Financial Education 对 $NKE 的判断变化

2026-09-30看涨
《My Top Secret Stock Portfolio Revealed‼️(NEVER shown before)》
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。

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.

2026-09-14看涨
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尽管表现不佳,仍对NKE保持充分信心;无意卖出。

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。

Nike. Um, the crazy thing about Nike, you know, the crazy thing, guys, okay, obviously the position's done awful. There's no other way to put it, man. There's no other way to put it.

We got the flapjacks flipped right on the floor. But the craziest thing is in regards to this Nike situation, I have lost zero conviction in Nike. Like, I'm as I have as much conviction in that stock as I did when I first started buying the stock.

And so, that's pretty rare. I will say it's pretty rare when you could be down this much on a position and you're like I have lost no because usually when I go down big on a stock I you know when it like if you go down like 30% plus let's call it it's kind of natural to start losing some conviction be like oh shoot okay maybe maybe maybe something's going I've lost no conviction Nike that's the craziest part of this whole situation so we'll see what happens but um Nike I haven't I have no intention to sell Nike uh you know yeah I'm still as confident as I've ever been.

It's just weird. It's very weird but that's how I truly feel.