耐克(NKE)今日盘前股价大跌10.45%，引发市场广泛关注。
消息面上，耐克最新公布的2026财年第二季度财报显示，净利润同比暴跌32%至7.92亿美元，主要受北美关税成本上升及库存清理影响，毛利率下降300个基点至40.6%。此外，大中华区营收同比下降17%，息税前利润缩水49%，显示该市场复苏仍未见起色。
公司管理层称复苏处于“中局阶段”，但投资者对进展缓慢表示担忧。耐克预计第三财季营收将出现低个位数下降，进一步加剧了市场对其短期表现的悲观情绪。
耐克(NKE)今日盘前股价大跌10.45%，引发市场广泛关注。
消息面上，耐克最新公布的2026财年第二季度财报显示，净利润同比暴跌32%至7.92亿美元，主要受北美关税成本上升及库存清理影响，毛利率下降300个基点至40.6%。此外，大中华区营收同比下降17%，息税前利润缩水49%，显示该市场复苏仍未见起色。
公司管理层称复苏处于“中局阶段”，但投资者对进展缓慢表示担忧。耐克预计第三财季营收将出现低个位数下降，进一步加剧了市场对其短期表现的悲观情绪。
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