大行评级丨小摩:下调耐克目标价至47美元,评级降至“减持”

格隆汇
Aug 04
摩根大通将耐克的评级从“中性”下调至“减持”,并将目标价下调15%至47美元。该行指,“Win Now”计划带来的财务逆风将持续至2028财年,并导致实现营收增长拐点以及恢复两位数营业利润率的时间线被拉长。

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