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
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
Parkev Tatevosian, CFA发布 2026-09-18
《Why Is Everyone Talking About Nike Stock? | NKE Stock Deep Dive Part 2》
$NKE看涨
NKE 值得买入,但因库存问题可能为时尚早;当前 36 美元的价格具有吸引力,但更倾向于 32 美元。

我认为大家之所以都在谈论Nike股票,主要原因是它正处在52周以来的最低水平。过去几年里,该股股价已大幅下跌。相比每股超过175美元的峰值,它已经大幅回落。

Listen, I think the main reason everyone is talking about Nike stock is that it's trading at its lowest level in 52 weeks. The stock price has fallen significantly over the past few years.

It has fallen significantly from its peak of over $175 per share.

公司仍在花时间加速增长,这也是现任管理层所希望的。Nike为刺激营收增长而实施的策略之一,是重建与批发商的关系。

The company is still taking time to accelerate its growth, as the current management team hopes . One of the strategies Nike is implementing to stimulate revenue growth is to renew its relationships with wholesalers.

他说在等
库存去化以及业务基础的企稳
至少还需要一个季度,可能两个季度
未来1-2个季度财报
若延迟持续,则印证“为时过早”的风险;若增长更早加速,则支持看多逻辑
Verified Investing发布 2026-09-17
《Fed Decision Aftermath, Markets Surge On Fiscal Responsibility, Oil Collapse, Yields Drop, Gold Pops》
$NKE看涨
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.

Daniel Pronk发布 2026-09-15
《Nike Stock Has Collapsed - Is It Finally A Buy?》
$NKE看跌
回避NKE:其转型面临激烈竞争与执行风险,而24倍往绩市盈率的估值使其吸引力低于市场认知。

Nike 是世界上最强大的品牌之一,从历史上看,它一直是市场上表现最好的股票之一。从 IPO 到 2021 年的峰值,它产生了超过 100,000% 的回报。

Nike is one of the strongest brands in the world and historically it has been one of the best performing stocks on the market. It produced over 100,000% returns from its IPO to its peak in 2021.

然而,该股目前较历史高点已下跌近 80%,而且还在继续下跌。这让许多投资者不禁发问:这只股票是看起来便宜了,还是这家企业真的出了什么问题。

However, it's now down almost 80% from its all-time highs and the stock is continuing to drop. This has led to many investors wondering if the stock is looking cheap or if there is something truly wrong with the business.

他说在等
业务扭转的执行情况
每股收益能否成功回升至历史高点(3.80美元)
未来几个季度财报
若扭转成功,则削弱看空论点;若执行失败或竞争对手继续抢占市场份额,则支持看空论点
Financial Education发布 2026-09-14
《These 2 Stocks are Next to Soar‼️》
$NKE看涨
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.

Benzinga发布 2026-09-14
《AI Slowdown Selloff: Dip or Warning Shot? | PreMarket Playbook + Cboe | September 14, 2026》
$NKE看跌
NKE 日线图显示进一步下行;相对强度不足以激发买盘兴趣。

还看到Nike。别人也提到了Nike。Nike上涨1.4%。在今天我们看到的市场疲软中表现出相对强势。

also seeing Nike. Someone else mentioned Nike. Nike's up 1.4%. Relative strength on the weakness that we're seeing here today.

更早的记录
Brian Feroldi发布 2026-09-13
《Dying Business or Generational Opportunity? Nike's Collapse Explained.》
$NKE看跌
由于风险偏高且品牌护城河不断削弱,说话者选择不持有 NKE。

自2022年以来,Nike股价跌幅如此之大,以至于它在2026年9月被剔除出标普500指数。这是一家标志性的公司,在数十年的资本回报阶段为投资者带来了丰厚的回报。

Nike stock has fallen so much since 2022 that it was kicked out of the S&P 500 in September of 2026. This is an iconic company that has showered investor with great returns in the capital return phase for decades.

而且人们并没有停止穿运动鞋。那么,究竟发生了什么?这对投资者来说是不是一个一代人一遇的买入机会?我分析像Nike这样的股票已经超过20年。在这个视频里,我会告诉你该股跌幅如此之大的三大原因,以及我认为这是一家已经破败的公司,还是一个巨大的买入机会。

And it's not like people stop wearing sneakers. So, what happened? And is this a generational buying opportunity for investors? I've been analyzing stocks like Nike for more than 20 years.

And in this video, I'll tell you the three big reasons why the stock is down so much and whether I think this is a broken company or a massive buying opportunity.

他说在等
公司扭亏为盈正在见效的迹象
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