$NKE

Nike 面临持续挑战;由于复苏缓慢、市场份额疲软以及中国业务表现不佳,分析师将其评级下调至卖出。

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《Tuesday's First Moves: ZS Updates Guidance, NOW PT Hikes, NKE Downgrade》
Schwab NetworkBerenberg发布 2026-10-06 · 7 段内容
04:02/ —打开原视频

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7 段内容
4:025:19

最后但同样重要的是,我们正在关注耐克,它是道琼斯指数的成分股,近来处境非常艰难。一年内下跌 53%,就在上周还创下了 13 年来的新低。

Okay. Last but not least, we’re watching Nike, a Dow Jones component, which has been having a very rough time. Down 53% in one year, it hit a 13-year low just last week .

是的,耐克的艰难时期仍在继续。该股继续走弱,目前下跌超过 1%。分析师方面有一些新动作。这是一个“卖出”评级,对耐克持负面展望。

Yes, the tough times continue for Nike. The stock continues to slow, currently down more than 1%. Some new moves from analysts. This is a “ sell” rating, a negative outlook on Nike.

Berenberg 将该股评级从“持有”下调至“卖出”。他们将其目标价从 49 下调至 27.50。所以,这是一次大幅下调。相对于此前的目标价而言。

Berenberg downgraded the stock from “hold” to “ sell.” They lowered their price target to 27.50 from 49. So, that’s a significant downgrade. At the previous price target .

他们担心复苏可能需要更长时间。我们从一位又一位分析师那里越来越多地听到这种说法。而且复苏确实已经在花更长时间了。竞争格局一直很严峻。

They're worried the recovery might take longer. We're hearing that increasingly from analyst after analyst. And it has been taking longer already. The competitive landscape has been tough.

他们在休闲鞋类板块举步维艰,而中国市场依然疲软。尤其是考虑到竞争格局,无论哪家公司面对它都充满挑战,不管是耐克、Aon,还是 Hoka 的母公司。

They're struggling in the casual footwear segment, and the Chinese market is still weak. Especially when you consider the competitive landscape, it's been challenging no matter which company is facing it, whether we're talking about Nike, Aon, or Hoka's parent company.

所以这两种动态都在影响整个板块。而耐克自身还面临着自己的挑战。它没有从其他公司那里抢到足够的市场份额。

So you have both of those dynamics impacting the group as a whole. Then Nike individually faces its own challenges. It's not gaining enough market share from the others.

这一转变所花的时间远超预期。而中国市场确实非常疲软,Nicole。

That shift is taking much longer than expected. And the Chinese market is really weak, Nicole.

这个频道对 $NKE 的历次判断

Schwab Network 在这只股票上共 7 条判断,这里只列相邻的几条。

2026-10-06看跌本条
最后但同样重要的是,我们正在关注耐克,它是道琼斯指数的成分股,近来处境非常艰难。
2026-10-02看涨
我们来看一下Nike公司的走势图。情况并不令人鼓舞。
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