Joseph Carlson After Hours 对 $NKE 的判断变化

频道资料 →本频道有 2 位标注的说话人:Michael Burry、Wall Street Journal article共 1 条
2026-10-05看跌
《Three Turn-Around Stocks I’m Buying Today》
应避免买入 NKE,因其经营严重下滑(营收与盈利下降),叠加估值偏高且缺乏吸引力。

首先是Nike。我研究过这只股票,每次我都决定不买它。部分原因是我认为它正走向一个非常困难的局面。它是一家类似Disney的公司,拥有优秀的资产和出色的品牌,但它没有最优地利用这些来创造利润。

First, there's Nike. I've reviewed this stock, and each time I decide against buying it. This is partly because I believe it's heading into a very difficult situation. It's a company similar to Disney, with excellent assets and a great brand, but it's not leveraging them optimally to generate profit.