花旗发表研究报告指,Nike(NKE.US) 公布首个全年2027财年指引,预期收入跌高个位数、经调整每股盈利1.15至1.35美元,远低于市场预期的1.63美元,并继续削减Sportswear、Jordan及大中华区至2028财年的供应。该行认为Nike对申洲国际(02313.HK) 的2027年订单未见回升,因品牌将持续向供应商去库存,Nike偏淡指引料令申洲近期股价受压。该行预期,Nike...
Source Link花旗发表研究报告指,Nike(NKE.US) 公布首个全年2027财年指引,预期收入跌高个位数、经调整每股盈利1.15至1.35美元,远低于市场预期的1.63美元,并继续削减Sportswear、Jordan及大中华区至2028财年的供应。该行认为Nike对申洲国际(02313.HK) 的2027年订单未见回升,因品牌将持续向供应商去库存,Nike偏淡指引料令申洲近期股价受压。该行预期,Nike...
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