$NKE · Brian Shannon · 2026-10-27
Brian Shannon 的 NKE 多头仓位只剩最后三分之一，此前已在 20 日均线卖出一三分之一、在 50 日均线卖出一三分之一；他对剩余仓位没有计划，会从不错的买入价继续持有，看它能带来什么。他把 33 的入场定位为在股价下跌 70%、27 年来最高成交量和极度负面情绪之后的逆向抄底。
逐段跳播
在 Nike 这件事上我为你鼓掌，因为你上次来这里、我称赞你的时候，没有任何问题。你当时就在说这个，让我们等那里的成交量增加。你是对的，看看 Nike 之后的走势。也许我们过一会儿再谈那个。
I applaud you in the case of Nike because the last time you were here and I was singing your praises, there was no problem. You were talking about this. Let's wait for the volume to increase there.
You are right and look at Nike moving forward. Maybe we'll talk about that in a minute.
好，Brian，总之，简单说一句 Nike。Neil 也问了另一只股票，因为你对那个判断把握得非常好。我想上周你说你要退出或者卖出一部分，但买入 Nike 是个很棒的决定。我部分退出了。
我在33买入，就是我们大约5周前谈到的那个数字，然后我一直在等基于那份财报的重大抛压或成交量。所以我在里面投了一点，因为我们等到了那个成交量，你知道，那是27年来最高的成交量。
转折变化时会出现巨大的成交量；这给了我信心去那里买一些。我在20日均线卖出了三分之一，在50日均线又卖了三分之一，另外三分之一我不知道怎么处理，但我现在有很好的买入价，所以我会持有，看看它能给我带来什么。
Okay Brian, anyway, a quick word about Nike. Neil also asked about another stock because you held that call perfectly. I think last week you said you were getting out of it or selling part of it, but buying Nike was a great decision.
I came out of it partially. I bought it at 33, the number we talked about about 5 weeks ago, and then I was waiting for major selling pressure or volume based on that earnings report.
So I invested a little bit in it because we got that volume, and it was, you know, the highest volume in 27 years. Huge volumes are seen during turn changes; That gave me the confidence to go there and buy something.
I sold one-third of it at the 20-day moving average, another third at the 50-day moving average, and I don't know what to do with the other one-third, but I have a good buy price now, so I'll hold it and see what it gives me.
而且并不是说你找到一个好的困境反转故事就赚不到钱。大家都知道这可能是真的。尤其是那些已经跌得很深的标的。我是说，在这笔 Texas Instruments 交易之前，我最近几周最好的交易是 Nike，那是一次彻底的抄底操作。
对吧。所以，你能抓到它们。是的。赚钱的方式多种多样。但大多数时候，你无法成功找到底部。那里必须有某种非凡的东西，就像我在 Nike 的例子中说的，那是下跌70%之后三十年来的最高成交量，你知道，在我这里提到它之后，我不是在取笑任何人，但当时市场情绪非常糟糕。
我记得我读了评论，因为我想看看人们怎么说 Nike，当我在聊天和网上发布这个时，大多数评论都是：“哦，Nike 是垃圾。”这是在关停业务。他们是有史以来最坏的反派。你永远无法从这只股票上赚到钱。
而当情绪达到那种极端，你又看到那种投降式成交量时，那才是逆向操作有意义的时刻。
And it's not like you ca n't profit if you find a good turnaround story. Everyone knows that this could be true. And especially in the case of those things that have gone down far.
I mean, before this Texas Instruments trade, my best trade in the last few weeks was Nike and that was a complete bottom play. Right. So, you can get them. Yes. There are all kinds of ways to earn money.
But most of the time, you won't be able to successfully find the bottom. There must be something extraordinary there and as I said in the case of Nike, that was the highest volume in three decades after the 70% drop and you know, after I mention it here, I'm not making fun of anyone but the sentiment was very bad.
I remember reading the comments because I wanted to see what people were saying about Nike, and when I posted this in chat and online, most of the comments were, "Oh, Nike is garbage."
This is shutting down the business. They are the best bad guys ever. You will never make money from this stock. And when sentiment reaches that extreme and you see that capitulation volume, that's when it makes sense to be contrarian.
这个频道对 $NKE 的历次判断
Brian Shannon 在这只股票上共 5 条判断，这里只列相邻的几条。