耐克（Nike）股价在盘前交易中大涨5.15%，主要受到公司发布的2026财年第一季度财报超出市场预期的推动。该公司在新任首席执行官Elliott Hill的领导下，转型战略初步显现成效，尽管面临诸多挑战。
财报显示，耐克第一季度营收达117.2亿美元，同比增长1.1%，超出分析师预期的110亿美元。每股收益为0.49美元，虽低于去年同期的0.70美元，但仍好于市场预期。值得注意的是，耐克的跑步业务表现强劲，同比增长20%，批发业务也出现复苏迹象，同比增长7%。
然而，耐克仍面临诸多挑战。大中华区市场持续疲软，公司称面临"结构性挑战"。此外，关税影响加剧，预计将给公司带来约15亿美元的冲击，高于此前预期的10亿美元。尽管如此，投资者似乎对耐克在困境中展现的韧性以及新CEO推动的转型战略表示认可，推动股价大幅上涨。
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