Verified Investing 对 $NKE 的判断变化

频道资料 →本频道有 2 位标注的说话人:Nancy Pelosi、Wells Fargo共 2 条
2026-09-20看涨
《A Day Trade, Swing Trade, and Long-Term Hold (SanDisk, Micron, Nike)》
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.

2026-09-17看涨
《Fed Decision Aftermath, Markets Surge On Fiscal Responsibility, Oil Collapse, Yields Drop, Gold Pops》
Nike 值得买入;尽管其品牌实力强劲、具备扭转局面的能力,当前股价却反映了永久性失败的预期。

举个例子,我现在其实很看好Nike。Nike派发股息,股价基本处于多年低位。而且,Nike的品牌实在太强了,所以尽管他们犯了那么多错误,我认为他们终究能扭转局面。而现在的定价基本上等于假设他们永远翻不了身。

所以,我很看好它。你们知道我就是这种逆向投资者。当所有人都讨厌某个东西、所有人都把它扔掉、连洗澡水带孩子一起倒掉的时候,我反而会说:好,现在我真感兴趣了,因为所有人都讨厌它。做那个逆向者,这才是关键。

One example of that, I actually love Nike right now. Nike pays a dividend. It's at multi-deade lows basically. And again, you know, Nike has such a good brand that inevitably as many mistakes as they've made, I think they can turn it around.

And it's priced basically as if they'll never turn it around. And so, I love it. You guys know I'm a contrarian like that. When everyone else hates on something, when everyone else is throwing it out, baby out with the bathwater, I'm like, "Okay, now I'm actually interested because everyone else hates it." Be that contrarian. That's the key.