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火火兔爸
火火兔爸
·
12-19 23:44
$特斯拉(TSLA)$
今天 多空双杀
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火火兔爸
火火兔爸
·
12-19 17:40
全是虚的
2026财年二季度业绩公布 耐克能否跑出回归路径？
年末，国内马拉松赛季不仅是跑者们的竞技时刻，也是各大体育品牌的竞技场。在众多品牌中，耐克今年在北马和上马的表现非常强势。而在赛道外，整个马拉松赛季，耐克的场外营销、跑者服务，也在社交媒体上掀起一波热度。 就在12月19日，耐克正式公布最新一季的财务业绩。数据显示，2026财年第二季度，耐克集团总营收124亿美元，同比增长1%，调整后的每股收益约为0.53美分，双双超市场预期。
2026财年二季度业绩公布 耐克能否跑出回归路径？
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火火兔爸
火火兔爸
·
12-18
机会大于危险，持股待涨
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388
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6
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火火兔爸
火火兔爸
·
12-18
$特斯拉(TSLA)$
经过阶段性获利回吐后明年会继续上行毕竟美股预期依然在拉高的个股数量有限。
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火火兔爸
火火兔爸
·
12-18
$特斯拉(TSLA)$
2025年12月18日美股下跌，核心是科技板块受挫、日本央行加息预期冲击及美国经济数据疲软，具体原因如下 ： 1. 科技巨头遭多重利空领跌：谷歌与Meta12月17日宣布合作提升TPU芯片与PyTorch兼容性，冲击英伟达在AI芯片市场的主导地位，叠加技术性回调压力，其单日跌4个点；甲骨文因数据中心相关计划受挫跌超5个点，拖累科技产业链情绪，同时年底获利盘抛售也加剧了科技板块的资金分歧。 2. 日本央行加息预期引发流动性收紧：市场大概率预计12月18 - 19日的议息会议上，日本央行会将利率从0.5%上调至0.75%。此前投资者常借低息日元投资高收益美股，加息会推动日元升值，触发套利交易平仓，外资可能回流日本，让美股流动性承压，前期涨幅大的科技股率先被抛售。 3. 美国经济数据疲软削弱市场信心：美国10月减少10.5万个工作岗位，11月新增非农岗位仅6.4万个，失业率升至4.6%，且零售额增速放缓，引发市场对经济复苏的担忧。临近年底，机构为保住全年收益，收缩战线减少高波动科技股配置，进一步放大了美股跌幅。
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火火兔爸
火火兔爸
·
12-17
$特斯拉(TSLA)$
英伟达缺内存崩了，对特斯拉没有实质影响
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火火兔爸
火火兔爸
·
12-17
$特斯拉(TSLA)$
1000
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598
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3
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4
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火火兔爸
火火兔爸
·
12-17
$特斯拉(TSLA)$
感谢砸盘侠送的筹码
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火火兔爸
火火兔爸
·
12-17
变脸真快
$特斯拉(TSLA)$
美国加州监管机构目前允许特斯拉继续在该州销售车辆
加州机动车管理局表示，该局已采纳法官提出的暂停特斯拉生产销售许可的建议，但随即暂缓了这一暂停决定的执行。此前，这家电动汽车制造商被指控在自动驾驶功能宣传上存在虚假表述与夸大宣传，本次裁决是该案件的最新
美国加州监管机构目前允许特斯拉继续在该州销售车辆
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火火兔爸
火火兔爸
·
12-17
怪不得突然砸一下，好吧我吃过别人丢掉的筹码了
特斯拉在加州被要求限期整改，否则将被暂停销售，盘后股价跌超1%
12月17日，$特斯拉(TSLA)$盘后跌超1%，美国加州机动车管理局（DMV）称，特斯拉在加州的销售势将被暂停。在自动驾驶营销案件作出裁决后，特斯拉可以继续在加州销售汽车。
特斯拉在加州被要求限期整改，否则将被暂停销售，盘后股价跌超1%
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10:45","market":"hk","language":"zh","title":"2026财年二季度业绩公布 耐克能否跑出回归路径？","url":"https://stock-news.laohu8.com/highlight/detail?id=2592314441","media":"新浪证券","summary":"年末，国内马拉松赛季不仅是跑者们的竞技时刻，也是各大体育品牌的竞技场。在众多品牌中，耐克今年在北马和上马的表现非常强势。而在赛道外，整个马拉松赛季，耐克的场外营销、跑者服务，也在社交媒体上掀起一波热度。 就在12月19日，耐克正式公布最新一季的财务业绩。数据显示，2026财年第二季度，耐克集团总营收124亿美元，同比增长1%，调整后的每股收益约为0.53美分，双双超市场预期。","content":"<html><body><div>\n<p> 年末，国内马拉松赛季不仅是跑者们的竞技时刻，也是各大体育品牌的竞技场。在众多品牌中，<a href=\"https://laohu8.com/S/NKE\">耐克</a>今年在北马和上马的表现非常强势。</p>\n<p> 在北马赛道上，耐克运动员包揽女子组前三，其中黄雪梅获得第一。在11月底的上马赛事中，除了国际选手，张德顺以2：25：12的成绩打破上马女子国内赛会纪录，实现四连冠，吴冰摘得国内女子组亚军，杨克古摘得国内男子组亚军，耐克“破速之队”成员李大林获得国内男子组季军。而在赛道外，整个马拉松赛季，耐克的场外营销、跑者服务，也在社交媒体上掀起一波热度。</p>\n<p> 就在12月19日，耐克正式公布最新一季的财务业绩。数据显示，2026财年第二季度，耐克集团总营收124亿美元，同比增长1%，调整后的每股收益约为0.53美分，双双超市场预期。</p>\n<div><img src=\"https://n.sinaimg.cn/finance/214/w2048h1366/20251219/4fcd-4b5feae4c920fdc4f4e275db0fc91012.jpg\"/><span></span></div>\n<p> <strong>组织提效、运营优化 耐克持续推动Win Now</strong></p>\n<p> 自贺雁峰（Elliott Hill）重返耐克担任CEO后，耐克在过去一年处于主动转型调整阶段，其目标是让公司的业务重心再次聚焦专业运动领域，通过调整产品结构、修复经销渠道、重塑品牌价值等变革措施，将资源更高效地分配给核心产品、关键市场和有效渠道。而围绕“以运动为中心”的转型进展一直是市场最为关注的重点之一。</p>\n<p> 2025年内，耐克对公司管理结构调整优化：6月，原消费者、产品和品牌部门拆分成消费者与体育（Consumer and Sport）、营销（Marketing）和产品创作（Product Creation）三个独立团队，负责人直接向CEO汇报；12月，供应链负责人被任命为首席运营官并将技术方面的工作纳入其职责范围，取消首席商务官由CFO直接负责销售部门，包括<a href=\"https://laohu8.com/S/00021\">大中华</a>区在内的四大区域业务负责人正式进入全球高级领导管理层，同样直接向CEO汇报。</p>\n<p> 通过打破<a href=\"https://laohu8.com/S/301365\">矩阵</a>式组织架构，推行扁平化管理，耐克显著缩短了决策链路，加速了战略在产品创新、品牌连接以及全球各市场的同步落地与敏捷响应。</p>\n<p> 在这样高效的执行体系下，耐克的“去库存”计划成为本季度的财报亮点之一，集团库存目前处于健康水位。最新财报数据显示，截至2026财年第二季度末，集团库存资产价值77亿美元，同比下降3%。大中华区库存同比减少中双位数。</p>\n<p> 库存结构持续改善，不仅为新品上市与季节商品更新释放出充足的空间，更标志着以需求为导向的供应链调整取得实质性成效，耐克正在重新掌握供需平衡的主动权。</p>\n<p> <strong>回归产品力 重塑内部创新“引擎”</strong></p>\n<p> 当下，运动用品“功能先行”已然成为主流趋势。据Research and Markets研究报告预测，2029年全球功能性服装市场规模将达到6467亿美元，2024-2029年复合增长率为7.9%。而<span><a href=\"https://laohu8.com/S/601555\">东吴证券</a></span><span></span>的《纺服行业2026年度策略》研究报告披露，得益于人均GDP提高、消费人群年轻化等因素，2029年国内功能性服装市场规模有望达2157亿元，2024-2029年复合增长率约为16.0%，明显高于全球增速，将驱动运动尤其户外行业整体景气度上行。</p>\n<div><img src=\"https://n.sinaimg.cn/finance/384/w2048h1536/20251219/5aa1-3b5da0991186c13561af2e1e8e21016a.jpg\"/><span></span></div>\n<p> 这意味着，消费者更加注重产品在运动场景当中的实用性，为参与运动的人提供切实的性能提升与体验优化。若品牌能凭借创新前置与前沿技术构建先发优势，无疑将是市场的最大赢家。</p>\n<p> 最近几年，耐克一直因为产品创新方面的不足而被市场所诟病。在市场看来，创新问题不同于其他业绩承压因素，是企业在转型中面临的一个长期压力。</p>\n<p> 但令人意外的是，耐克在不到一年的时间内，带来了一系列引领行业的突破。这也充分说明，这家公司在过去数十年中的创新积累，足以令其在“回归运动”的方向确立后，快速响应并且实施。</p>\n<p> 其近期针对“创新力”采取了一系列自上而下的重塑措施。在报告期内，公司整合了旗下Nike、Jordan品牌与Converse三大业务板块的创新与产品团队，旨在打破内部研发壁垒，共享洞察与科技，从而系统性地提升从创意到产品的转化效率与规模。12月初，耐克宣布现任首席供应链官Venkatesh Alagirisamy将担任执行副总裁兼首席运营官。此举致力于推动供应链职能更早、更深地介入创新流程，从产品设计阶段即与规模化生产及市场供应对齐，加速创意从概念到市场的转化效率。</p>\n<p> 其中以跑步业务表现尤为明显，随着创新产品加快上市，本季度跑步业务增长超20%，并且在所有渠道的销售都实现了双位数增长，继续展现强劲的市场动能。</p>\n<p> 此外，耐克在篮球、户外、足球等领域多品类产品矩阵协同创新，强化了品牌在各细分市场的竞争优势。其中，篮球鞋款G.T． Cut 4被球迷称之为重新定义篮球风格和性能之作，ACG的Lava Loft的推出则是为户外运动羽绒服带来了新的创新性思路。</p>\n<div><img src=\"https://n.sinaimg.cn/finance/799/w1920h1279/20251219/2c5e-e248117562eb5154381fdc2d77555f5f.png\"/><span></span></div>\n<p> 更为重要的是，通过耐克CEO在多个媒体上的采访能够发现，虽然身处转型期，但耐克十分明确不能沦落为追随者。回归品牌最初的以“运动员为核心”，耐克也加大了对于行业未来探索的投入，以保持自身的行业竞争优势。其革命性Aero-FIT散热科技，通过创新空气导流设计提升排汗效率，将率先登陆2026年世界杯耐克签约的国家队战袍；Therma-FIT Air Milano夹克首次将品牌标志性的Air科技引入服装，实现无需增减衣物的动态温控，并将在米兰冬奥会中亮相。</p>\n<p> 而在进博会上，耐克首次线下展示了历时十余年研发的全新Nike Mind科技。该技术将神经科学原理应用于运动装备设计，开创性地将产品研发视角从传统的身体机能延伸至大脑与运动心理层面。首款基于神经科学的鞋类产品 Mind 001与Mind 002，将会在1月份正式推出，目前该鞋款在社交媒体上被反复讨论，相信发售后将进一步推高其品牌声量。</p>\n<p> <strong>强调“本土化” 重新点燃品牌热度</strong></p>\n<p> 回到中国市场，复杂的市场环境令耐克当前仍旧处于承压状态，耐克CEO强调，中国依然是全球运动领域最具长期潜力的市场之一，这一点从未改变。在市场分析师预计中，其结构性挑战将贯穿2026财年。但这并不意味着耐克将在中国市场以“保守”的姿态度过转型过渡期。相反，在市场数字之外，能够看到耐克的清晰的主动出击行动。不可否认的是，耐克的品牌热度正在回归。</p>\n<div><img src=\"https://n.sinaimg.cn/finance/400/w1280h720/20251219/b2f9-04cabf2b3915433d42af93f74a3bd3ee.jpg\"/><span></span></div>\n<p> 报告期内，耐克依托多年对本土文化的深度洞察，以真切的文化共鸣与体育故事触达本土消费者，建立起深厚的情感连接。在大湾区体育盛会期间，耐克以运动精神为核心，敏锐把握区域文化，因地制宜将广府文化作为核心沟通载体，携手“亚洲第一飞人”苏炳添共创主题短片，成功将“Just Do It”精神融入本土语境；上海海港成就<a href=\"https://laohu8.com/S/002471\">中超</a>三连冠之际，耐克以“连冠，撼不动”口号，致敬球队以坚韧与专注铸就的冠军之路。同时推出上海海港夺冠庆祝T恤、中超冠军同款定制球鞋Air Force 1等周边产品，被众多球迷追捧。</p>\n<p> 在对消费者购买体验的重塑上，耐克以杭州、北京、广州等全国八大城市为起点，全方位升级重点店铺。基于对各店本地客群的深度分析，公司从货品组合、零售服务、店铺体验、故事营销等多维度实施改造，围绕不同运动品类提高品牌的适应力和渗透力。以北京汉光店为例，在其跑步品类完成重点升级后，该系列产品的销售额同比实现了25%的增长。耐克CFO马修·弗兰德称：“该项目本季度取得了积极成效，门店客流、转化率以及销售增长均优于整体水平。”</p>\n<p> 由此可见，“Win Now”计划的执行落地，已陆续反映在公司健康的基本面上，核心区域呈差异化复苏态势。耐克的回归并非是单一数据的反弹，而是多项运营指标逐步改善所呈现出的协同效应，印证了其战略调整方向的正确性与执行力。</p>\n<p> 华尔街也普遍认可耐克转型战略成效，认为品牌复苏路径清晰可见，投资者信心随之回暖。财报发布后，华尔街长期追踪耐克的38位分析师中，有36位给予耐克“增持”“买入”、及“继续持有”评级，显示出专业投资机构对其增长前景的乐观态度。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：公司观察</p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\n2026财年二季度业绩公布 耐克能否跑出回归路径？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-19 10:45 北京时间 <a href=https://finance.sina.com.cn/stock/observe/2025-12-19/doc-inhchwwp5977088.shtml><strong>新浪证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>年末，国内马拉松赛季不仅是跑者们的竞技时刻，也是各大体育品牌的竞技场。在众多品牌中，耐克今年在北马和上马的表现非常强势。\n 在北马赛道上，耐克运动员包揽女子组前三，其中黄雪梅获得第一。在11月底的上马赛事中，除了国际选手，张德顺以2：25：12的成绩打破上马女子国内赛会纪录，实现四连冠，吴冰摘得国内女子组亚军，杨克古摘得国内男子组亚军，耐克“破速之队”成员李大林获得国内男子组季军。而在赛道外，...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/observe/2025-12-19/doc-inhchwwp5977088.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","BK4146":"鞋类","NKE":"耐克","BK4566":"资本集团","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","BK4588":"碎股","BK4585":"ETF&股票定投概念","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","BK4581":"高盛持仓","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","BK4561":"索罗斯持仓","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","BK4558":"双十一"},"source_url":"https://finance.sina.com.cn/stock/observe/2025-12-19/doc-inhchwwp5977088.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2592314441","content_text":"年末，国内马拉松赛季不仅是跑者们的竞技时刻，也是各大体育品牌的竞技场。在众多品牌中，耐克今年在北马和上马的表现非常强势。\n 在北马赛道上，耐克运动员包揽女子组前三，其中黄雪梅获得第一。在11月底的上马赛事中，除了国际选手，张德顺以2：25：12的成绩打破上马女子国内赛会纪录，实现四连冠，吴冰摘得国内女子组亚军，杨克古摘得国内男子组亚军，耐克“破速之队”成员李大林获得国内男子组季军。而在赛道外，整个马拉松赛季，耐克的场外营销、跑者服务，也在社交媒体上掀起一波热度。\n 就在12月19日，耐克正式公布最新一季的财务业绩。数据显示，2026财年第二季度，耐克集团总营收124亿美元，同比增长1%，调整后的每股收益约为0.53美分，双双超市场预期。\n\n 组织提效、运营优化 耐克持续推动Win Now\n 自贺雁峰（Elliott Hill）重返耐克担任CEO后，耐克在过去一年处于主动转型调整阶段，其目标是让公司的业务重心再次聚焦专业运动领域，通过调整产品结构、修复经销渠道、重塑品牌价值等变革措施，将资源更高效地分配给核心产品、关键市场和有效渠道。而围绕“以运动为中心”的转型进展一直是市场最为关注的重点之一。\n 2025年内，耐克对公司管理结构调整优化：6月，原消费者、产品和品牌部门拆分成消费者与体育（Consumer and Sport）、营销（Marketing）和产品创作（Product Creation）三个独立团队，负责人直接向CEO汇报；12月，供应链负责人被任命为首席运营官并将技术方面的工作纳入其职责范围，取消首席商务官由CFO直接负责销售部门，包括大中华区在内的四大区域业务负责人正式进入全球高级领导管理层，同样直接向CEO汇报。\n 通过打破矩阵式组织架构，推行扁平化管理，耐克显著缩短了决策链路，加速了战略在产品创新、品牌连接以及全球各市场的同步落地与敏捷响应。\n 在这样高效的执行体系下，耐克的“去库存”计划成为本季度的财报亮点之一，集团库存目前处于健康水位。最新财报数据显示，截至2026财年第二季度末，集团库存资产价值77亿美元，同比下降3%。大中华区库存同比减少中双位数。\n 库存结构持续改善，不仅为新品上市与季节商品更新释放出充足的空间，更标志着以需求为导向的供应链调整取得实质性成效，耐克正在重新掌握供需平衡的主动权。\n 回归产品力 重塑内部创新“引擎”\n 当下，运动用品“功能先行”已然成为主流趋势。据Research and Markets研究报告预测，2029年全球功能性服装市场规模将达到6467亿美元，2024-2029年复合增长率为7.9%。而东吴证券的《纺服行业2026年度策略》研究报告披露，得益于人均GDP提高、消费人群年轻化等因素，2029年国内功能性服装市场规模有望达2157亿元，2024-2029年复合增长率约为16.0%，明显高于全球增速，将驱动运动尤其户外行业整体景气度上行。\n\n 这意味着，消费者更加注重产品在运动场景当中的实用性，为参与运动的人提供切实的性能提升与体验优化。若品牌能凭借创新前置与前沿技术构建先发优势，无疑将是市场的最大赢家。\n 最近几年，耐克一直因为产品创新方面的不足而被市场所诟病。在市场看来，创新问题不同于其他业绩承压因素，是企业在转型中面临的一个长期压力。\n 但令人意外的是，耐克在不到一年的时间内，带来了一系列引领行业的突破。这也充分说明，这家公司在过去数十年中的创新积累，足以令其在“回归运动”的方向确立后，快速响应并且实施。\n 其近期针对“创新力”采取了一系列自上而下的重塑措施。在报告期内，公司整合了旗下Nike、Jordan品牌与Converse三大业务板块的创新与产品团队，旨在打破内部研发壁垒，共享洞察与科技，从而系统性地提升从创意到产品的转化效率与规模。12月初，耐克宣布现任首席供应链官Venkatesh Alagirisamy将担任执行副总裁兼首席运营官。此举致力于推动供应链职能更早、更深地介入创新流程，从产品设计阶段即与规模化生产及市场供应对齐，加速创意从概念到市场的转化效率。\n 其中以跑步业务表现尤为明显，随着创新产品加快上市，本季度跑步业务增长超20%，并且在所有渠道的销售都实现了双位数增长，继续展现强劲的市场动能。\n 此外，耐克在篮球、户外、足球等领域多品类产品矩阵协同创新，强化了品牌在各细分市场的竞争优势。其中，篮球鞋款G.T． Cut 4被球迷称之为重新定义篮球风格和性能之作，ACG的Lava Loft的推出则是为户外运动羽绒服带来了新的创新性思路。\n\n 更为重要的是，通过耐克CEO在多个媒体上的采访能够发现，虽然身处转型期，但耐克十分明确不能沦落为追随者。回归品牌最初的以“运动员为核心”，耐克也加大了对于行业未来探索的投入，以保持自身的行业竞争优势。其革命性Aero-FIT散热科技，通过创新空气导流设计提升排汗效率，将率先登陆2026年世界杯耐克签约的国家队战袍；Therma-FIT Air Milano夹克首次将品牌标志性的Air科技引入服装，实现无需增减衣物的动态温控，并将在米兰冬奥会中亮相。\n 而在进博会上，耐克首次线下展示了历时十余年研发的全新Nike Mind科技。该技术将神经科学原理应用于运动装备设计，开创性地将产品研发视角从传统的身体机能延伸至大脑与运动心理层面。首款基于神经科学的鞋类产品 Mind 001与Mind 002，将会在1月份正式推出，目前该鞋款在社交媒体上被反复讨论，相信发售后将进一步推高其品牌声量。\n 强调“本土化” 重新点燃品牌热度\n 回到中国市场，复杂的市场环境令耐克当前仍旧处于承压状态，耐克CEO强调，中国依然是全球运动领域最具长期潜力的市场之一，这一点从未改变。在市场分析师预计中，其结构性挑战将贯穿2026财年。但这并不意味着耐克将在中国市场以“保守”的姿态度过转型过渡期。相反，在市场数字之外，能够看到耐克的清晰的主动出击行动。不可否认的是，耐克的品牌热度正在回归。\n\n 报告期内，耐克依托多年对本土文化的深度洞察，以真切的文化共鸣与体育故事触达本土消费者，建立起深厚的情感连接。在大湾区体育盛会期间，耐克以运动精神为核心，敏锐把握区域文化，因地制宜将广府文化作为核心沟通载体，携手“亚洲第一飞人”苏炳添共创主题短片，成功将“Just Do It”精神融入本土语境；上海海港成就中超三连冠之际，耐克以“连冠，撼不动”口号，致敬球队以坚韧与专注铸就的冠军之路。同时推出上海海港夺冠庆祝T恤、中超冠军同款定制球鞋Air Force 1等周边产品，被众多球迷追捧。\n 在对消费者购买体验的重塑上，耐克以杭州、北京、广州等全国八大城市为起点，全方位升级重点店铺。基于对各店本地客群的深度分析，公司从货品组合、零售服务、店铺体验、故事营销等多维度实施改造，围绕不同运动品类提高品牌的适应力和渗透力。以北京汉光店为例，在其跑步品类完成重点升级后，该系列产品的销售额同比实现了25%的增长。耐克CFO马修·弗兰德称：“该项目本季度取得了积极成效，门店客流、转化率以及销售增长均优于整体水平。”\n 由此可见，“Win Now”计划的执行落地，已陆续反映在公司健康的基本面上，核心区域呈差异化复苏态势。耐克的回归并非是单一数据的反弹，而是多项运营指标逐步改善所呈现出的协同效应，印证了其战略调整方向的正确性与执行力。\n 华尔街也普遍认可耐克转型战略成效，认为品牌复苏路径清晰可见，投资者信心随之回暖。财报发布后，华尔街长期追踪耐克的38位分析师中，有36位给予耐克“增持”“买入”、及“继续持有”评级，显示出专业投资机构对其增长前景的乐观态度。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：公司观察","news_type":1,"symbols_score_info":{"NKE":1.5}},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512130753601584,"gmtCreate":1766058878806,"gmtModify":1766058881444,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3546249304196282","idStr":"3546249304196282"},"themes":[],"htmlText":"机会大于危险，持股待涨","listText":"机会大于危险，持股待涨","text":"机会大于危险，持股待涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512130753601584","isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511973085782504,"gmtCreate":1766020392073,"gmtModify":1766020394194,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3546249304196282","idStr":"3546249304196282"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 经过阶段性获利回吐后明年会继续上行毕竟美股预期依然在拉高的个股数量有限。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 经过阶段性获利回吐后明年会继续上行毕竟美股预期依然在拉高的个股数量有限。","text":"$特斯拉(TSLA)$ 经过阶段性获利回吐后明年会继续上行毕竟美股预期依然在拉高的个股数量有限。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511973085782504","isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511885268165512,"gmtCreate":1765999027692,"gmtModify":1765999032251,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3546249304196282","idStr":"3546249304196282"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 2025年12月18日美股下跌，核心是科技板块受挫、日本央行加息预期冲击及美国经济数据疲软，具体原因如下 ： 1. 科技巨头遭多重利空领跌：谷歌与Meta12月17日宣布合作提升TPU芯片与PyTorch兼容性，冲击英伟达在AI芯片市场的主导地位，叠加技术性回调压力，其单日跌4个点；甲骨文因数据中心相关计划受挫跌超5个点，拖累科技产业链情绪，同时年底获利盘抛售也加剧了科技板块的资金分歧。 2. 日本央行加息预期引发流动性收紧：市场大概率预计12月18 - 19日的议息会议上，日本央行会将利率从0.5%上调至0.75%。此前投资者常借低息日元投资高收益美股，加息会推动日元升值，触发套利交易平仓，外资可能回流日本，让美股流动性承压，前期涨幅大的科技股率先被抛售。 3. 美国经济数据疲软削弱市场信心：美国10月减少10.5万个工作岗位，11月新增非农岗位仅6.4万个，失业率升至4.6%，且零售额增速放缓，引发市场对经济复苏的担忧。临近年底，机构为保住全年收益，收缩战线减少高波动科技股配置，进一步放大了美股跌幅。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 2025年12月18日美股下跌，核心是科技板块受挫、日本央行加息预期冲击及美国经济数据疲软，具体原因如下 ： 1. 科技巨头遭多重利空领跌：谷歌与Meta12月17日宣布合作提升TPU芯片与PyTorch兼容性，冲击英伟达在AI芯片市场的主导地位，叠加技术性回调压力，其单日跌4个点；甲骨文因数据中心相关计划受挫跌超5个点，拖累科技产业链情绪，同时年底获利盘抛售也加剧了科技板块的资金分歧。 2. 日本央行加息预期引发流动性收紧：市场大概率预计12月18 - 19日的议息会议上，日本央行会将利率从0.5%上调至0.75%。此前投资者常借低息日元投资高收益美股，加息会推动日元升值，触发套利交易平仓，外资可能回流日本，让美股流动性承压，前期涨幅大的科技股率先被抛售。 3. 美国经济数据疲软削弱市场信心：美国10月减少10.5万个工作岗位，11月新增非农岗位仅6.4万个，失业率升至4.6%，且零售额增速放缓，引发市场对经济复苏的担忧。临近年底，机构为保住全年收益，收缩战线减少高波动科技股配置，进一步放大了美股跌幅。","text":"$特斯拉(TSLA)$ 2025年12月18日美股下跌，核心是科技板块受挫、日本央行加息预期冲击及美国经济数据疲软，具体原因如下 ： 1. 科技巨头遭多重利空领跌：谷歌与Meta12月17日宣布合作提升TPU芯片与PyTorch兼容性，冲击英伟达在AI芯片市场的主导地位，叠加技术性回调压力，其单日跌4个点；甲骨文因数据中心相关计划受挫跌超5个点，拖累科技产业链情绪，同时年底获利盘抛售也加剧了科技板块的资金分歧。 2. 日本央行加息预期引发流动性收紧：市场大概率预计12月18 - 19日的议息会议上，日本央行会将利率从0.5%上调至0.75%。此前投资者常借低息日元投资高收益美股，加息会推动日元升值，触发套利交易平仓，外资可能回流日本，让美股流动性承压，前期涨幅大的科技股率先被抛售。 3. 美国经济数据疲软削弱市场信心：美国10月减少10.5万个工作岗位，11月新增非农岗位仅6.4万个，失业率升至4.6%，且零售额增速放缓，引发市场对经济复苏的担忧。临近年底，机构为保住全年收益，收缩战线减少高波动科技股配置，进一步放大了美股跌幅。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511885268165512","isVote":1,"tweetType":1,"viewCount":1338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511817450890024,"gmtCreate":1765982459288,"gmtModify":1765982461589,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3546249304196282","idStr":"3546249304196282"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 英伟达缺内存崩了，对特斯拉没有实质影响","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 英伟达缺内存崩了，对特斯拉没有实质影响","text":"$特斯拉(TSLA)$ 英伟达缺内存崩了，对特斯拉没有实质影响","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511817450890024","isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511671170736152,"gmtCreate":1765946789252,"gmtModify":1765946791253,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3546249304196282","idStr":"3546249304196282"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 1000","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 1000","text":"$特斯拉(TSLA)$ 1000","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/511671170736152","isVote":1,"tweetType":1,"viewCount":598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":511613862143136,"gmtCreate":1765932768522,"gmtModify":1765932771305,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3546249304196282","idStr":"3546249304196282"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 感谢砸盘侠送的筹码","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 感谢砸盘侠送的筹码","text":"$特斯拉(TSLA)$ 感谢砸盘侠送的筹码","images":[{"img":"https://static.tigerbbs.com/493aea25c1e99586b4bf6c959456ff70","width":"878","height":"1703"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/511613862143136","isVote":1,"tweetType":1,"viewCount":690,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4203686618771782","authorId":"4203686618771782","name":"DX777","avatar":"https://static.tigerbbs.com/01ad151bee96f544f323f17196a8c0b8","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"4203686618771782","idStr":"4203686618771782"},"content":"厉害，一直加仓[强]","text":"厉害，一直加仓[强]","html":"厉害，一直加仓[强]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":511608767624128,"gmtCreate":1765931524308,"gmtModify":1765931526517,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3546249304196282","idStr":"3546249304196282"},"themes":[],"title":"","htmlText":"变脸真快<a 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08:11","market":"fut","language":"zh","title":"美国加州监管机构目前允许特斯拉继续在该州销售车辆","url":"https://stock-news.laohu8.com/highlight/detail?id=2592373956","media":"格隆汇","summary":"加州机动车管理局表示，该局已采纳法官提出的暂停特斯拉生产销售许可的建议，但随即暂缓了这一暂停决定的执行。此前，这家电动汽车制造商被指控在自动驾驶功能宣传上存在虚假表述与夸大宣传，本次裁决是该案件的最新","content":"<html><body><p>加州机动车管理局表示，该局已采纳法官提出的暂停特斯拉生产销售许可的建议，但随即暂缓了这一暂停决定的执行。此前，这家电动汽车制造商被指控在自动驾驶功能宣传上存在虚假表述与夸大宣传，本次裁决是该案件的最新进展。州行政听证办公室法官曾提议对特斯拉实施为期30天的许可暂停处罚。</p></body></html>","source":"live_gelonghui","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>美国加州监管机构目前允许特斯拉继续在该州销售车辆</title>\n<style 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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美国加州监管机构目前允许特斯拉继续在该州销售车辆\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-17 08:11 北京时间 <a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>加州机动车管理局表示，该局已采纳法官提出的暂停特斯拉生产销售许可的建议，但随即暂缓了这一暂停决定的执行。此前，这家电动汽车制造商被指控在自动驾驶功能宣传上存在虚假表述与夸大宣传，本次裁决是该案件的最新进展。州行政听证办公室法官曾提议对特斯拉实施为期30天的许可暂停处罚。</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4099":"汽车制造商","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4574":"无人驾驶","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","BK4548":"巴美列捷福持仓","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) 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07:49","market":"us","language":"zh","title":"特斯拉在加州被要求限期整改，否则将被暂停销售，盘后股价跌超1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1171482210","media":"老虎资讯综合","summary":"12月17日，$特斯拉(TSLA)$盘后跌超1%，美国加州机动车管理局（DMV）称，特斯拉在加州的销售势将被暂停。在自动驾驶营销案件作出裁决后，特斯拉可以继续在加州销售汽车。","content":"<html><head></head><body><p>12月17日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘后跌超1%，加州机动车管理局（DMV）：由于涉嫌误导消费者关于其驾驶辅助技术的宣传，特斯拉在加州的销售将被暂停30天作为处罚。但该暂停决定将在90天后生效，以允许特斯拉进行合规调整。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef28cb32727a6302a2c17fbc08109593\" title=\"\" tg-width=\"906\" tg-height=\"414\"/></p><p></p></body></html>","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\" 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07:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月17日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘后跌超1%，加州机动车管理局（DMV）：由于涉嫌误导消费者关于其驾驶辅助技术的宣传，特斯拉在加州的销售将被暂停30天作为处罚。但该暂停决定将在90天后生效，以允许特斯拉进行合规调整。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef28cb32727a6302a2c17fbc08109593\" title=\"\" tg-width=\"906\" tg-height=\"414\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171482210","content_text":"12月17日，特斯拉盘后跌超1%，加州机动车管理局（DMV）：由于涉嫌误导消费者关于其驾驶辅助技术的宣传，特斯拉在加州的销售将被暂停30天作为处罚。但该暂停决定将在90天后生效，以允许特斯拉进行合规调整。","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}