NKE 全部观点

NKE 这一页 20 条观点条目,其中 2 条方向发生变化。

在本页筛选
Schwab Network发布 2026-10-01
《Options Corner: NKE Stumbles to 12-Year Lows as Earnings Loom》
$NKE看跌
NKE仍处于下行趋势,相对XLY走弱,预计弱势将持续。

看起来Nike无法摆脱自身的困境。我们通常看短期图表。这是一张覆盖15年的周线图。展示它的原因是,你可以看到这里的价格在三十几美元中段;我们已经很久没有处于这个水平了。最近这段路走得非常颠簸。我们的下行趋势也大体上持续稳定。

It seems that Nike cannot get out of its predicament. We usually look at short-term charts. This is a weekly chart covering 15 years. The reason for showing this is that you can see the price here in the mid-thirties; we haven't been at this level for a long time.

It has been a very bumpy road lately. Our downward trend also continues largely steadily .

他说在等
价格走势相对于关键技术水平(37.41高点、35.16低点)以及RSI中线的表现
若无法突破37.41上方,或RSI持续低于50,则确认看跌
近期/财报期图表分析
若这些水平位作为阻力位守住,则支持看跌论点;若出现看涨突破,则削弱该论点
更早的记录
Verified Investing发布 2026-10-01
《Yields Stall Triggering Market Jump, Bullish Bias Remains, Micron Earnings Moves And Top Trades》
$NKE未站边
Nike 可能在重要多因子支撑位反弹;财报大概率不佳,但市场预期已跌至谷底。

比如Nike,对吧?Nike基本上处于多年低点,处于52周低点。它的表现一直非常糟糕。所以,在季末你会看到的是“窗口粉饰”式的抛售,机构资金管理者如果持有Nike,就会在季末抛掉Nike,因为他们不想向客户展示自己曾持有它。

So, for instance, Nike, right? Nike is basically at multi-deade lows, at 52- week lows. It has been a horrendous performer. And so, what you see into quarter end is window undressing where institutional money managers sell if they were holding Nike, they dump Nike into quarter end because they don't want to show it to the clients that they were in it.

更早的记录
Financial Education发布 2026-09-30
《My Top Secret Stock Portfolio Revealed‼️(NEVER shown before)》
$NKE看涨
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.

他说在等
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
更早的记录
Schwab Network发布 2026-09-30
《Wednesday's Final Takeaways: PCE Cools, TSM Weighs Texas Investment》
$NKE未站边
Nike财报的意义在于验证CEO的改革计划能否稳住销售并改善利润率,而不仅仅是每股收益和营收是否超预期;北美和中国是关键压力点。

我们将看到Nike的利润结果。公司今年一直承受着巨大压力。其股价已下跌超过44%,目前交投于十多年来的最低水平附近。

We will get the results of Nike's profits. I mean, the company has been under tremendous pressure this year. Their shares have fallen by more than 44%, and are trading near their lowest levels in more than a decade.

华尔街预计每股收益为44美分,营收为117亿美元。我认为这份报告的重点不在于他们能否超越这些数字,而更多在于Elliott Hill的改革计划是否开始体现在销售企稳和毛利率改善上。

Wall Street expects earnings per share of 44 cents and revenue of $11.7 billion. I think the report is less about whether they can surpass those numbers and more about whether Elliott Hill’s reform plan is starting to show in stabilizing sales and improving gross profit margins.

更早的记录
Dividendology发布 2026-09-30
《Nike Stock Reports Earnings Tomorrow... Get Ready (Nike Stock Analysis)》
$NKE看跌
NKE 基本面正在恶化(营收、利润率与自由现金流下滑),高股息支付率难以持续,内在价值正在下降。

过去一年,Nike 的股票是标普 500 指数中表现最差的成分股之一,累计下跌约 50%。自年初以来,该股也已下跌超过 44%,而且押注该股下跌的仓位正在增加,有人押注其跌幅将高达 6.3%。

对于一只市值 530 亿美元的股票来说,这是相当多的人在积极做空。

Nike's stock is among the worst performers in the S&P 500 index over the past year, having fallen by about 50%. It has also declined by more than 44% since the beginning of the year, and bets are increasing that the stock will fall by as much as 6.3 %.

That's a large number of people who are actively betting against a stock with a market capitalization of $53 billion.

他说在等
毛利率
改善意味着复苏;持续下滑则印证疲弱
未来几个季度季度财务报告
若利润率企稳,则支撑复苏逻辑;若继续下滑,则削弱该逻辑
财报中的未来预测/指引
缺乏长期指引,印证管理层的不确定性
明天的财报财报电话会议
若未提供明确的复苏计划或指引,将削弱看涨逻辑
更早的记录
The Acquirers Podcast发布 2026-09-30
《Why Own a Sports Team Stock? Jonathan Boyar on MSGS, Braves & 3 Other Value Picks》
$NKE未站边
尽管近期表现不佳,Nike的品牌仍有价值;若股价跌至足够低位值得评估,但股价进一步下跌和削减股息仍有可能。

我关注的公司之一是Nike,你知道,……沃伦·巴菲特和卢·辛普森之间有一段有据可查的对话,辛普森是Nike最大的粉丝之一,谈到他多么喜欢它、它的生意多么出色。我相信它的股价已从峰值下跌了约80%,而且已经连跌了几周,几乎每天都在创出新低。

所以,这就像一场车祸。我不时查看一下它,看看它处在什么位置。我不知道它会如何从这里复苏,但我认为在某个时点对它进行估值会变得足够有意思。

One of the companies I follow is Nike, which was, you know, ... There is a well-documented conversation between Warren Buffett and Lou Simpson, who was one of the biggest fans of Nike, about how much he liked it and how great its business was.

I believe its stock price has fallen by about 80% from its peak , and it has lost a few weeks, hitting its lowest levels almost daily. So, it was like a car accident. I check on her from time to time to see where she is .

I don't know how she will recover from here, but I think that evaluating her at some point makes it interesting enough.

他说在等
股息率达到4.5%后随即被下调
收益率触及约4.5%后股息被削减
近期公司公告
削弱看涨逻辑,因为高收益率往往先于股息削减出现
Verified Investing发布 2026-09-29
《Yields Fall On Oil Drop, Markets Remain Nervous Ahead Of Epic Economic Data...Here's The Trade》
$NKE看涨
NKE 在技术支撑位处于超卖状态;尽管财报可能不佳,但该形态显示可能出现反弹。说话者持有多头。

接下来是Nike,这里我必须提一下Nike。Nike昨天表现不错。今天它基本只是维持平稳,但看看这条下降趋势线。漂亮的趋势线。我之所以特别提到Nike,是因为它不仅处在技术支撑位,而且他们将在周四收盘后发布财报。

所以这会很有意思。技术支撑,加上这只股票超卖的程度,是否足以把预期压得足够低,以至于股价能在财报后反弹?我并不认为财报会有多亮眼。事实上,财报可能相当难看,但股价已经在告诉我们它相当难看了。

所以问题是,他们能否露出一线光亮、一线希望?如果能,技术面告诉我它可能该反弹了。我们拭目以待。再说一次,我是多头,但我们拭目以待。再说一次,我会不会判断正确?会不会判断错误?我把话都摆在你们面前了。绝对如此。

And then Nike, I got to mention Nike here. Nike had a good day yesterday. Uh, today it's kind of just holding steady, but look at this descending trend line. Beautiful trend line.

And the reason why I highlight Nike is because not only is it at technical support, but they have earnings Thursday after the bell. And so this is going to be interesting. Does the technical support and how oversold the stock is, does it lower expectations enough where essentially the stock can can bounce on earnings?

Now, I don't think earnings are going to be spectacular. In fact, they might be downright nasty, but the stock is already showing us that it's downright nasty. And so, the question is, can they show a glimmer of light, a glimmer of hope?

If they can, the technicals are telling me it might be due for a bounce. We'll see. Again, I'm long, but we'll see. Again, will I be right? Will I be wrong? You know, I lay it on the line for you guys. Absolutely.

他说在等
周四盘后发布的财报
显示出些许曙光或希望
周四盘后财报
若出现积极信号,则支持反弹论点;若业绩彻底为负且无抵消性情绪,则削弱该论点
更早的记录
Benzinga发布 2026-09-25
《PreMarket Playbook | September 25, 2026》
$NKE看跌
没有理由买入 Nike,该股大幅下跌至 52 周低点,且缺乏看涨的技术面或情绪。

今天我看到什么在走趋势?呃,Nike。让我看看。我的意思是,这是一只被彻底打垮的股票。Nike 现在距高点下跌了多少?

what do I see that's trending today? Uh, Nike. Let's see. I mean, this is a stock that's got obliterated. How much is Nike down right now off its highs?

Nike 已从 76 跌至 52 周低点 3535。昨天的区间是 35 到 3614。所以,人们仍然讨厌这只股票。所以,我不打算在这里参与。

Nike has come down from 76 to a 52- week low of 3535. And yesterday's range was 35 to 3614. So, people still hate this stock up. So, I'm not going to look to get involved there.

Nike 十多年来一直对它的受众缺乏敏感。不意外。

Nike has been tonedeaf to its audience for more than a decade. Not surprised,

更早的记录
Schwab Network发布 2026-09-25
《Friday's First Moves: AMD Price Target Hike, TWLO & NKE Downgrades》Bank of America
$NKE看跌
美银将NKE下调至跑输大盘(目标价30美元),理由是截至FY2027销售为负、且要到FY2028才会复苏;说话者认为最终会实现转型,但耐心正在耗尽。

我们来谈谈Nike。我今天在地铁上自己做了一项调查。Nike的鞋子比其他运动鞋更受欢迎。我留意了OnCloud、Adidas和Puma的鞋子,我喜欢在地铁上做这种调查,看看人们穿什么,而Nike出现得最多。

Let's talk about Nike. I conducted my own poll on the subway today. Nike shoes were more popular than other sports shoes. I looked for OnCloud, Adidas and Puma shoes, and I like to conduct this survey on the subway to see what people are wearing, and Nike was the most present.

但让我们谈谈这只股票。就这家运动服装制造商而言,你可能需要自己开始做一项“Nicole”调查。听着,Nike现在又收到一次评级下调,股价下跌超过1%,目前约为1.5%。

But let's talk about the stock. You might need to start your own "Nicole" survey when it comes to this sportswear manufacturer. Listen, Nike is receiving another rating downgrade now, and the stock is down more than 1%, around 1.5% currently.

The Compound发布 2026-09-25
《People Hate These 5 Stocks But They'll Be Wrong | TCAF 261》
$NKE看跌
由于DTC战略失败、失去零售合作伙伴、过度依赖Jordan品牌以及消费者共鸣下降,Nike缺乏吸引力/不值得买入。

我觉得“Nike”是这方面最突出的例子。Nike的市盈率几乎永远高于市场,这极大地伤害了买入并持有的投资者,因为不仅利润连续五年下滑,市盈率也持续下降。

I feel that "Nike" is the most prominent example of this. Nike has had a price-to-earnings ratio that is almost forever higher than the market, and this has hurt buy-and-hold investors a lot, because not only have profits declined for five consecutive years, but the ratio has also continued to fall.

Jazz Wealth Managers发布 2026-09-24
《Putting retirement costs into perspective. | The Closing Beat | 09/24/2026》
$NKE看跌
Nike 缺乏市场热度与关注度,很难对该股持看多立场。

Nike 睡着了,不是吗?关于这只股票的许多问题都是这种类型:“我该加仓吗?”“我该做备兑看涨期权吗?”“我该买入股票然后考虑卖出看涨期权吗?”我收到了很多关于这方面的问题。她睡着了。

你为什么要押注她会醒来?如果你知道些什么,那很好。别告诉我,我不被允许知道。但这就是 Nike 目前的状况。她睡着了。那里没有兴奋,没有兴趣,没有媒体报道,也没有社交媒体驱动的乐观或悲观情绪。非常、非常难以看着 Nike 并对它感到兴奋。

Nike is asleep, isn't it? Many questions about this stock are of the type: " Should I add more?" Should I make a covered call option? Should I buy the stock and look to sell the call options?

I received many questions about this . She is asleep. Why would you want to bet that she will wake up? If you know something, that's great. Don't tell me, I'm not allowed to know.

But this is Nike's current situation. She is asleep. There is no excitement, no interest, no media coverage, and no social media-driven optimism or pessimism there. It is very , very difficult to look at Nike and get excited about it.

Dividend Data发布 2026-09-24
《5 Dividend Stocks at 52 Week Lows. Here's My Take.》
$NKE未站边
NKE因盈利和自由现金流下滑而面临价值陷阱风险;只有当业务转型使增长恢复至此前水平时,才可能出现看涨情形。

现在我来谈谈第三只股票,它目前接近52周低点。那就是Nike,股票代码为NKE。Nike是有史以来最具标志性的品牌之一,其股票表现非常糟糕。过去5年下跌了75.9%。过去一年又下跌了49.3%,目前接近52周低点。

Now I'll talk about stock number three, which is currently near its 52-week low. That is Nike, whose ticker symbol is NKE. And Nike's stock, one of the most iconic brands of all time, is doing very badly.

It has decreased by 75.9% in the last 5 years. It has fallen another 49.3% in the past year and is near its 52-week low.

他说在等
盈利表现与营收复苏
重回此前的高点/增长水平
未来几年(提到2030年代重回历史高点)财报
若成功则支撑看涨逻辑;若下滑持续则削弱该逻辑
Stock Market Mentor发布 2026-09-22
《Here are your trades on $SNDK $MU and $DRAM》
$NKE看跌
Nike 是一只糟糕的股票(个人观点)。

这也是为什么 Nike 的股票同时大幅下跌。顺便说一句,Nike 非常糟糕。只是我的个人看法。但我确信 Dylan Mulvaney 还在跟着那个调子跳舞。

This is also why Nike's stock fell sharply at the same time. By the way, Nike is very bad. Just my personal opinion . But I'm sure Dylan Mulvaney is still dancing to that tune .

Brian Shannon发布 2026-09-22
《Brian Shannon on TraderTV Live 9/22/26》
$NKE看跌
NKE 仍处于下行趋势,受 20 日均线压制;33 美元附近可能形成底部,但目前尚无持续上行的信号。

现在轮到Nike了。上周末或者两周前,我参加邻居家10岁孩子的生日派对,这就是当时的话题,大家都在问Nike什么时候才会反转?那么,面对这样的结构,你的看法是什么?因为很明显趋势非常好,空头没有理由害怕。

对你来说,什么样的趋势变化或者什么样的底部才算可信?每次它试图突破50周期这道关口,都惨败而归。我们距离200周期移动平均线太远了,等它走到那里,我的头发都要掉光了。那么,对于那些寻找底部的人,你会怎么说?或者说,这只股票你到底会不会做点什么?

Now it's Nike. Last weekend or two weeks ago I was at my neighbor's 10- year-old kid's birthday party and this was the talk, people were just asking when Nike was going to turn around ?

So, what is your opinion when looking at a structure like this? Because clearly the trend is very good and there is no reason for short sellers to be afraid. What would be a credible trend change or some kind of bottom for you ?

Every time it has tried to break the 50- period barrier , it has failed miserably. We are so far from the 200- period moving average that all my hair will fall out by the time we get there.

So, what would you say to those who are looking for bottom? Or would you do anything at all with this stock?

他说在等
成交量激增显示投降式抛售,随后出现反弹
巨量/恐慌性抛售后,价格守住短期均线上方
近期日线图成交量与价格走势
若确认形成重要底部,将削弱看空观点
Parkev Tatevosian, CFA发布 2026-09-22
《Should Investors Buy Nike Stock Instead of Lululemon? | NKE Stock vs. LULU Stock》
$NKE看涨
Nike是一个买入机会;尽管面临经营逆风和DCF模型显示的轻微高估(公允价值31美元,股价36美元),其远期市盈率仍显示被低估。

Nike 和 Lululemon 属于表现不佳的运动服饰零售商之列,其股价均在接近 52 周低点的水平交易。我想知道,在这两只下跌的股票中,哪一只目前代表着更好的买入机会。

Nike and Lululemon are among the underperforming sportswear retailers, with their shares trading near 52- week lows. I wanted to know which of these two declining stocks represents a better buying opportunity at the moment .

Nike 和 Lululemon 都面临类似的逆风,这些逆风正在阻碍销售增长,甚至将它们推向下滑。总体而言,Nike 仍是一家规模大得多的公司,过去十二个月的销售额为 460 亿美元,而 Lululemon 紧随其后。展望未来,两家公司的销售可能都将保持疲软。

Both Nike and Lululemon are facing similar headwinds that are hindering sales growth and even pushing them into decline. Overall, Nike is still a much larger company with sales of $46 billion over the past twelve months, while Lululemon comes right behind it.

Looking ahead, sales for both companies are likely to remain weak.

更早的记录
Parkev Tatevosian, CFA发布 2026-09-21
《Nike Stock: Buy or Sell? | My Final Verdict | NKE Stock Deep Dive Part 5》
$NKE看涨
基于估值支撑(远期市盈率16倍)与品牌实力,建议在当前水平买入NKE,但短期销售压力仍存,且现金流折现模型显示其估值略偏高。

Nike 的销售额正在下滑,而管理团队并未试图粉饰这一局面。他们表示,情况好转还需要一段时间。在刚刚结束的上个季度,北美地区的销售额已开始改善,但大中华区的销售额正经历非常迅速的下滑。

Nike's sales are declining, and the management team has made no attempt to sugarcoat the situation. They stated that it would take some time before things improved. In the last quarter that has been completed, sales in North America have started to improve, but sales in Greater China are experiencing a really rapid decline.

他说在等
下一季度的同比销售表现
预计下滑或停滞;未来三个月不太可能增长
下一份财报财报
削弱短期复苏逻辑,但与讲话者关于应通过定投逐步建仓的警告一致。
更早的记录
Verified Investing发布 2026-09-20
《A Day Trade, Swing Trade, and Long-Term Hold (SanDisk, Micron, Nike)》
$NKE看涨
Nike 因估值处于极端低位且拥有十年之久的支撑位,是安全的长期买入标的,上行潜力为 20-50%。

而这张图,我很喜欢这张图。这大概是我最喜欢的一张图表,它是 Nike 的。Nike 正录得极低的水平,让我们来看看它们到底有多低。Nike 上一次被评为这么低是在哪一年?2014 年,12 年前,大约 12 年半前。

这真的令人难以置信。对我来说,仔细查看周线图后,如果价格处于这个区间内的任何位置,我都喜欢它。不是吗?在这里你进入的是一个可以追溯到十年前的支撑位。是这样吗?你可以合理地说确实如此,对吧?

看看这只股票,比如说它已经下跌了多少?从峰值水平下跌了 79%?你可以合理地买入并长期持有。而一波上涨,如你所知,20% 或 50%,对吧?即便是回到它 3 或 4 个月前价格的 50% 涨幅,也并非完全不合理。

此外,这只股票支付股息,所以持有它实际上每季度还能额外获得 1%。不是吗?这是一个安全的中心。没错,无论你爱 Nike 还是恨 Nike,Nike 在 10 年后依然会存在。没错,这就是为什么我绝对喜欢这个作为长期交易的头寸。

And this graph, I love this graph. This is probably my favorite chart, and it's for Nike. Nike is recording extremely low levels, and let's find out how low they really were, guys.

In what year was the last time Nike was rated this low ? 2014, 12 years ago, about 12 and a half years ago. It's truly unbelievable. For me , upon closer examination of the weekly chart, if the price is anywhere within this range, I like it .

Isn't that so? Here you are entering a level of support that dates back a decade. Is that so? You can reasonably say so, ca n't you? Looking at the stock, let's say it has declined by what?

79% of its peak levels? You can reasonably buy it and keep it for a long period of time. And an upward movement of, as you know, 20 or 50%, right? Even a 50% return to the price it was 3 or 4 months ago is not entirely unreasonable.

In addition, the stock pays dividends, so holding it effectively gives you an extra 1% every quarter. Isn't that so? This is a safe center. True, whether you love Nike or hate it, Nike will still be around in 10 years.

That's right, and that's why I absolutely love this position as a long-term deal.

更早的记录
Parkev Tatevosian, CFA发布 2026-09-20
《Unfortunate News for Nike Stock Investors! | NKE STock Deep Dive Part 4》
$NKE看跌
Nike的销售动能正在恶化,宏观逆风将带来3至6个月的艰难时期,不过管理层正在明智地加以应对。

在最近一个季度,Nike公布销售额较去年同期出现下滑。但如果深入看,实际情况其实比表面看起来要糟糕得多。这是因为Nike表示,本季度初销售开局强劲,随后却出现恶化。

In the most recent quarter , Nike announced a decline in sales compared to the same quarter last year. But if you look beneath the surface, the situation was actually much worse than it appeared .

This is because Nike stated that sales started strongly at the beginning of the quarter and then deteriorated later.

他说在等
下一季度销售额相对上年同期的表现
持续恶化或未见改善
3-6个月财报
削弱看涨逻辑;若销售额继续下滑,则支持看跌论点
更早的记录
Parkev Tatevosian, CFA发布 2026-09-19
《Huge News for Nike Stock Investors! | NKE Stock Deep Dive Part 3》
$NKE看跌
NKE在中国市场这一表现疲软的市场拥有重大敞口,这对其股价构成重大障碍。

我们为Nike股票的投资者带来重要消息:管理层表示,他们正在供应链上采取果断行动,以降低成本、精简运营,并调整分销网络的规模,使其与未来的需求相匹配。

We have important news for Nike stock investors, as the management team has stated that they are taking decisive action in the supply chain to reduce costs, streamline operations, and adjust the size of the distribution network to match future demand.

换句话说,需求似乎并不强劲,而我们正在调整运营,以适应这种放缓的需求。因此,我认为Nike的管理层正在明智地适应他们所面临的宏观经济环境。

In other words, demand doesn't seem strong, and we are adjusting our operations to meet this slower demand. Therefore, I believe that the Nike management team is adapting wisely to the macroeconomic environment they are facing.

更早的记录
Rich Habits发布 2026-09-18
《AI Safety Fears, Fed Rate Hikes, & Airbnb's $250M Housing Fund》
$NKE看涨
因跑步社群中的品牌复苏以及Alexandre Arnault进入董事会的战略任命而逐步买入NKE;该股较高点下跌78%,但基本面(每股现金流超过9美元)支撑长期押注。

Austin,我当时坦率地谈到,在经历了很长一段时间的停手之后,我正逐步重新投资耐克股票,因为我认为他们已经在某种程度上走出了那些有争议的公告和其他事情。

Austin, I was speaking frankly about my gradual return to investing in Nike stock after a very long hiatus , because I think they've kind of moved past all those controversial announcements and other things.

我看到耐克品牌在跑者和运动爱好者中强劲回归。Jordan品牌刚刚宣布推出其新的健身器材系列。因此,“Jordan”品牌与“Nike Strength”合作,推出了一整套面向家庭和商业用途的力量训练器材。

I see a strong comeback for the Nike brand among runners and exercise enthusiasts . The Jordan brand has just announced the launch of its new range of gym equipment. Therefore , the "Jordan" brand collaborated with "Nike Strength" to launch a complete line of strength training equipment for home and commercial use.

他说在等
股价向此前高点回升
重新站上每股100美元
未来市场表现
若实现则支撑看涨逻辑;若在目前36美元水平停滞则削弱该逻辑
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