文｜叶乐 黄杨璐 张舒怡1）Nike FY26Q2收入持平，指引FY26Q3低单位数下降。Nike FY26Q2（截至2025.11.30）营收同比+0.6%/固定汇率下持平，其中Nike品牌在北美、EMEA、大中华区、APLM地区收入分别同比+9%、-1%、-16%、-4%，Converse品牌-31%，公司认为目前的转型进入“中局”，北美地区引领复苏，指引FY26Q3收入低单位数下降。2）本周...
Source Link文｜叶乐 黄杨璐 张舒怡1）Nike FY26Q2收入持平，指引FY26Q3低单位数下降。Nike FY26Q2（截至2025.11.30）营收同比+0.6%/固定汇率下持平，其中Nike品牌在北美、EMEA、大中华区、APLM地区收入分别同比+9%、-1%、-16%、-4%，Converse品牌-31%，公司认为目前的转型进入“中局”，北美地区引领复苏，指引FY26Q3收入低单位数下降。2）本周...
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