Daniel Pronk 对 $NKE 的判断变化

2026-09-15看跌
《Nike Stock Has Collapsed - Is It Finally A Buy?》
回避NKE:其转型面临激烈竞争与执行风险,而24倍往绩市盈率的估值使其吸引力低于市场认知。

Nike 是世界上最强大的品牌之一,从历史上看,它一直是市场上表现最好的股票之一。从 IPO 到 2021 年的峰值,它产生了超过 100,000% 的回报。

Nike is one of the strongest brands in the world and historically it has been one of the best performing stocks on the market. It produced over 100,000% returns from its IPO to its peak in 2021.

然而,该股目前较历史高点已下跌近 80%,而且还在继续下跌。这让许多投资者不禁发问:这只股票是看起来便宜了,还是这家企业真的出了什么问题。

However, it's now down almost 80% from its all-time highs and the stock is continuing to drop. This has led to many investors wondering if the stock is looking cheap or if there is something truly wrong with the business.