8月4日，耐克盘中下跌3.03%，报41.31美元/股，成交额5468.65万美元。消息面上，摩根大通将耐克评级从"中性"下调至"减持"，目标价从47美元降至40美元，直接触发市场抛压。
此次评级下调的背景是，耐克近期宣布自明年1月起全面终止中国市场数千家线上第三方经销商的销售授权，仅保留天猫、京东、抖音官方旗舰店及自有渠道。此前花旗称该策略"极端且冒险"，法国巴黎银行分析师亦将其定义为"战略失误"。耐克过去一年股价已累计下跌约44%，中国区连续两年销售下滑的困境仍未扭转，FactSet统计显示分析师对其平均评级为"持有"，均价目标49.71美元。
（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。）
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