耐克目前价格便宜;但由于时尚趋势波动,价格可能进一步下跌。
逐段跳播
我们最近讨论了运动服装行业,研究了耐克、Lululemon和On,并得出结论:最终一切都归结于客户偏好,当年什么会流行,什么会增长,什么不会增长,这非常非常难以预测。某一年某样东西流行,第二年又是另一样东西。
We recently discussed the sportswear industry, looked at Nike, Lululemon, and On, and concluded that ultimately it comes down to customer preferences first, what will be popular that year, what will grow, and what won't grow, and that's very, very difficult to predict. Something is popular one year, and something else the next year.
问题是,人们买入那些受欢迎的股票,然后当趋势改变时,他们对耐克下跌75%或Lululemon下跌80%感到惊讶。
The problem is that people buy those popular stocks, and then they are surprised when stocks like Nike drop by 75% or Lululemon by 80% when the trend changes.
现在,我们讨论了耐克公司。你也可以在下方描述中的链接观看那个视频。我看着它说:“现在它便宜了。会有人接手的。会发生一些事情,仅此而已。”但是,这总是关乎时尚。价格甚至可能进一步下跌,取决于多变的时尚趋势会发生什么。
Now, we discussed the Nike company. So, you can also watch that video at the link in the description below. And I look at it and say, "Now it's cheap. Someone will take it. Something will happen, and that's all there is to it. " But, it's always about fashion. The price could drop even further, depending on what happens with the volatile fashion trends.
这个频道对 $NKE 的历次判断
Value Investing with Sven Carlin, Ph.D. 在这只股票上共 3 条判断,这里只列相邻的几条。