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On Holding AG

30.91

-7.8700-20.29%

盤後：31.280.3700+1.20%19:59 EDT

成交量：4,396.99萬

成交額：13.65億

市值：102.93億

市盈率：33.12

高：31.75

開：31.59

低：30.11

收：38.78

52周最高：52.20

52周最低：30.11

股本：3.33億

流通股本：2.47億

量比：8.68

換手率：17.80%

股息：- -

股息率：- -

每股收益(TTM):0.9333

每股收益(LYR):0.7695

淨資產收益率：15.50%

總資產收益率：9.68%

市淨率：4.72

市盈率(LYR):40.17

資料載入中...

總覽公司新聞資訊公告

異動解讀｜On Holding AG盤中上漲5.08%，報37.64美元

異動解讀｜On Holding AG盤中下跌5.05%，報34.8美元

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昂跑亞太區將換帥，中國增長功臣升任全球市場負責人

华尔街见闻

異動解讀｜On Holding AG盤中上漲5.38%，鞋類板塊集體走強疊加摩根大通看多評級提振

On Holding AG美股盤前漲1.7%，此前摩根大通恢復覆蓋並給予超配評級

摩根大通預計歐盟運動服飾行業將面臨又一個艱難季度，更看好阿迪達斯和On

美國研究綜述-Adobe、耐克、Watts Water Technologies

異動解讀｜On Holding AG盤中下跌5.14%，報36.82美元

【券商聚焦】中信證券上調昂跑(ONON)目標價至新高維持「買入」評級

昂跑為何「越跑越慢」？受困單一品類淨銷售額增幅放緩

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被稱「中產標配」，昂跑賣出業績新高背後：增速卻創近年新低

南方都市报

異動解讀 | On Holding AG盤中大漲5.94%，客流增速超營收引發轉化率提升預期及一季度業績強勁

昂跑Q1營收首破8億瑞郎，北美降速，亞太狂飆

华尔街见闻

On Holding高管表示美國銷售與分銷勢頭依然強勁

On Holding AG：轉化率有望提升——市場觀察

市場熱議：On Holding銷售增速放緩引擔憂

「讚達亞效應」助推運動服飾製造商On實現2026年利潤率目標

異動解讀 | 全年營收指引不及市場預期，On Holding AG盤前大跌7.17%

運動服飾品牌On上調2026年利潤預期，因其吸引了更多年輕女性顧客

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14:13","pubTimestamp":1783836805,"startTime":"0","endTime":"0","summary":"北京商报讯7月12日，北京商报记者从昂跑官网了解到，品牌宣布两项重要的全球领导团队任命，自2026年9月起，公司将商业领导职责拆分为两个独立角色，以契合长期发展目标。现任亚太区总经理RebeccaCai晋升为首席全球市场官，任命自9月1日起生效。在新职位上，她将领导昂跑在亚太、欧洲、中东和非洲以及美洲地区的市场，同时兼管全球商业团队。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202607123802612524.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202607123802612524.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU0057025933.USD","LU0289961442.SGD","LU2265009873.SGD","ONON","BK4547","LU0069063385.USD","LU0511384066.AUD","LU1804176565.USD","LU0289739343.SGD","BK4588","BK4585","LU0472753341.HKD","BK4146"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2650156832","title":"昂跑亞太區將換帥，中國增長功臣升任全球市場負責人","url":"https://stock-news.laohu8.com/highlight/detail?id=2650156832","media":"华尔街见闻","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2650156832?lang=zh_tw&edition=fundamental","pubTime":"2026-07-11 13:04","pubTimestamp":1783746289,"startTime":"0","endTime":"0","summary":"继任者未定","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3776700","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4146","ONON","LU0511384066.AUD","LU2265009873.SGD","BK4585","BK4547","LU0289961442.SGD","LU0057025933.USD","LU0289739343.SGD","LU0472753341.HKD","LU1804176565.USD","LU0069063385.USD","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1154547071","title":"異動解讀｜On Holding AG盤中上漲5.38%，鞋類板塊集體走強疊加摩根大通看多評級提振","url":"https://stock-news.laohu8.com/highlight/detail?id=1154547071","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1154547071?lang=zh_tw&edition=fundamental","pubTime":"2026-07-11 01:59","pubTimestamp":1783706372,"startTime":"0","endTime":"0","summary":"7月11日，On Holding AG盘中上涨5.38%，报38.75美元/股，成交额1.17亿美元。消息面上，鞋类板块当日整体走强，耐克涨4.08%、卡骆驰涨4.75%、史蒂夫·马登涨3.97%，板块联动效应明显。此外，摩根大通于7月初恢复对On Holding的研究覆盖并给予\"超配\"评级，看涨情绪持续发酵。此前UBS亦看好公司创新与DTC策略驱动的长期增长，预测未来五年营收、调整后EBITDA及EPS复合年增长率分别达18%、20%和29%。公司一季度调整后EPS为0.47美元，超市场预期约47%，基本面支撑明确。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ONON"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1141129997","title":"On Holding AG美股盤前漲1.7%，此前摩根大通恢復覆蓋並給予超配評級","url":"https://stock-news.laohu8.com/highlight/detail?id=1141129997","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1141129997?lang=zh_tw&edition=fundamental","pubTime":"2026-07-02 18:03","pubTimestamp":1782986597,"startTime":"0","endTime":"0","summary":"在摩根大通恢复对该公司的研究覆盖并给予“超配”评级后，运动品牌On Holding AG在美国上市的股票于盘前交易中上涨了1.7%。这一积极的市场反应凸显了投资者对分析师看涨观点的认可。摩根大通的评级行动通常受到市场密切关注，其“超配”评级意味着该机构认为该股票未来表现将优于其所在行业或基准指数。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2265009873.SGD","ONON","BK4547","LU0057025933.USD","LU0069063385.USD","BK4585","LU0289961442.SGD","LU0289739343.SGD","LU1804176565.USD","BK4146","BK4588","LU0511384066.AUD","LU0472753341.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2648577381","title":"摩根大通預計歐盟運動服飾行業將面臨又一個艱難季度，更看好阿迪達斯和On","url":"https://stock-news.laohu8.com/highlight/detail?id=2648577381","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2648577381?lang=zh_tw&edition=fundamental","pubTime":"2026-07-02 15:31","pubTimestamp":1782977482,"startTime":"0","endTime":"0","summary":"BUZZ-摩根大通预计欧盟运动服饰行业将面临又一个艰难季度，更看好阿迪达斯和On7月2日-** 摩根大通预计，由于促销压力持续构成阻力，欧洲体育用品行业将面临又一个充满挑战的季度，不过这一压力在一定程度上被正在进行的世界杯所抵消 (link)**基于渠道调研及近期消费类企业财报的推演，摩根大通认为，受中东冲突 (link)影响，欧洲市场将比美国市场受到更大冲击，原因在于消费者支出和客流量的下降**","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260702:nL4T4340KE:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0289739343.SGD","BK4588","LU1267930573.SGD","IE00BYQQ9H92.USD","LU0889566641.SGD","LU1267930227.SGD","LU1267930813.SGD","IE00BFXG0V08.USD","LU0511384066.AUD","NKE","LU2098885051.SGD","ONON","BK4561","LU0052756011.USD","BK4581","LU1303367103.USD","BK4558","LU0786609619.USD","BK4547","LU0057025933.USD","BK4533","LU0792757196.USD","BK4146","LU0029864427.USD","LU0823411888.USD","BK4566","LU0289961442.SGD","LU0069063385.USD","LU0128525929.USD","BK4534","LU1804176565.USD","LU0472753341.HKD","LU0128525689.USD","LU2265009873.SGD","LU0310800965.SGD","LU0708994859.HKD","LU0310800379.SGD","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2648572611","title":"美國研究綜述-Adobe、耐克、Watts Water Technologies","url":"https://stock-news.laohu8.com/highlight/detail?id=2648572611","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2648572611?lang=zh_tw&edition=fundamental","pubTime":"2026-07-02 15:06","pubTimestamp":1782976000,"startTime":"0","endTime":"0","summary":"美国研究综述-Adobe、耐克、Watts Water Technologies路透7月2日-周四，华尔街证券分析师下调了包括Adobe、耐克和Watts Water Technologies在内的多家美国上市公司评级及目标股价。重点摘要* Adobe IncADBE.O：汇丰将评级从“持有”上调至“买入”；目标价从282美元上调至308美元* 耐克公司NKE.N：巴克莱将目标价从67美元下调至52美元* Watts Water Technologies IncWTS.N：TD Cowen将目标价从275美元上调至320美元以下是路透周四报导的针对美国公司的研究行动摘要。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260702:nL4T4340IC:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4534","LU0787776722.HKD","LU0348723411.USD","LU0109391861.USD","SGXZ51526630.SGD","LU0965509101.SGD","LU1119994496.HKD","LU0310800965.SGD","LU0170899867.USD","ADBE","IE00BMG7P587.USD","BK4528","WTS","IE00BGHQF524.EUR","LU0070302665.USD","LU2346227817.USD","LU2095319765.USD","IE00B2Q91V27.USD","LU0006306889.USD","LU0130102774.USD","LU0786609619.USD","LU2089284900.SGD","BK4161","ADBG","BK4547","LU0342679015.USD","W","LU1720051017.SGD","BK4135","LU0323240290.USD","IE00BQXX3C00.GBP","BK4212","LU0256331488.USD","LU0289739343.SGD","LU0345774391.USD","LU2360032135.SGD","LU2265009873.SGD","BK4558","BK4566","LU0069063385.USD","LU0240878834.USD","LU1267930227.SGD","LU0823411888.USD","LU1633808545.USD","LU1235294995.USD","LU1878469433.USD","LU0861579265.USD","LU0965509283.SGD","SG9999000418.SGD","VOYA","EOG","LU1548497426.USD","LU0198837287.USD","LU1712237335.SGD","SGXZ99366536.SGD","LU2089283258.USD","LU0109392836.USD","LU0300736062.USD","LU2098885051.SGD","BK4548","LU2210150020.SGD","LU1720051108.HKD","LU2023251221.USD","LU0310800379.SGD","LU0672654240.SGD","LU0965509010.AUD","LU1267930573.SGD","BK4178","LU2236285917.USD","LU0122376428.USD","LU2237438978.USD","BK4122","IE00B19Z9505.USD","LU0061475181.USD","LU0957791311.USD","LU0868494617.USD","LU0708995401.HKD","LU0320765489.SGD","LU0456854461.SGD","LU2458330243.SGD","LU0061474960.USD","LU0300736492.USD","LU1303367103.USD","LU0368265418.SGD","LU0648001328.SGD","LU0234572021.USD","BK4567","LU1674673428.USD","ONON","LU0082616367.USD","LU0157215616.USD","LU1674673691.USD","LU0477156953.USD","IE00BD4GTV84.USD","LU0211331839.USD","LU0029864427.USD","LU1430594728.SGD","IE00BMG7P694.USD","LU0081259029.USD","LU1201861249.SGD","BK4533","LU1989763690.USD","BK4184","BK4592","IE00BD4GTW91.USD","LU0266512127.USD","LU1623119135.USD","BK4581","LU0266512473.USD","LU0788109394.HKD","LU0208291251.USD","BK4532","LU0472753341.HKD","IE00BMG7P819.SGD","LU1084165304.USD","LU0719512351.SGD","SG9999001424.SGD","AAMI","LU0557290698.USD","BK4213","BK4585","GIS","LU0980610538.SGD","BK4139","IE00BQXX3D17.EUR","LU1823568750.SGD","LU0128525929.USD","LU1267930730.SGD","LU2317271919.USD","PEG","BK4208","BK4561","BK4524","LU2210149790.SGD","IE00BQXX3F31.USD","LU1691799644.USD","LU2357305700.SGD","LU2458330169.SGD","LU0314104364.USD","LU0511384066.AUD","LU1803068979.SGD","LU0942090050.USD","IE00BMG7P926.USD","LU1804176565.USD","BK4543","IE0009356076.USD","LU0792757196.USD","BK4554","IE00B3CCJ963.GBP","LU0289961442.SGD","LU0708994859.HKD","LU1046421795.USD","LU1585245621.USD","BK4146","LU0106261372.USD","LU0345774631.USD","BK4588","LU2500361329.USD","LU1366333091.USD","LU1261432733.SGD","LU1267930813.SGD","BK4527","LU2125154935.USD","IE00BFXG0V08.USD","LU0130517989.USD","MIRM","LU0128525689.USD","LU1074936037.SGD","BK4023","LU0052756011.USD","LU2125154778.USD","LU0889565833.HKD","LU1778281490.HKD","NKE","LU0320765059.SGD","IE00BYQQ9H92.USD","LU0240877869.USD","LU0057025933.USD","LU0889566641.SGD","IE00B5TLWC47.USD","SGXZ81514606.USD","LU0323239441.USD","LU0158827948.USD","LU1815333072.USD","IE00BD4GTT62.SGD","LU0234570918.USD","LU0053666078.USD","LU1989763427.SGD","LU0868494708.USD","LU0683600562.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1149241188","title":"異動解讀｜On Holding AG盤中下跌5.14%，報36.82美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1149241188","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1149241188?lang=zh_tw&edition=fundamental","pubTime":"2026-06-22 22:27","pubTimestamp":1782138425,"startTime":"0","endTime":"0","summary":"6月22日，On Holding AG盘中下跌5.14%，报36.82美元/股，成交额4818.52万美元。On Holding AG所在的鞋类行业中，个股表现分化，其中耐克跌2.95%，Allbirds涨8.3%，Deckers Outdoor跌2.89%，卡骆驰涨0.66%，勃肯跌4.42%。On Holding AG于2012年根据瑞士法律注册成立，是一家全球运动服饰品牌，以其创新的鞋类、服装和配件而闻名，拥有CloudTec和LightSpray等专利技术。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ONON"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637370633","title":"【券商聚焦】中信證券上調昂跑(ONON)目標價至新高 維持「買入」評級","url":"https://stock-news.laohu8.com/highlight/detail?id=2637370633","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2637370633?lang=zh_tw&edition=fundamental","pubTime":"2026-05-21 23:02","pubTimestamp":1779375741,"startTime":"0","endTime":"0","summary":"公司当前品牌知名度在北美约为30%，仍有提升空间，中信证券看好公司在专业与潮流产品共振、品类不断拓展下延续高增长，维持“买入”评级。考虑到公司强劲的增长势头和市场表现，中信证券调整了DCF模型中的风险溢价假设，并纳入了更长期的预测，目标价上调至新高。尽管市场竞争激烈，但昂跑凭借其品牌力和产品优势，有望继续保持增长势头，维持“买入”评级。","market":"us","thumbnail":"https://static.szfiu.com/news/20210810/ZWQyMzQ4MWViNTBlNjYyZWIyNzg3MGMyMTYyODU5MDY5NTc1OQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/ZWQyMzQ4MWViNTBlNjYyZWIyNzg3MGMyMTYyODU5MDY5NTc1OQ==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"300710","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ONON"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635033352","title":"昂跑為何「越跑越慢」？受困單一品類淨銷售額增幅放緩","url":"https://stock-news.laohu8.com/highlight/detail?id=2635033352","media":"微博财经-财道工作室","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2635033352?lang=zh_tw&edition=fundamental","pubTime":"2026-05-15 22:08","pubTimestamp":1778854080,"startTime":"0","endTime":"0","summary":"同时，作为昂跑近年增长核心引擎的亚太区，一季度净销售额同比增长44.4%，虽较2025年全年96.4%的增速大幅放缓。2026年一季度，该公司虽然净利润取得了82.2%的快速增长，但净销售额同比14.5%的增幅，较2025年同期40%的同比增幅呈现放缓趋势。凭借单一跑鞋品类，昂跑近年来净销售规模实现跨越式增长。2026年第一季度，昂跑服装和配饰产品净销售额同比增幅分别为45.1%、70.7%，增幅高于鞋类产品。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/wbstock/2026-05-15/doc-inhxyyii5117320.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0289739343.SGD","ONON","LU1804176565.USD","BK4146","LU2265009873.SGD","LU0289961442.SGD","LU0057025933.USD","LU0069063385.USD","LU0511384066.AUD","LU0472753341.HKD","BK4547","BK4585","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635085793","title":"被稱「中產標配」，昂跑賣出業績新高背後：增速卻創近年新低","url":"https://stock-news.laohu8.com/highlight/detail?id=2635085793","media":"南方都市报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2635085793?lang=zh_tw&edition=fundamental","pubTime":"2026-05-15 18:32","pubTimestamp":1778841120,"startTime":"0","endTime":"0","summary":"又一高端户外品牌交出超预期亮眼财报。瑞士高端运动品牌昂跑（OnHoldingAG），近日发布了截至2026年3月31日的一季度财报。财报数据显示，昂跑本季度净销售额首次跨过8亿瑞士法郎关口，达到8.319亿瑞士法郎，同比增长14.5%。若排除汇率波动带来的影响，按固定汇率计算，营收同比涨幅更是高达26.4%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202605153739081193.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202605153739081193.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK4146","LU0289739343.SGD","LU0057025933.USD","BK4585","LU0289961442.SGD","LU0472753341.HKD","LU1804176565.USD","BK4547","LU0069063385.USD","LU2265009873.SGD","BK4588","LU0511384066.AUD","ONON"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1122383011","title":"異動解讀 | On Holding AG盤中大漲5.94%，客流增速超營收引發轉化率提升預期及一季度業績強勁","url":"https://stock-news.laohu8.com/highlight/detail?id=1122383011","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1122383011?lang=zh_tw&edition=fundamental","pubTime":"2026-05-14 01:01","pubTimestamp":1778691662,"startTime":"0","endTime":"0","summary":"On Holding AG今日盘中大涨5.94%，引起了市场的广泛关注。消息面上，公司表示其线上与线下客流量增长已超过营收增速，这意味着市场需求正领先于当前转化率，未来转化率有望提升，从而带动未来营收增长。此外，公司一季度业绩表现强劲，调整后每股收益为0.47美元，远超市场预期的0.32美元，同比增长104.35%；营收达10.62亿美元，亦高于预期。此前一日，公司因全年营收指引略低于市场预期而大幅下跌，但市场在消化这一利空消息后，逐步回归对公司基本面强劲增长的认可，推动了股价的反弹。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["ONON"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635278684","title":"昂跑Q1營收首破8億瑞郎，北美降速，亞太狂飆","url":"https://stock-news.laohu8.com/highlight/detail?id=2635278684","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2635278684?lang=zh_tw&edition=fundamental","pubTime":"2026-05-13 10:40","pubTimestamp":1778640022,"startTime":"0","endTime":"0","summary":"中国市场双位数增长。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3772143","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MSFmain","ONON"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1185640522","title":"On Holding高管表示美國銷售與分銷勢頭依然強勁","url":"https://stock-news.laohu8.com/highlight/detail?id=1185640522","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1185640522?lang=zh_tw&edition=fundamental","pubTime":"2026-05-13 01:53","pubTimestamp":1778608411,"startTime":"0","endTime":"0","summary":"On Holding高管在分析师电话会议上表示，美国销售趋势依然强劲，公司全年展望凸显了品牌势头与销售的持续向好。此番言论是对近期地缘政治事件是否影响全年预期这一问题的回应。高管们指出，在新客户，尤其是年轻消费者和女性群体日益增多的推动下，On品牌在美国的知名度在最近一个季度首次突破了30%。高管们还表示，On在美国的批发业务仍有巨大的扩张空间。据高管们透露，公司正持续扩大与迪克体育用品和Foot Locker等零售伙伴的合作，但目前其产品仅覆盖这些合作伙伴约一半的门店网络。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ONON","LU0069063385.USD","LU0511384066.AUD","LU1804176565.USD","LU2265009873.SGD","BK4588","LU0289961442.SGD","LU0472753341.HKD","BK4547","BK4585","LU0289739343.SGD","LU0057025933.USD","BK4146"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1103032857","title":"On Holding AG：轉化率有望提升——市場觀察","url":"https://stock-news.laohu8.com/highlight/detail?id=1103032857","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1103032857?lang=zh_tw&edition=fundamental","pubTime":"2026-05-13 01:22","pubTimestamp":1778606558,"startTime":"0","endTime":"0","summary":"On Holding AG表示，其线上与线下的客流量增长已超过营收增速。这一趋势意味着市场需求正领先于公司当前的转化率。本月早些时候卸任这家跑鞋制造商首席执行官、并将留任顾问至明年三月的马丁·霍夫曼在与分析师的电话会议中指出，这印证了公司为向新社群推广品牌及拓展高端市场所作投资的正确性。然而，质疑者或许会对此趋势作出不同解读，认为On的高端定位正促使预算敏感的消费者在最终购买价值200美元的跑鞋或100美元的Polo衫时犹豫不决。目前，On Holding AG股价下跌2.4%。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0057025933.USD","BK4547","BK4588","BK4585","LU0069063385.USD","LU0472753341.HKD","LU2265009873.SGD","LU0511384066.AUD","LU1804176565.USD","BK4146","ONON","LU0289739343.SGD","LU0289961442.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1178167902","title":"市場熱議：On Holding銷售增速放緩引擔憂","url":"https://stock-news.laohu8.com/highlight/detail?id=1178167902","media":"投资观察","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1178167902?lang=zh_tw&edition=fundamental","pubTime":"2026-05-13 00:48","pubTimestamp":1778604512,"startTime":"0","endTime":"0","summary":"杰富瑞分析师在一份研究报告中指出，瑞士运动鞋制造商On Holding AG的美国业务正遭遇瓶颈。最新数据显示，该公司在北美市场的销售额同比仅增长约3%，与去年同期33%的强劲增幅相比大幅下滑。分析师进一步表示，其直接面向消费者的销售增长也在减速——该业务板块本季度销售额增长16%，远低于一年前45%的增速。\n分析师警告称：“如果美国市场销售额转为负增长，同时直销业务持续放缓，那么公司的利润率优势将难以为继，并可能开始下滑。”受此消息影响，On Holding股价应声下跌4%。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ONON","LU0069063385.USD","LU0511384066.AUD","LU1804176565.USD","LU2265009873.SGD","BK4588","LU0289961442.SGD","LU0472753341.HKD","BK4547","BK4585","LU0289739343.SGD","LU0057025933.USD","BK4146"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634221062","title":"「讚達亞效應」助推運動服飾製造商On實現2026年利潤率目標","url":"https://stock-news.laohu8.com/highlight/detail?id=2634221062","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2634221062?lang=zh_tw&edition=fundamental","pubTime":"2026-05-12 22:09","pubTimestamp":1778594961,"startTime":"0","endTime":"0","summary":"更新版 1-更新 1-“赞达亚效应”助推运动服饰制造商On实现2026年利润率目标在第6段中添加分析师评论，在第7段中更新股价信息On 因新款运动鞋销量提升而上调盈利预期与赞达亚的合作正吸引更多年轻女性关注On品牌Helen Reid/Juveria Tabassum路透5月12日 - 运动服饰品牌On周二上调了利润率预期，此前其第一季度销售额表现强劲。On现预计2026年营业利润率将在19.5%至20%之间，高于此前预期的18.5%至19%，毛利率将至少达到64.5%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260512:nL4T41P1N8:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4585","LU0289739343.SGD","BK4558","LU0472753341.HKD","LU0708994859.HKD","LU1267930813.SGD","BK4533","LU0511384066.AUD","LU1988902786.USD","LU2265009873.SGD","LU1267930227.SGD","LU2264538146.SGD","BK4200","LU2098885051.SGD","LU0889566641.SGD","LU0029864427.USD","LU0128525929.USD","LU0289961442.SGD","LU0823411888.USD","LU0057025933.USD","LU0310800965.SGD","NKE","LU1064131342.USD","BK4566","BK4534","BK4547","ONON","LU1804176565.USD","BK4146","BK4561","BK4581","LU0052756011.USD","IE00BYQQ9H92.USD","LU0786609619.USD","BK4588","LU0792757196.USD","LU1267930573.SGD","LU1303367103.USD","LU0310800379.SGD","DKS","LU0069063385.USD","LU0128525689.USD","IE00BFXG0V08.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1169106462","title":"異動解讀 | 全年營收指引不及市場預期，On Holding AG盤前大跌7.17%","url":"https://stock-news.laohu8.com/highlight/detail?id=1169106462","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1169106462?lang=zh_tw&edition=fundamental","pubTime":"2026-05-12 21:57","pubTimestamp":1778594253,"startTime":"0","endTime":"0","summary":"瑞士运动品牌On Holding AG（ONON）今日盘前股价大幅下挫7.17%，市场关注度显著提升。消息面上，尽管公司公布的一季度业绩表现强劲，营收与盈利均超出分析师预期，但公司同时给出的全年营收指引为至少35.1亿瑞士法郎，这一数字低于市场普遍预期的35.4亿瑞士法郎。市场认为，这一略显保守的营收展望引发了投资者对公司未来增长潜力的担忧，成为股价承压下跌的核心因素。此前，公司因一季度业绩超预期及上调利润率展望，股价在盘前一度上涨，但全年营收指引公布后，市场情绪迅速转向，导致股价由涨转跌。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["ONON"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634925402","title":"運動服飾品牌On上調2026年利潤預期，因其吸引了更多年輕女性顧客","url":"https://stock-news.laohu8.com/highlight/detail?id=2634925402","media":"路透中文","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2634925402?lang=zh_tw&edition=fundamental","pubTime":"2026-05-12 17:49","pubTimestamp":1778579350,"startTime":"0","endTime":"0","summary":"更新 1-运动服饰品牌On上调2026年利润预期，因其吸引了更多年轻女性顾客On上调年度盈利能力预期，得益于新款运动鞋的销售与赞达亚的合作正吸引更多年轻女性关注该品牌联合首席执行官表示On的客户能够应对高油价在第4段补充股价及销售额增长数据，第9段及图表中补充股价信息，第10段补充消费者评论Helen Reid/Juveria Tabassum路透5月12日 - 运动服饰品牌On周二在第一季度销售额强劲增长后上调了利润率预期。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260512:nL4T41P0WK:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1064131342.USD","BK4534","NKE","IE00BFXG0V08.USD","DKS","LU1267930573.SGD","LU1988902786.USD","LU0052756011.USD","LU0128525689.USD","LU1267930813.SGD","BK4533","LU1267930227.SGD","LU1303367103.USD","LU0128525929.USD","BK4581","LU1804176565.USD","LU0792757196.USD","LU0289961442.SGD","BK4547","LU0289739343.SGD","LU0057025933.USD","ONON","BK4561","LU0889566641.SGD","LU0310800965.SGD","LU2098885051.SGD","LU2264538146.SGD","LU0310800379.SGD","LU0511384066.AUD","LU2265009873.SGD","BK4588","LU0472753341.HKD","BK4585","LU0823411888.USD","LU0708994859.HKD","BK4566","LU0786609619.USD","LU0069063385.USD","LU0029864427.USD","BK4558","IE00BYQQ9H92.USD","BK4200","BK4146"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":4,"pageCount":2,"totalSize":71,"code":"91000000","status":"200"}]}}