券商观点：耐克展现出初步进展，但复苏之路仍遥遥无期

路透中文

Jul 01

BUZZ-券商观点：耐克展现出初步进展，但复苏之路仍遥遥无期

7月1日 - ** 耐克 NKE.N 周二表示 (link)，首席执行官埃利奥特·希尔（Elliott Hill）的扭亏为盈战略仍面临诸多障碍，因为中国市场的持续疲软和谨慎的展望，掩盖了第四季度营收略超预期的喜人表现

** 盘前股价下跌3.8%，报39.60美元

“曲棍球杆式反弹”难以站得住脚

** 杰富瑞（Jefferies）(维持“买入”评级，目标价：90美元) 表示，北美市场的强劲势头以及批发销售的回升表明埃利奥特·希尔的战略开始见效，但中国市场的持续疲软和直销业务仍令人担忧** “我们意识到这需要时间，但相信已经触底，”杰富瑞表示

** 派杰 (Piper Sandler)(“中性”，目标价：45 美元) 指出，乔丹品牌和运动服饰(占耐克 $(NKE)$ 销售额的一半)，预计在 2027 财年仍将处于负增长状态；同时，春季需求疲软以及世界杯后 6 月的增长势头可能减弱，使得“曲棍球杆式”复苏难以成立

** BTIG(评级为“买入”，目标价：55美元) 表示：“尽管市场环境依然动荡，且营收复苏转向正增长所需时间较长，但我们对当前为提升息税前利润率（EBIT）及增加经营现金流所采取的措施仍充满信心”

** 晨星(公允价值：97美元) 指出，转型进展虽被短期挑战所掩盖，但随着产品推出和利润率提升，2027年形势应会更加明朗

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</p>\n<p class=\"h-time\">2026-07-01 16:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BUZZ-券商观点：耐克展现出初步进展，但复苏之路仍遥遥无期</title></head><body><p>\n<span>7月1日</span><span> - </span>** 耐克 <span>NKE.N</span> 周二表示 (<span>link</span>)，首席执行官埃利奥特·希尔（Elliott Hill）的扭亏为盈战略仍面临诸多障碍，因为中国市场的持续疲软和谨慎的展望，掩盖了第四季度营收略超预期的喜人表现</p><p>** 盘前股价下跌3.8%，报39.60美元</p><p>“曲棍球杆式反弹”难以站得住脚</p><p>** <a href=\"https://laohu8.com/S/JEF\">杰富瑞</a>（Jefferies）(维持“买入”评级，目标价：90美元) 表示，北美市场的强劲势头以及批发销售的回升表明埃利奥特·希尔的战略开始见效，但中国市场的持续疲软和直销业务仍令人担忧** “我们意识到这需要时间，但相信已经触底，”杰富瑞表示</p><p>** 派杰 (Piper Sandler)(“中性”，目标价：45 美元) 指出，乔丹品牌和运动服饰(占耐克 <a href=\"https://laohu8.com/S/NKE\">$(NKE)$</a> 销售额的一半)，预计在 2027 财年仍将处于负增长状态；同时，春季需求疲软以及世界杯后 6 月的增长势头可能减弱，使得“曲棍球杆式”复苏难以成立</p><p>** BTIG(评级为“买入”，目标价：55美元) 表示：“尽管市场环境依然动荡，且营收复苏转向正增长所需时间较长，但我们对当前为提升息税前利润率（EBIT）及增加经营现金流所采取的措施仍充满信心”</p><p>** 晨星(公允价值：97美元) 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杰富瑞（Jefferies）(维持“买入”评级，目标","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","NKE":"耐克","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","BK4558":"双十一","BK4566":"资本集团","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc 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