编者按:近期,麦格理发布研究报告指出,随着耐克在中国持续调整,安踏体育整体有望获得市场份额增长。报告主要内容如下:耐克管理层预计 2026 财年第一季度营收降幅将收窄至中等个位数水平,而 2025 财年第四季度同比降幅为 11%。在我们看来,对美国终端市场敞口较大的原始设备制造商可能更多地受到关税负担分摊的影响。随着耐克在中国持续调整,安踏体育整体有望获得市场份额增长。滔搏可能会从耐克获得更多支持...
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