未来2-3年的利润率复苏将推动每股收益增长,尽管收入增幅有限。

看涨他说的是几年内
《My Top Secret Stock Portfolio Revealed‼️(NEVER shown before)》
Financial Education发布 2026-09-30 · 4 段内容
27:28/ —打开原视频

逐段跳播

4 段内容

Nike,NKE,35 美元。我仍然对这只股票抱有极大的信心。这是一只被彻底摧毁的股票。在这种情况下,远期市盈率低于 20 倍。

Nike, NKE, $35. I still have great faith in this stock. This is an absolutely devastated stock. In this case, the forward P is below 20.

记住,我相信 Nike 的毛利率和净利率将在未来两到三年内惊人地反弹。而这将对公司利润产生的影响是惊人的。所以在我看来,你将在未来两到三年内看到每股收益。我可能错了。但我认为每股收益将大幅飙升。

And remember, I believe Nike's gross margin and net margin will bounce back incredibly in the next two to three years. And the impact this will have on the company's bottom line is incredible.

And so in my opinion, you will see earnings per share in the next two to three years. I could be wrong. But I think earnings per share will skyrocket.

虽然我看不到这带来任何直接收入。我认为他们的收入增长将在未来两到三年内持续。但并不是说,“哇!Nike 的业务翻倍了。”不。但每股收益,你会看到它翻倍。因为,尽管他们采取了削减成本的措施,即使收入占比略有上升,对净利润而言也重要得多。

而当利润率上升时,那将是惊人的。所以 35 美元的 Nike 是一只出人意料的好股票。

Although I do n't see any direct revenue from this. I think their revenue growth will continue for the next two to three years. But it's not like, "Wow! Nike has doubled their business."

No. But the earnings per share, you'll see it double. Because, despite the cost-cutting measures they have taken, even if the percentage of revenue increases slightly, it is much more important in terms of net profit.

And when the profit margin increases, it will be incredible. And so Nike at $35 is an unexpectedly good stock.

Nike 一直是我们 Patron 投资组合中最大的输家。这导致股价下跌了约 53%。业务运营成本。你知道,即使有所有这些好事,你也不可能永远不出任何问题,对吧?而 Nike 到目前为止并不成功。我仍然对它抱有信心,但到目前为止它并不成功。

Nike has been the biggest loser in our Patron portfolio. This resulted in a price drop of about 53%. Business operating costs. You know, even with all these great things, it's impossible for you to never have anything go wrong, right?

And Nike has not been successful so far. I still have faith in it, but so far it has n't been successful.

观察点

毛利率与净利率的扩张
大幅反弹,进而推动每股收益翻倍
未来两到三年财报
若利润率回升,则支持看多逻辑;若持续低迷,则削弱该逻辑

这个频道对 $NKE 的历次判断

Financial Education 在这只股票上共 2 条判断,这里只列相邻的几条。

2026-09-30看涨本条
Nike,NKE,35 美元。我仍然对这只股票抱有极大的信心。这是一只被彻底摧毁的股票。在这种情况下,远期市盈率低于 20 倍。
2026-09-14看涨
Nike。Nike最疯狂的地方,最疯狂的地方,各位,好吧,显然这个仓位表现糟透了。没有别的说法。没有别的说法。我们把煎饼直接翻到了地上。但最疯狂的是,就Nike这个情况而言,我对Nike的信心一点都没丢。我对我最初开始买入这只股票时一样有信心。这相当罕见。我会说,当你一个仓位亏了这么多,你却说我没丢信心,这相当罕见,因为通常我一只股票亏很多时,比如说跌了30%以上,开始丢点信心是很自然的,会想哎呀,好吧,也许,也许哪里出问题了。我对Nike一点信心都没丢,这是整件事最疯狂的部分,所以我们会看看会发生什么,但Nike,我没有,我无意卖出Nike,是的,我依然和以往一样有信心。就是很奇怪。非常奇怪,但这就是我真实的感受。
原话 16:46 ›
看完整历史 ›
美股听风