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王青港

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- 王青港王青港
  ·2025-07-29
  当年脸书跌到一百以下也是没有多少人敢抄底后面都跑去追高
  医保成本困局难解，联合健康全年业绩指引大幅低于预期
  调整后EPS或出现2008年以来首次年度下滑。
  医保成本困局难解，联合健康全年业绩指引大幅低于预期
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- 王青港王青港
  ·2025-03-22
  今天的耐克就是昨天的诺基亚
  耐克第三财季营收下滑9%，净利跌超三成，中国区销售额大幅下滑17%
  值得注意的是，耐克在中国市场的收入大幅下滑17%，反映出该公司在其第二大市场面临严峻挑战。耐克没有对下一季度和全年业绩作出具体预测，仅表示下半年业务展望与去年12月的看法大致相同。分析人士指出，耐克需要在激烈的市场竞争中重新获得主导地位，但这可能需要数年时间才能实现。在全球经济不确定性和消费者支出趋紧的背景下，耐克面临着重振增长的巨大压力。财报发布后，耐克美股盘后走低，截至发稿，现跌超4%。
  耐克第三财季营收下滑9%，净利跌超三成，中国区销售额大幅下滑17%
  183 评论
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- 王青港王青港
  ·2025-03-05
  要是黄金卡500万移民项目每天成立会不会股票马上暴涨
  727 评论
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- 王青港王青港
  ·2025-03-04
  现在必须要抄底只是不能买太多机不可失
  738 评论
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- 王青港王青港
  ·2025-01-11
  大家都不要投资好了全世界的人都去买黄金好了😂😂😂
  高盛警告：未来十年标普500指数总回报或仅为3%
  投资者可能会因表现不佳而选择卖出股票。
  高盛警告：未来十年标普500指数总回报或仅为3%
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- 王青港王青港
  ·2024-10-03
  知道李大霄的基本都破产了或者离破产不远了看他节目8年了害苦我了
  1,241 评论
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也是没有多少人敢抄底 后面都跑去追高","listText":"当年脸书跌到一百以下 也是没有多少人敢抄底 后面都跑去追高","text":"当年脸书跌到一百以下 也是没有多少人敢抄底 后面都跑去追高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/461963569381704","repostId":"1108775231","repostType":2,"repost":{"id":"1108775231","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1753783273,"share":"https://www.laohu8.com/m/news/1108775231?lang=zh_CN&edition=full","pubTime":"2025-07-29 18:01","market":"us","language":"zh","title":"医保成本困局难解，联合健康全年业绩指引大幅低于预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1108775231","media":"老虎资讯综合","summary":"调整后EPS或出现2008年以来首次年度下滑。","content":"<html><head></head><body><p style=\"text-align: justify;\">联合健康在第二季度财报中公布了不及预期的年度利润指引，这让这家医疗保健巨头在努力重拾投资者信心的道路上再次遭遇挫折。</p><p style=\"text-align: justify;\">该公司目前预计，<strong>2025年调整后每股收益将不低于16美元，远低于分析师平均预期的20.40美元；营收将在4455亿至4480亿美元之间，分析师预期为4491.6亿美元。</strong></p><p style=\"text-align: justify;\">这家素以业绩稳健增长著称的医疗巨头，今年初曾因医疗成本激增意外撤销业绩指引令华尔街震惊。而低于预期的业绩指引折射出联合健康当前面临的困境：上半年未能准确预测成本上涨趋势，这可能导致其调整后每股收益出现2008年以来首次年度下滑。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4798fe07ba812d370d80c079df606f4f\" alt=\"\" title=\"\" tg-width=\"492\" tg-height=\"264\"/></p><p style=\"text-align: justify;\">据了解，该公司今年4月曾预计调整后每股收益为26至26.50美元，但次月便全面撤销指引。这一区间已较去年底制定的2025年原目标(29.50-30美元)大幅下调。</p><p style=\"text-align: justify;\">该公司5月紧急换帅，由前CEO、现任董事会主席Stephen Hemsley重新执掌。管理层当时承诺，将在2026年恢复增长，并重回每股收益年均增长13%-16%的长期目标轨道。此次财报中，联合健康再次重申了2026年业绩复苏的预期。</p><p style=\"text-align: justify;\">不过，联合健康一季度的颓势事实上早已预示整个医疗保险行业即将面临的冲击。Elevance Health(ELV.US)、康西哥(CNC.US)、Molina Healthcare(MOH.US)及Oscar Health(OSCR.US)等同业纷纷下调或撤销业绩指引，并归咎于医疗补助计划(Medicaid)、《平价医疗法案》市场及联邦医疗保险(Medicare)等政府医保项目的问题。</p><p style=\"text-align: justify;\">当前美国民众医疗需求远超保险公司去年制定保费时的预期。与此同时，部分政府医保项目正收紧补贴资格标准，并通过支付公式调整挤压保险商利润空间。</p><p style=\"text-align: justify;\">未来，行业前景将更趋严峻：《平价医疗法案》推动参保人数激增的税收抵免政策将于明年到期(除非国会延长);本月通过的共和党支持预算案将削减近万亿美元医疗补助资金，预计未来十年将使无医保人群增加1000万。</p><p style=\"text-align: justify;\">当保险商本就面临成本预测困境之时，美国政府的政策冲击接踵而至。数据显示，联合健康、康西哥和Molina Healthcare均位列标普500指数年内表现最差的五家公司。</p><p style=\"text-align: justify;\">尽管管理层称当前困境只是暂时，坚信行业将回归历史盈利增长轨道。但华尔街关注的问题是：美国政府降低医疗成本、缩减医保覆盖的政策转向，会否对行业盈利能力构成更持久的威胁。</p><p style=\"text-align: justify;\">最新财报显示，联合健康同样面临困扰整个行业的《平价医疗法案》业务问题。公司计提了与下半年“加速确认未来亏损”相关的准备金。第二季度业绩也不尽人意，每股收益4.08美元，低于分析师预估的4.59美元，营收为1116.2亿美元，仅略高于市场预期的1115.2亿美元。但备受关注的医疗赔付率指标基本符合预期。</p><p style=\"text-align: justify;\">细分来看，旗下诊所及家庭护理业务Optum Health当季利润同比显著下滑，主因诊疗量增加、定价失误及联邦医疗保险拨款削减。该业务此前一直是集团增长最快的利润来源。</p><p style=\"text-align: justify;\">另外值得关注的是，就在报告发布数日前，联合健康证实正配合美国司法部对其联邦医疗保险账单操作的调查。</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\" />\n<title>医保成本困局难解，联合健康全年业绩指引大幅低于预期</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; 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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\">\n医保成本困局难解，联合健康全年业绩指引大幅低于预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-07-29 18:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: justify;\">联合健康在第二季度财报中公布了不及预期的年度利润指引，这让这家医疗保健巨头在努力重拾投资者信心的道路上再次遭遇挫折。</p><p style=\"text-align: justify;\">该公司目前预计，<strong>2025年调整后每股收益将不低于16美元，远低于分析师平均预期的20.40美元；营收将在4455亿至4480亿美元之间，分析师预期为4491.6亿美元。</strong></p><p style=\"text-align: justify;\">这家素以业绩稳健增长著称的医疗巨头，今年初曾因医疗成本激增意外撤销业绩指引令华尔街震惊。而低于预期的业绩指引折射出联合健康当前面临的困境：上半年未能准确预测成本上涨趋势，这可能导致其调整后每股收益出现2008年以来首次年度下滑。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4798fe07ba812d370d80c079df606f4f\" alt=\"\" title=\"\" tg-width=\"492\" tg-height=\"264\"/></p><p style=\"text-align: justify;\">据了解，该公司今年4月曾预计调整后每股收益为26至26.50美元，但次月便全面撤销指引。这一区间已较去年底制定的2025年原目标(29.50-30美元)大幅下调。</p><p style=\"text-align: justify;\">该公司5月紧急换帅，由前CEO、现任董事会主席Stephen Hemsley重新执掌。管理层当时承诺，将在2026年恢复增长，并重回每股收益年均增长13%-16%的长期目标轨道。此次财报中，联合健康再次重申了2026年业绩复苏的预期。</p><p style=\"text-align: justify;\">不过，联合健康一季度的颓势事实上早已预示整个医疗保险行业即将面临的冲击。Elevance Health(ELV.US)、康西哥(CNC.US)、Molina Healthcare(MOH.US)及Oscar Health(OSCR.US)等同业纷纷下调或撤销业绩指引，并归咎于医疗补助计划(Medicaid)、《平价医疗法案》市场及联邦医疗保险(Medicare)等政府医保项目的问题。</p><p style=\"text-align: justify;\">当前美国民众医疗需求远超保险公司去年制定保费时的预期。与此同时，部分政府医保项目正收紧补贴资格标准，并通过支付公式调整挤压保险商利润空间。</p><p style=\"text-align: justify;\">未来，行业前景将更趋严峻：《平价医疗法案》推动参保人数激增的税收抵免政策将于明年到期(除非国会延长);本月通过的共和党支持预算案将削减近万亿美元医疗补助资金，预计未来十年将使无医保人群增加1000万。</p><p style=\"text-align: justify;\">当保险商本就面临成本预测困境之时，美国政府的政策冲击接踵而至。数据显示，联合健康、康西哥和Molina Healthcare均位列标普500指数年内表现最差的五家公司。</p><p style=\"text-align: justify;\">尽管管理层称当前困境只是暂时，坚信行业将回归历史盈利增长轨道。但华尔街关注的问题是：美国政府降低医疗成本、缩减医保覆盖的政策转向，会否对行业盈利能力构成更持久的威胁。</p><p style=\"text-align: justify;\">最新财报显示，联合健康同样面临困扰整个行业的《平价医疗法案》业务问题。公司计提了与下半年“加速确认未来亏损”相关的准备金。第二季度业绩也不尽人意，每股收益4.08美元，低于分析师预估的4.59美元，营收为1116.2亿美元，仅略高于市场预期的1115.2亿美元。但备受关注的医疗赔付率指标基本符合预期。</p><p style=\"text-align: justify;\">细分来看，旗下诊所及家庭护理业务Optum Health当季利润同比显著下滑，主因诊疗量增加、定价失误及联邦医疗保险拨款削减。该业务此前一直是集团增长最快的利润来源。</p><p style=\"text-align: justify;\">另外值得关注的是，就在报告发布数日前，联合健康证实正配合美国司法部对其联邦医疗保险账单操作的调查。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f4306ba2af9db7dd84e92ed0ee5b4b57","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","IE00BJJMRZ35.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (SGDHDG) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4534":"瑞士信贷持仓","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B4R5TH58.HKD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (HKD) ACC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0122379950.USD":"贝莱德世界健康科学A2","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","UNH":"联合健康","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108775231","content_text":"联合健康在第二季度财报中公布了不及预期的年度利润指引，这让这家医疗保健巨头在努力重拾投资者信心的道路上再次遭遇挫折。该公司目前预计，2025年调整后每股收益将不低于16美元，远低于分析师平均预期的20.40美元；营收将在4455亿至4480亿美元之间，分析师预期为4491.6亿美元。这家素以业绩稳健增长著称的医疗巨头，今年初曾因医疗成本激增意外撤销业绩指引令华尔街震惊。而低于预期的业绩指引折射出联合健康当前面临的困境：上半年未能准确预测成本上涨趋势，这可能导致其调整后每股收益出现2008年以来首次年度下滑。据了解，该公司今年4月曾预计调整后每股收益为26至26.50美元，但次月便全面撤销指引。这一区间已较去年底制定的2025年原目标(29.50-30美元)大幅下调。该公司5月紧急换帅，由前CEO、现任董事会主席Stephen Hemsley重新执掌。管理层当时承诺，将在2026年恢复增长，并重回每股收益年均增长13%-16%的长期目标轨道。此次财报中，联合健康再次重申了2026年业绩复苏的预期。不过，联合健康一季度的颓势事实上早已预示整个医疗保险行业即将面临的冲击。Elevance Health(ELV.US)、康西哥(CNC.US)、Molina Healthcare(MOH.US)及Oscar Health(OSCR.US)等同业纷纷下调或撤销业绩指引，并归咎于医疗补助计划(Medicaid)、《平价医疗法案》市场及联邦医疗保险(Medicare)等政府医保项目的问题。当前美国民众医疗需求远超保险公司去年制定保费时的预期。与此同时，部分政府医保项目正收紧补贴资格标准，并通过支付公式调整挤压保险商利润空间。未来，行业前景将更趋严峻：《平价医疗法案》推动参保人数激增的税收抵免政策将于明年到期(除非国会延长);本月通过的共和党支持预算案将削减近万亿美元医疗补助资金，预计未来十年将使无医保人群增加1000万。当保险商本就面临成本预测困境之时，美国政府的政策冲击接踵而至。数据显示，联合健康、康西哥和Molina Healthcare均位列标普500指数年内表现最差的五家公司。尽管管理层称当前困境只是暂时，坚信行业将回归历史盈利增长轨道。但华尔街关注的问题是：美国政府降低医疗成本、缩减医保覆盖的政策转向，会否对行业盈利能力构成更持久的威胁。最新财报显示，联合健康同样面临困扰整个行业的《平价医疗法案》业务问题。公司计提了与下半年“加速确认未来亏损”相关的准备金。第二季度业绩也不尽人意，每股收益4.08美元，低于分析师预估的4.59美元，营收为1116.2亿美元，仅略高于市场预期的1115.2亿美元。但备受关注的医疗赔付率指标基本符合预期。细分来看，旗下诊所及家庭护理业务Optum Health当季利润同比显著下滑，主因诊疗量增加、定价失误及联邦医疗保险拨款削减。该业务此前一直是集团增长最快的利润来源。另外值得关注的是，就在报告发布数日前，联合健康证实正配合美国司法部对其联邦医疗保险账单操作的调查。","news_type":1,"symbols_score_info":{"UNH":1}},"isVote":1,"tweetType":1,"viewCount":634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":416043048215000,"gmtCreate":1742581087669,"gmtModify":1742581089399,"author":{"id":"3586600142377752","authorId":"3586600142377752","name":"王青港","avatar":"https://static.tigerbbs.com/d16af81ff6a3e477214dfbebb05d6caf","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586600142377752","idStr":"3586600142377752"},"themes":[],"htmlText":"今天的耐克就是昨天的诺基亚","listText":"今天的耐克就是昨天的诺基亚","text":"今天的耐克就是昨天的诺基亚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/416043048215000","repostId":"1158040546","repostType":2,"repost":{"id":"1158040546","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1742507343,"share":"https://www.laohu8.com/m/news/1158040546?lang=zh_CN&edition=full","pubTime":"2025-03-21 05:49","market":"us","language":"zh","title":"耐克第三财季营收下滑9%，净利跌超三成，中国区销售额大幅下滑17%","url":"https://stock-news.laohu8.com/highlight/detail?id=1158040546","media":"老虎资讯综合","summary":"值得注意的是，耐克在中国市场的收入大幅下滑17%，反映出该公司在其第二大市场面临严峻挑战。耐克没有对下一季度和全年业绩作出具体预测，仅表示下半年业务展望与去年12月的看法大致相同。分析人士指出，耐克需要在激烈的市场竞争中重新获得主导地位，但这可能需要数年时间才能实现。在全球经济不确定性和消费者支出趋紧的背景下，耐克面临着重振增长的巨大压力。财报发布后，耐克美股盘后走低，截至发稿，现跌超4%。","content":"<html><head></head><body><p>3月21日，<a href=\"https://laohu8.com/S/NKE\">耐克</a>发布2025财年第三财季业绩。财报显示，第三财季营收112.69亿美元，市场预期110.1亿美元，去年同期124.3亿美元；净利润7.94亿美元，市场预期4.19亿美元，去年同期11.7亿美元；每股收益0.54美元，市场预期0.28美元，去年同期0.77美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d40421bb57e2e5dfd6d548819070dac\" title=\"\" tg-width=\"886\" tg-height=\"774\"/></p><p>第三财季大中华区EBIT为4.21亿美元，分析师预期5.594亿美元；第三财季总体耐克品牌营收108.9亿美元，分析师预期106亿美元。</p><p style=\"text-align: start;\">第三财季毛利润率41.5%，分析师预期41.9%；第三财季库存75亿美元，分析师预期74.8亿美元。</p><p>值得注意的是，耐克在中国市场的收入大幅下滑17%，反映出该公司在其第二大市场面临严峻挑战。北美市场收入也出现4%的下滑。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/475e48e108c863be39754a48d0087da4\" title=\"\" tg-width=\"847\" tg-height=\"718\"/></p><p style=\"text-align: start;\">耐克没有对下一季度和全年业绩作出具体预测，仅表示下半年业务展望与去年12月的看法大致相同。这种谨慎态度加剧了投资者对公司未来增长前景的担忧。分析人士指出，耐克需要在激烈的市场竞争中重新获得主导地位，但这可能需要数年时间才能实现。在全球经济不确定性和消费者支出趋紧的背景下，耐克面临着重振增长的巨大压力。</p><p>财报发布后，耐克美股盘后走低，截至发稿，现跌超5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8b8653310c62d4a7fbbd89e94a67d3b\" tg-width=\"864\" tg-height=\"838\"/></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\" />\n<title>耐克第三财季营收下滑9%，净利跌超三成，中国区销售额大幅下滑17%</title>\n<style 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}\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耐克第三财季营收下滑9%，净利跌超三成，中国区销售额大幅下滑17%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-03-21 05:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月21日，<a href=\"https://laohu8.com/S/NKE\">耐克</a>发布2025财年第三财季业绩。财报显示，第三财季营收112.69亿美元，市场预期110.1亿美元，去年同期124.3亿美元；净利润7.94亿美元，市场预期4.19亿美元，去年同期11.7亿美元；每股收益0.54美元，市场预期0.28美元，去年同期0.77美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d40421bb57e2e5dfd6d548819070dac\" title=\"\" tg-width=\"886\" tg-height=\"774\"/></p><p>第三财季大中华区EBIT为4.21亿美元，分析师预期5.594亿美元；第三财季总体耐克品牌营收108.9亿美元，分析师预期106亿美元。</p><p style=\"text-align: start;\">第三财季毛利润率41.5%，分析师预期41.9%；第三财季库存75亿美元，分析师预期74.8亿美元。</p><p>值得注意的是，耐克在中国市场的收入大幅下滑17%，反映出该公司在其第二大市场面临严峻挑战。北美市场收入也出现4%的下滑。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/475e48e108c863be39754a48d0087da4\" title=\"\" tg-width=\"847\" tg-height=\"718\"/></p><p style=\"text-align: start;\">耐克没有对下一季度和全年业绩作出具体预测，仅表示下半年业务展望与去年12月的看法大致相同。这种谨慎态度加剧了投资者对公司未来增长前景的担忧。分析人士指出，耐克需要在激烈的市场竞争中重新获得主导地位，但这可能需要数年时间才能实现。在全球经济不确定性和消费者支出趋紧的背景下，耐克面临着重振增长的巨大压力。</p><p>财报发布后，耐克美股盘后走低，截至发稿，现跌超5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8b8653310c62d4a7fbbd89e94a67d3b\" tg-width=\"864\" tg-height=\"838\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/68ab55b396d2dcbb09b0c2d9d4f9ce61","relate_stocks":{"LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0823411888.USD":"法巴消费创新基金 Cap","BK4534":"瑞士信贷持仓","BK4146":"鞋类","NKE":"耐克","BK4566":"资本集团","BK4558":"双十一","BK4588":"碎股","BK4561":"索罗斯持仓","BK4585":"ETF&股票定投概念","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4581":"高盛持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158040546","content_text":"3月21日，耐克发布2025财年第三财季业绩。财报显示，第三财季营收112.69亿美元，市场预期110.1亿美元，去年同期124.3亿美元；净利润7.94亿美元，市场预期4.19亿美元，去年同期11.7亿美元；每股收益0.54美元，市场预期0.28美元，去年同期0.77美元。第三财季大中华区EBIT为4.21亿美元，分析师预期5.594亿美元；第三财季总体耐克品牌营收108.9亿美元，分析师预期106亿美元。第三财季毛利润率41.5%，分析师预期41.9%；第三财季库存75亿美元，分析师预期74.8亿美元。值得注意的是，耐克在中国市场的收入大幅下滑17%，反映出该公司在其第二大市场面临严峻挑战。北美市场收入也出现4%的下滑。耐克没有对下一季度和全年业绩作出具体预测，仅表示下半年业务展望与去年12月的看法大致相同。这种谨慎态度加剧了投资者对公司未来增长前景的担忧。分析人士指出，耐克需要在激烈的市场竞争中重新获得主导地位，但这可能需要数年时间才能实现。在全球经济不确定性和消费者支出趋紧的背景下，耐克面临着重振增长的巨大压力。财报发布后，耐克美股盘后走低，截至发稿，现跌超5%。","news_type":1,"symbols_score_info":{"NKE":1}},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410017221321352,"gmtCreate":1741111537460,"gmtModify":1741124314246,"author":{"id":"3586600142377752","authorId":"3586600142377752","name":"王青港","avatar":"https://static.tigerbbs.com/d16af81ff6a3e477214dfbebb05d6caf","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586600142377752","idStr":"3586600142377752"},"themes":[],"htmlText":"要是黄金卡500万移民项目每天成立 会不会股票马上暴涨","listText":"要是黄金卡500万移民项目每天成立 会不会股票马上暴涨","text":"要是黄金卡500万移民项目每天成立 会不会股票马上暴涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410017221321352","isVote":1,"tweetType":1,"viewCount":727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":409964644433976,"gmtCreate":1741099146488,"gmtModify":1741101598890,"author":{"id":"3586600142377752","authorId":"3586600142377752","name":"王青港","avatar":"https://static.tigerbbs.com/d16af81ff6a3e477214dfbebb05d6caf","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586600142377752","idStr":"3586600142377752"},"themes":[],"htmlText":"现在必须要抄底 只是不能买太多 机不可失","listText":"现在必须要抄底 只是不能买太多 机不可失","text":"现在必须要抄底 只是不能买太多 机不可失","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/409964644433976","isVote":1,"tweetType":1,"viewCount":738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391246157209960,"gmtCreate":1736524827268,"gmtModify":1736524842247,"author":{"id":"3586600142377752","authorId":"3586600142377752","name":"王青港","avatar":"https://static.tigerbbs.com/d16af81ff6a3e477214dfbebb05d6caf","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586600142377752","idStr":"3586600142377752"},"themes":[],"htmlText":"大家都不要投资好了 全世界的人都去买黄金好了😂😂😂","listText":"大家都不要投资好了 全世界的人都去买黄金好了😂😂😂","text":"大家都不要投资好了 全世界的人都去买黄金好了😂😂😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/391246157209960","repostId":"1131395893","repostType":2,"repost":{"id":"1131395893","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1736493376,"share":"https://www.laohu8.com/m/news/1131395893?lang=zh_CN&edition=full","pubTime":"2025-01-10 15:16","market":"us","language":"zh","title":"高盛警告：未来十年标普500指数总回报或仅为3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1131395893","media":"老虎资讯综合","summary":"投资者可能会因表现不佳而选择卖出股票。","content":"<html><head></head><body><p>高盛分析师Peter Oppenheimer发出警告，认为近期美股的强劲反弹令目前股票市场的估值趋于完美水平，认为美股完美的赚钱环境可能不会持续太久，因为投资者正在消化债券孳息率上升、估值膨胀以及对进一步减息的不确定性，虽然预计股市在年内会进一步上升，这主要由于盈利所推动，但股市将愈来愈容易受到债券收益率进一步上升，以及经济数据或盈利增长失望所影响。</p><p>他称，股票的高估值可能限制未来的回报，因研究发现，公司要长期维持高销售及利润率是极其困难，因此投资者可能会因表现不佳而选择卖出股票。而在接下来的十年中，股票可能还会面临来自其他资产的激烈竞争，例如比特币。</p><p>高盛预计，标普500指数在未来十年内的总回报仅为3%。他又提到，市场集中度异常高会增加投资组合的风险，特别担心苹果、英伟达、微软、Alphabet及亚马逊，占标普500指数的四分之一，这种集中度提高若这些公司在业绩上失望或交易环境转差时，市场或会出现更广泛的调整。</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\" />\n<title>高盛警告：未来十年标普500指数总回报或仅为3%</title>\n<style 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}\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; 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Oppenheimer发出警告，认为近期美股的强劲反弹令目前股票市场的估值趋于完美水平，认为美股完美的赚钱环境可能不会持续太久，因为投资者正在消化债券孳息率上升、估值膨胀以及对进一步减息的不确定性，虽然预计股市在年内会进一步上升，这主要由于盈利所推动，但股市将愈来愈容易受到债券收益率进一步上升，以及经济数据或盈利增长失望所影响。</p><p>他称，股票的高估值可能限制未来的回报，因研究发现，公司要长期维持高销售及利润率是极其困难，因此投资者可能会因表现不佳而选择卖出股票。而在接下来的十年中，股票可能还会面临来自其他资产的激烈竞争，例如比特币。</p><p>高盛预计，标普500指数在未来十年内的总回报仅为3%。他又提到，市场集中度异常高会增加投资组合的风险，特别担心苹果、英伟达、微软、Alphabet及亚马逊，占标普500指数的四分之一，这种集中度提高若这些公司在业绩上失望或交易环境转差时，市场或会出现更广泛的调整。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/347452cc99fb488c45ccd900fcf3aa20","relate_stocks":{".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131395893","content_text":"高盛分析师Peter Oppenheimer发出警告，认为近期美股的强劲反弹令目前股票市场的估值趋于完美水平，认为美股完美的赚钱环境可能不会持续太久，因为投资者正在消化债券孳息率上升、估值膨胀以及对进一步减息的不确定性，虽然预计股市在年内会进一步上升，这主要由于盈利所推动，但股市将愈来愈容易受到债券收益率进一步上升，以及经济数据或盈利增长失望所影响。他称，股票的高估值可能限制未来的回报，因研究发现，公司要长期维持高销售及利润率是极其困难，因此投资者可能会因表现不佳而选择卖出股票。而在接下来的十年中，股票可能还会面临来自其他资产的激烈竞争，例如比特币。高盛预计，标普500指数在未来十年内的总回报仅为3%。他又提到，市场集中度异常高会增加投资组合的风险，特别担心苹果、英伟达、微软、Alphabet及亚马逊，占标普500指数的四分之一，这种集中度提高若这些公司在业绩上失望或交易环境转差时，市场或会出现更广泛的调整。","news_type":1,"symbols_score_info":{".SPX":1.1}},"isVote":1,"tweetType":1,"viewCount":1377,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573624257516463","authorId":"3573624257516463","name":"幸福的梅花","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3573624257516463","idStr":"3573624257516463"},"content":"就你这句话，黄金不久后可能会大跌 [财迷]","text":"就你这句话，黄金不久后可能会大跌 [财迷]","html":"就你这句话，黄金不久后可能会大跌 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