美银将NKE下调至跑输大盘（目标价30美元），理由是截至FY2027销售为负、且要到FY2028才会复苏；说话者认为最终会实现转型，但耐心正在耗尽。
逐段跳播
我们来谈谈Nike。我今天在地铁上自己做了一项调查。Nike的鞋子比其他运动鞋更受欢迎。我留意了OnCloud、Adidas和Puma的鞋子，我喜欢在地铁上做这种调查，看看人们穿什么，而Nike出现得最多。
Let's talk about Nike. I conducted my own poll on the subway today. Nike shoes were more popular than other sports shoes. I looked for OnCloud, Adidas and Puma shoes, and I like to conduct this survey on the subway to see what people are wearing, and Nike was the most present.
但让我们谈谈这只股票。就这家运动服装制造商而言，你可能需要自己开始做一项“Nicole”调查。听着，Nike现在又收到一次评级下调，股价下跌超过1%，目前约为1.5%。
But let's talk about the stock. You might need to start your own "Nicole" survey when it comes to this sportswear manufacturer. Listen, Nike is receiving another rating downgrade now, and the stock is down more than 1%, around 1.5% currently.
美国银行将该股评级从“中性”下调至“跑输大盘”。他们已将目标价下调至30美元。这较47美元的水平大幅下降。因此，这表明股价将从当前水平进一步下跌。
Bank of America downgraded the stock's rating to " underperform" from "neutral" . They have lowered their price target to $30. This is a significant drop from the $47 level. So, this indicates a further decline from current levels.
他们认为，销售的实质性复苏可能要到2028年，即2028财年才会出现。请记住，在今天之前，Nike的股价今年已经下跌超过40%。因此，这显然是非常糟糕的表现。
They believe that a tangible recovery in sales may not occur until 2028 , i.e., fiscal year 2028. Keep in mind that Nike's stock has already fallen by more than 40% this year before today.
Therefore, it is clearly a very poor performance .
美国银行现在预计Nike的销售在2027财年之前将保持负增长。他们已下调了2027和2028财年的盈利预期。但我仍然是Nike的粉丝。我能看到他们的转型最终会发生，但耐心正在耗尽。
Bank of America now expects Nike sales to remain negative until fiscal year 2027. They have lowered their earnings estimates for fiscal years 2027 and 2028. But I'm still, you know, a Nike fan.
I can see their transformation eventually happening, but patience is running out.
是的，是10多年来的最低水平。这让情况变得更糟。
Yes, the lowest levels in more than 10 years. This makes matters worse .
这个频道对 $NKE 的历次判断
Schwab Network 在这只股票上只有这一条判断。