[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciod3ea03d0":3},{"user":4,"document":8,"mainDocument":26,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":22,"videoId":6,"liveVideoUrl":6,"duration":23,"price":23,"priceText":24,"priceBadgeText":24,"priceBadgeClass":25,"freeForMinGroupLevel":23,"redirectUrl":6,"readyToStream":5},"dciod3ea03d0","财报前瞻---耐克(NKE)亟需财报复苏迹象撑股价-华尔街谨慎乐观","\u002Fdoc\u002Fdciod3ea03d0","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，耐克(NKE)将于3月31日美股盘后(周三晨间)公布第三财季业绩，华尔街分析师预计营收为 112 亿美元;每股收益为 0.28 美元，低于去年的 0.54 美元。投资者关注的关键议题包括耐克对当前需求趋势(尤其是中国市场)的最新分析，以及在新的不利因素下利润率的前景。此外，管理层关于产品创新、库存管理和合作的评论也将影响市场情绪。今年夏天在美国举办的世界杯也可能成为推动市场走势的催化剂。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Oppenheimer分析师Brian Nagel表示，很难预见耐克会发布一份“一切顺利”的财报，但他预计，在持续不断的内外部挑战的背景下，财报和管理层评论应该会强调公司在成功进行战略重组方面取得的持续进展。Nagel写道“根据我们的分析，耐克目前的估值倍数处于历史低位，严重低估了该公司中长期复苏前景，并且也充分反映了近期可能出现的与公司转型相关的其他障碍。” Oppenheimer给予耐克“跑赢大盘”评级，是该机构在消费增长和电子商务领域重点关注的股票之一。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">BTIG 分析师 Robert Drbul 预计耐克的业绩将逐步改善，尤其是在北美市场。Drbul 表示“我们认为，管理层正在做出更艰难、更快速的决策来重塑业务，同时创新引擎也开始重新发挥作用。”该机构认为，投资者可能低估了耐克为改善业务发展轨迹而采取的艰难决策的程度，尤其是在近期采取了一系列举措之后，例如裁减Converse的公司职位、对Memphis的配送\u002F自动化相关流程进行调整，以及一系列领导层任命，这些都表明耐克正在优先考虑速度、责任和效率，所有这些都将有助于利润率的恢复。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Piper Sandler也重申对耐克的“增持”评级，目标价为75美元。Piper Sandler分析师Anna Andreeva指出，耐克股价年初至今表现落后，且投资者持股比例仍然偏低。该股年初至今已下跌17.73%，反映出投资者普遍谨慎。该机构认为，其中国市场复苏前景不明朗，以及跑步鞋类的增长势头未能迅速转化为耐克其他产品线的增长，是投资者的主要担忧。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Truist则报告称，耐克跑鞋在迪克体育用品店的销售势头强劲，其中Vomero Premium男款跑鞋已全部售罄。这是该产品继首次成功上市后第二次售罄。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">然而，Evercore ISI调整了其展望，将耐克的目标价从77美元下调至69美元，理由是担忧其盈利能力，并将2027财年每股收益预期从2.30美元下调至2.00美元。同样，Telsey Advisory Group也将耐克的目标价从72美元下调至65美元，维持“与大盘持平”评级，并重点关注耐克在利润率承压下可能采取的战略举措。Stifel继续维持对耐克的“持有”评级，目标价为65美元，强调其短期前景良好，但指出经风险调整后的上涨空间有限;该机构预计，耐克2026财年第四季度的业绩指引将超过华尔街目前的预期。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">这些报告反映出分析师对耐克财务前景和市场表现既乐观又谨慎的态度。耐克期权交易也预示着财报发布后股价可能波动9%。耐克管理层对中国市场趋势的更新展望也将受到其他在中国市场占有较高份额的消费品公司的密切关注，包括星巴克(SBUX)、雅诗兰黛(EL)和斯凯奇(SKX)。而昂跑(ONON)在过去一年中与耐克的交易走势相关性最高。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":68,"summaryHtml":73,"aboutTitle":74,"aboutHtml":75,"copyrightHtml":76},[44,47,50,53,56,59,62,65],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fplan",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":60,"url":61},"美股课程","\u002Fcol\u002Fvideos",{"label":63,"url":64},"免责声明","\u002Fdisclaimer",{"label":66,"url":67},"联系我们","\u002FContactUs",[69,70,71,72],"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]