周一盘中，运动服饰巨头耐克（Nike，股票代码：NKE）股价大幅上涨7.89%，引发市场广泛关注。此次股价飙升主要受益于中美贸易关系的积极进展。
根据最新消息，中美两国已就关税问题达成初步协议，同意暂时取消大部分互征关税，为期90天。根据协议内容，美国将在5月14日前把对中国商品的关税从145%临时下调至30%，中国也将对美国进口商品的关税从125%降至10%。这一举措标志着全球两大经济体之间的贸易紧张局势显著缓和，对包括耐克在内的众多消费品牌带来利好。
投资银行杰富瑞（Jefferies）分析师兰德尔·科尼克（Randal Konik）在最新报告中特别提到了耐克，认为投资者长期持有耐克股票有望获利。科尼克指出，尽管耐克面临一定程度的对华关税压力，但凭借其庞大的企业规模，能够有效缓冲冲击。在为期90天的关税暂停期内，随着贸易谈判推进，耐克有望迎来显著的成本下降。值得注意的是，此前耐克等多数企业都已按照145%的关税税率制定经营计划，关税的大幅下调无疑将极大改善其经营环境。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.