花旗发表报告，将耐克第二季每股盈利胜市场预期，归因于北美销售更强劲以及销售及行政费用降低。隐含的第三季每股盈利指引为0.15至0.25美元，远低于市场预期的0.46美元，主要因中国市场和匡威品牌显著疲弱，以及关税压力。管理层预计第二季中国市场的疲软(销售下降16%、EBIT下降49%)情况将在2026财年剩余时间持续，因为他们需时重塑市场定位。因此，该行对2027财年的复苏保持谨慎态度，预测每股盈利预测为2.16美元，对比市场预期2.62美元，并突显耐克正在进行的转型复苏相当复杂；目标价由70美元降至65美元，评级“中性”。
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