个人中心 - 老虎社区

keymark99

IP属地：天津

帖子 · 11帖子 · 11
关注 · 0关注 · 0
粉丝 · 0粉丝 · 0

- keymark99keymark99
  ·2023-03-20
  $第一共和银行(FRC)$ 如果行业里的头部公司业绩下降，那么其他的公司肯定也难逃厄运，这是股票投资最基础的知识，目前银行板块正在经历这些
  3,673 评论
  1
  分享
  举报
- keymark99keymark99
  ·2021-09-08
  历史告诉我们，所有人都在说股市崩盘的时候，股市就绝对不会崩盘
  非常抱歉，此主贴已删除
  4,116 1
  7
  分享
  举报
- keymark99keymark99
  ·2021-09-04
  峰哥应该找稳健医疗索要代言费
  4,590 评论
  7
  分享
  举报
- keymark99keymark99
  ·2021-08-13
  $上证指数(000001.SH)$明天情人节，今天股市绿了，什么剧本不用多说了吧
  4,298 评论
  点赞
  分享
  举报
- keymark99keymark99
  ·2021-07-07
  $维他奶国际(00345)$粉红们还在吗？
  2.77万 4
  1
  分享
  举报
- keymark99keymark99
  ·2021-03-25
  如果跌下去，慢慢加仓即可，如果真的销量下滑，nike可以通过打折的方式冲业绩，一但打折，中国群众就会跟丧尸一样围住直营店，抢光所有的鞋，这是历史规律
  风口浪尖上的耐克，屋漏偏逢连夜雨？
  耐克此时在重要的中国市场陷入品牌危机，无异于雪上加霜。
  风口浪尖上的耐克，屋漏偏逢连夜雨？
  7,611 5
  2
  分享
  举报
- keymark99keymark99
  ·2020-04-06
  $道琼斯(.DJI)$ a股不开盘，世界和平了
  5,699 2
  5
  分享
  举报
- keymark99keymark99
  ·2020-03-31
  最后还是美元称霸，看着吧
  非常抱歉，此主贴已删除
  3,037 评论
  5
  分享
  举报
- keymark99keymark99
  ·2020-03-25
  $A50指数主连(CNmain)$ 现在行情，别买涨也别买跌，空手就完了
  4,233 评论
  2
  分享
  举报
- keymark99keymark99
  ·2019-12-06
  $拼多多(PDD)$ 趁这次大涨觉得实力不济压不住这支股票的赶紧平仓吧，拼多多太妖了
  3,488 评论
  2
  分享
  举报
暂无关注

热议股票

{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3535540495038919","uuid":"3535540495038919","gmtCreate":1572446621378,"gmtModify":1572875032129,"name":"keymark99","pinyin":"keymark99","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/6780434fc2e17e25009f45a00acbf928","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":16,"tweetSize":11,"questionSize":0,"limitLevel":999,"accountStatus":3,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":7,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.04.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"天津","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":650224425,"gmtCreate":1679312844667,"gmtModify":1679312846533,"author":{"id":"3535540495038919","authorId":"3535540495038919","name":"keymark99","avatar":"https://static.tigerbbs.com/6780434fc2e17e25009f45a00acbf928","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535540495038919","idStr":"3535540495038919"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FRC\">$第一共和银行(FRC)$ &nbsp;</a>如果行业里的头部公司业绩下降，那么其他的公司肯定也难逃厄运，这是股票投资最基础的知识，目前银行板块正在经历这些","listText":"<a href=\"https://laohu8.com/S/FRC\">$第一共和银行(FRC)$ &nbsp;</a>如果行业里的头部公司业绩下降，那么其他的公司肯定也难逃厄运，这是股票投资最基础的知识，目前银行板块正在经历这些","text":"$第一共和银行(FRC)$ 如果行业里的头部公司业绩下降，那么其他的公司肯定也难逃厄运，这是股票投资最基础的知识，目前银行板块正在经历这些","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650224425","isVote":1,"tweetType":1,"viewCount":3673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":889347410,"gmtCreate":1631111710630,"gmtModify":1631111710630,"author":{"id":"3535540495038919","authorId":"3535540495038919","name":"keymark99","avatar":"https://static.tigerbbs.com/6780434fc2e17e25009f45a00acbf928","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535540495038919","idStr":"3535540495038919"},"themes":[],"htmlText":"历史告诉我们，所有人都在说股市崩盘的时候，股市就绝对不会崩盘","listText":"历史告诉我们，所有人都在说股市崩盘的时候，股市就绝对不会崩盘","text":"历史告诉我们，所有人都在说股市崩盘的时候，股市就绝对不会崩盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/889347410","repostId":"2165994363","repostType":2,"isVote":1,"tweetType":1,"viewCount":4116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":814072435,"gmtCreate":1630734799527,"gmtModify":1630734799527,"author":{"id":"3535540495038919","authorId":"3535540495038919","name":"keymark99","avatar":"https://static.tigerbbs.com/6780434fc2e17e25009f45a00acbf928","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535540495038919","idStr":"3535540495038919"},"themes":[],"htmlText":"峰哥应该找稳健医疗索要代言费","listText":"峰哥应该找稳健医疗索要代言费","text":"峰哥应该找稳健医疗索要代言费","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/814072435","isVote":1,"tweetType":1,"viewCount":4590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":894581849,"gmtCreate":1628839309381,"gmtModify":1628839309381,"author":{"id":"3535540495038919","authorId":"3535540495038919","name":"keymark99","avatar":"https://static.tigerbbs.com/6780434fc2e17e25009f45a00acbf928","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535540495038919","idStr":"3535540495038919"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$</a>明天情人节，今天股市绿了，什么剧本不用多说了吧","listText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$</a>明天情人节，今天股市绿了，什么剧本不用多说了吧","text":"$上证指数(000001.SH)$明天情人节，今天股市绿了，什么剧本不用多说了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/894581849","isVote":1,"tweetType":1,"viewCount":4298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":140398470,"gmtCreate":1625627638590,"gmtModify":1625627638590,"author":{"id":"3535540495038919","authorId":"3535540495038919","name":"keymark99","avatar":"https://static.tigerbbs.com/6780434fc2e17e25009f45a00acbf928","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535540495038919","idStr":"3535540495038919"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00345\">$维他奶国际(00345)$</a>粉红们还在吗？","listText":"<a href=\"https://laohu8.com/S/00345\">$维他奶国际(00345)$</a>粉红们还在吗？","text":"$维他奶国际(00345)$粉红们还在吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/140398470","isVote":1,"tweetType":1,"viewCount":27670,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578918464502020","authorId":"3578918464502020","name":"Y_0421","avatar":"https://static.tigerbbs.com/9b12910bd5a579fed098933a9aba1c31","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3578918464502020","idStr":"3578918464502020"},"content":"后悔跑早了","text":"后悔跑早了","html":"后悔跑早了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358107009,"gmtCreate":1616670023101,"gmtModify":1616670023101,"author":{"id":"3535540495038919","authorId":"3535540495038919","name":"keymark99","avatar":"https://static.tigerbbs.com/6780434fc2e17e25009f45a00acbf928","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535540495038919","idStr":"3535540495038919"},"themes":[],"htmlText":"如果跌下去，慢慢加仓即可，如果真的销量下滑，nike可以通过打折的方式冲业绩，一但打折，中国群众就会跟丧尸一样围住直营店，抢光所有的鞋，这是历史规律","listText":"如果跌下去，慢慢加仓即可，如果真的销量下滑，nike可以通过打折的方式冲业绩，一但打折，中国群众就会跟丧尸一样围住直营店，抢光所有的鞋，这是历史规律","text":"如果跌下去，慢慢加仓即可，如果真的销量下滑，nike可以通过打折的方式冲业绩，一但打折，中国群众就会跟丧尸一样围住直营店，抢光所有的鞋，这是历史规律","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/358107009","repostId":"1127735698","repostType":4,"repost":{"id":"1127735698","kind":"news","weMediaInfo":{"introduction":"全球第五大财经门户网站Investing.com中国官方微信，提供全球各国海量金融资讯和实时行情数据，包括股票股指、外汇、期货、基金、债券、加密货币等。关注全球金融市场动态的投资者千万不可错过。","home_visible":1,"media_name":"英为财情Investing","id":"92","head_image":"https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313"},"pubTimestamp":1616666387,"share":"https://www.laohu8.com/m/news/1127735698?lang=zh_CN&edition=full","pubTime":"2021-03-25 17:59","market":"us","language":"zh","title":"风口浪尖上的耐克，屋漏偏逢连夜雨？","url":"https://stock-news.laohu8.com/highlight/detail?id=1127735698","media":"英为财情Investing","summary":"耐克此时在重要的中国市场陷入品牌危机，无异于雪上加霜。","content":"<p>周四，<a href=\"https://laohu8.com/S/0OLD.UK\">阿迪达斯</a>在德国法兰克福交易所下跌4.6%，<a href=\"https://laohu8.com/S/NKE\">耐克</a>美股盘前跌幅扩大至3%。这两家知名运动品牌都陷入了棉花风波。</p><p><img src=\"https://static.tigerbbs.com/20c2037d4fe03b3cf365afd9d7c8f8ff\" tg-width=\"800\" tg-height=\"497\" referrerpolicy=\"no-referrer\"></p><p>耐克周三登上了热搜，因为被曝抵制新疆棉花而遭遇网友的口诛笔伐。对于耐克的投资者来说，耐克此时在重要的中国市场陷入品牌危机，无异于雪上加霜。</p><p>耐克(NYSE:NKE)上周刚刚发布了最新的季度财报。财报显示，在截至2月28日的第三财季，耐克的净利润同比增长了71.2%至14.5亿美元，即每股收益90美分，好于预期的每股收益76美分；不过，销售额仅增长不到3%，至103.6亿美元，远远逊于预期的110亿美元。</p><p>在2020年，耐克的销售额曾因疫情期间门店关闭而连续两个季度录得同比下滑。但之后在第二财季，因为“黑五”购物季，其收入增长录得反弹，达到创纪录的112亿美元。</p><p><b>耐克三财季的增长放缓，主要是因为受到供应链问题的困扰。</b>这在北美市场最为明显，因为受到疫情影响，北美西海岸港口实施的劳工限制导致了将货物送入分销网络的时间出现延迟，同时还引发了成本压力。包括诺德斯特龙、Peloton等零售商都受到了影响，许多公司表示，预计这些问题将持续到下半年。</p><p>“在货币中立的基础上，北美收入下降了11%，这主要是由于全球集装箱短缺和美国港口拥堵的影响，导致三财季库存流动延迟了三周以上，影响了批发出货的时间。”耐克称。</p><p><img src=\"https://static.tigerbbs.com/a5cf40bdfea734801cbaa13605e16fd3\" tg-width=\"1010\" tg-height=\"646\" referrerpolicy=\"no-referrer\">耐克全球前三大市场增长情况</p><p><b>在EMEA（欧洲、中东、非洲），耐克该季度的收入也令人失望，这一定程度上要归因于疫情阴影迟迟未散，当地的许多商店仍然处于关闭的状态。</b></p><p>由此看来，耐克在全球市场的复苏并不平衡，仅有中国市场销售势头反弹强劲。截至2月底，耐克大中华区销售额增长了51%至22.8亿美元，超过了预期。大中华区也因此取代了EMEA，成为该季度耐克的第二大市场。</p><p><b>当然，耐克预计当前季度的收入将弥补上季度供应链中断而造成的损失。</b>公司管理层预计，四财季销售额将比去年同期的63亿美元增长约75%，至110亿美元。</p><p><b>但关键在于，耐克过高的估值已经引发了市场的担忧。</b></p><p>过去一年，耐克的股价上涨了84.1%，其股价现在是未来12个月预期盈利的36.2倍，仍然远高于五年均值29倍。高估值之下，业绩仅仅是达到市场预期并不足以维持投资者的热情。在三季度财报公布前几天内，许多分析师都上调了财报预期，但结果却意外疲软。</p><p><b>尤其是，在这个关键节点，耐克在贡献22%总收入、增长最为迅速的大中华市场遭遇了危机，至少在短期内，这可能成为耐克股票的最大风险。</b></p><p>从去年3月份的低点强劲反弹之后，2021年迄今，耐克的涨势便丧失了动能，年内下跌了近6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/247ac7b19f631f6c4cc4f0e9188f2bb9\" tg-width=\"604\" tg-height=\"733\" referrerpolicy=\"no-referrer\"><span>耐克股价走势</span></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>风口浪尖上的耐克，屋漏偏逢连夜雨？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n风口浪尖上的耐克，屋漏偏逢连夜雨？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/92\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">英为财情Investing </p>\n<p class=\"h-time\">2021-03-25 17:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周四，<a href=\"https://laohu8.com/S/0OLD.UK\">阿迪达斯</a>在德国法兰克福交易所下跌4.6%，<a href=\"https://laohu8.com/S/NKE\">耐克</a>美股盘前跌幅扩大至3%。这两家知名运动品牌都陷入了棉花风波。</p><p><img src=\"https://static.tigerbbs.com/20c2037d4fe03b3cf365afd9d7c8f8ff\" tg-width=\"800\" tg-height=\"497\" referrerpolicy=\"no-referrer\"></p><p>耐克周三登上了热搜，因为被曝抵制新疆棉花而遭遇网友的口诛笔伐。对于耐克的投资者来说，耐克此时在重要的中国市场陷入品牌危机，无异于雪上加霜。</p><p>耐克(NYSE:NKE)上周刚刚发布了最新的季度财报。财报显示，在截至2月28日的第三财季，耐克的净利润同比增长了71.2%至14.5亿美元，即每股收益90美分，好于预期的每股收益76美分；不过，销售额仅增长不到3%，至103.6亿美元，远远逊于预期的110亿美元。</p><p>在2020年，耐克的销售额曾因疫情期间门店关闭而连续两个季度录得同比下滑。但之后在第二财季，因为“黑五”购物季，其收入增长录得反弹，达到创纪录的112亿美元。</p><p><b>耐克三财季的增长放缓，主要是因为受到供应链问题的困扰。</b>这在北美市场最为明显，因为受到疫情影响，北美西海岸港口实施的劳工限制导致了将货物送入分销网络的时间出现延迟，同时还引发了成本压力。包括诺德斯特龙、Peloton等零售商都受到了影响，许多公司表示，预计这些问题将持续到下半年。</p><p>“在货币中立的基础上，北美收入下降了11%，这主要是由于全球集装箱短缺和美国港口拥堵的影响，导致三财季库存流动延迟了三周以上，影响了批发出货的时间。”耐克称。</p><p><img src=\"https://static.tigerbbs.com/a5cf40bdfea734801cbaa13605e16fd3\" tg-width=\"1010\" tg-height=\"646\" referrerpolicy=\"no-referrer\">耐克全球前三大市场增长情况</p><p><b>在EMEA（欧洲、中东、非洲），耐克该季度的收入也令人失望，这一定程度上要归因于疫情阴影迟迟未散，当地的许多商店仍然处于关闭的状态。</b></p><p>由此看来，耐克在全球市场的复苏并不平衡，仅有中国市场销售势头反弹强劲。截至2月底，耐克大中华区销售额增长了51%至22.8亿美元，超过了预期。大中华区也因此取代了EMEA，成为该季度耐克的第二大市场。</p><p><b>当然，耐克预计当前季度的收入将弥补上季度供应链中断而造成的损失。</b>公司管理层预计，四财季销售额将比去年同期的63亿美元增长约75%，至110亿美元。</p><p><b>但关键在于，耐克过高的估值已经引发了市场的担忧。</b></p><p>过去一年，耐克的股价上涨了84.1%，其股价现在是未来12个月预期盈利的36.2倍，仍然远高于五年均值29倍。高估值之下，业绩仅仅是达到市场预期并不足以维持投资者的热情。在三季度财报公布前几天内，许多分析师都上调了财报预期，但结果却意外疲软。</p><p><b>尤其是，在这个关键节点，耐克在贡献22%总收入、增长最为迅速的大中华市场遭遇了危机，至少在短期内，这可能成为耐克股票的最大风险。</b></p><p>从去年3月份的低点强劲反弹之后，2021年迄今，耐克的涨势便丧失了动能，年内下跌了近6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/247ac7b19f631f6c4cc4f0e9188f2bb9\" tg-width=\"604\" tg-height=\"733\" referrerpolicy=\"no-referrer\"><span>耐克股价走势</span></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5b1d5c7c9d853e94601159db38d7645e","relate_stocks":{"NKE":"耐克"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127735698","content_text":"周四，阿迪达斯在德国法兰克福交易所下跌4.6%，耐克美股盘前跌幅扩大至3%。这两家知名运动品牌都陷入了棉花风波。耐克周三登上了热搜，因为被曝抵制新疆棉花而遭遇网友的口诛笔伐。对于耐克的投资者来说，耐克此时在重要的中国市场陷入品牌危机，无异于雪上加霜。耐克(NYSE:NKE)上周刚刚发布了最新的季度财报。财报显示，在截至2月28日的第三财季，耐克的净利润同比增长了71.2%至14.5亿美元，即每股收益90美分，好于预期的每股收益76美分；不过，销售额仅增长不到3%，至103.6亿美元，远远逊于预期的110亿美元。在2020年，耐克的销售额曾因疫情期间门店关闭而连续两个季度录得同比下滑。但之后在第二财季，因为“黑五”购物季，其收入增长录得反弹，达到创纪录的112亿美元。耐克三财季的增长放缓，主要是因为受到供应链问题的困扰。这在北美市场最为明显，因为受到疫情影响，北美西海岸港口实施的劳工限制导致了将货物送入分销网络的时间出现延迟，同时还引发了成本压力。包括诺德斯特龙、Peloton等零售商都受到了影响，许多公司表示，预计这些问题将持续到下半年。“在货币中立的基础上，北美收入下降了11%，这主要是由于全球集装箱短缺和美国港口拥堵的影响，导致三财季库存流动延迟了三周以上，影响了批发出货的时间。”耐克称。耐克全球前三大市场增长情况在EMEA（欧洲、中东、非洲），耐克该季度的收入也令人失望，这一定程度上要归因于疫情阴影迟迟未散，当地的许多商店仍然处于关闭的状态。由此看来，耐克在全球市场的复苏并不平衡，仅有中国市场销售势头反弹强劲。截至2月底，耐克大中华区销售额增长了51%至22.8亿美元，超过了预期。大中华区也因此取代了EMEA，成为该季度耐克的第二大市场。当然，耐克预计当前季度的收入将弥补上季度供应链中断而造成的损失。公司管理层预计，四财季销售额将比去年同期的63亿美元增长约75%，至110亿美元。但关键在于，耐克过高的估值已经引发了市场的担忧。过去一年，耐克的股价上涨了84.1%，其股价现在是未来12个月预期盈利的36.2倍，仍然远高于五年均值29倍。高估值之下，业绩仅仅是达到市场预期并不足以维持投资者的热情。在三季度财报公布前几天内，许多分析师都上调了财报预期，但结果却意外疲软。尤其是，在这个关键节点，耐克在贡献22%总收入、增长最为迅速的大中华市场遭遇了危机，至少在短期内，这可能成为耐克股票的最大风险。从去年3月份的低点强劲反弹之后，2021年迄今，耐克的涨势便丧失了动能，年内下跌了近6%。耐克股价走势","news_type":1,"symbols_score_info":{"NKE":0.9}},"isVote":1,"tweetType":1,"viewCount":7611,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3530664388807333","authorId":"3530664388807333","name":"PJPJ","avatar":"https://static.tigerbbs.com/bd5c0e40d70523e28338e96725c10b5f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3530664388807333","idStr":"3530664388807333"},"content":"都不知道你是反串还是啥 前脚D&G创始人损失30亿美金身价 这次NIKE肯定会有影响 但影响有限 你后面加的那段挺恶心 自己脑补的吧 据我观察 现在00后没你说的 那么贱","text":"都不知道你是反串还是啥 前脚D&G创始人损失30亿美金身价 这次NIKE肯定会有影响 但影响有限 你后面加的那段挺恶心 自己脑补的吧 据我观察 现在00后没你说的 那么贱","html":"都不知道你是反串还是啥 前脚D&G创始人损失30亿美金身价 这次NIKE肯定会有影响 但影响有限 你后面加的那段挺恶心 自己脑补的吧 据我观察 现在00后没你说的 那么贱"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":921347652,"gmtCreate":1586180928276,"gmtModify":1704360253732,"author":{"id":"3535540495038919","authorId":"3535540495038919","name":"keymark99","avatar":"https://static.tigerbbs.com/6780434fc2e17e25009f45a00acbf928","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535540495038919","idStr":"3535540495038919"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>&nbsp;a股不开盘，世界和平了","listText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>&nbsp;a股不开盘，世界和平了","text":"$道琼斯(.DJI)$ a股不开盘，世界和平了","images":[{"img":"https://static.tigerbbs.com/1d966d627ed848110190be7ecf01888f","width":"4608","height":"3456"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/921347652","isVote":1,"tweetType":1,"viewCount":5699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":923055213,"gmtCreate":1585663915532,"gmtModify":1704358593678,"author":{"id":"3535540495038919","authorId":"3535540495038919","name":"keymark99","avatar":"https://static.tigerbbs.com/6780434fc2e17e25009f45a00acbf928","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535540495038919","idStr":"3535540495038919"},"themes":[],"htmlText":"最后还是美元称霸，看着吧","listText":"最后还是美元称霸，看着吧","text":"最后还是美元称霸，看着吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/923055213","repostId":"1136233630","repostType":4,"isVote":1,"tweetType":1,"viewCount":3037,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":920436500,"gmtCreate":1585098370500,"gmtModify":1704356901084,"author":{"id":"3535540495038919","authorId":"3535540495038919","name":"keymark99","avatar":"https://static.tigerbbs.com/6780434fc2e17e25009f45a00acbf928","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535540495038919","idStr":"3535540495038919"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连(CNmain)$</a>&nbsp;现在行情，别买涨也别买跌，空手就完了","listText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连(CNmain)$</a>&nbsp;现在行情，别买涨也别买跌，空手就完了","text":"$A50指数主连(CNmain)$ 现在行情，别买涨也别买跌，空手就完了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/920436500","isVote":1,"tweetType":1,"viewCount":4233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":910198012,"gmtCreate":1575643590836,"gmtModify":1704729855455,"author":{"id":"3535540495038919","authorId":"3535540495038919","name":"keymark99","avatar":"https://static.tigerbbs.com/6780434fc2e17e25009f45a00acbf928","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535540495038919","idStr":"3535540495038919"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>&nbsp;趁这次大涨觉得实力不济压不住这支股票的赶紧平仓吧，拼多多太妖了","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>&nbsp;趁这次大涨觉得实力不济压不住这支股票的赶紧平仓吧，拼多多太妖了","text":"$拼多多(PDD)$ 趁这次大涨觉得实力不济压不住这支股票的赶紧平仓吧，拼多多太妖了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/910198012","isVote":1,"tweetType":1,"viewCount":3488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}