Rich Habits 对 $NKE 的判断变化

频道资料 →本频道有 3 位标注的说话人:Andy Jassy、Wall Street、Wall Street favorites.com / 'We both'共 1 条
2026-09-18看涨
《AI Safety Fears, Fed Rate Hikes, & Airbnb's $250M Housing Fund》
因跑步社群中的品牌复苏以及Alexandre Arnault进入董事会的战略任命而逐步买入NKE;该股较高点下跌78%,但基本面(每股现金流超过9美元)支撑长期押注。

Austin,我当时坦率地谈到,在经历了很长一段时间的停手之后,我正逐步重新投资耐克股票,因为我认为他们已经在某种程度上走出了那些有争议的公告和其他事情。

Austin, I was speaking frankly about my gradual return to investing in Nike stock after a very long hiatus , because I think they've kind of moved past all those controversial announcements and other things.

我看到耐克品牌在跑者和运动爱好者中强劲回归。Jordan品牌刚刚宣布推出其新的健身器材系列。因此,“Jordan”品牌与“Nike Strength”合作,推出了一整套面向家庭和商业用途的力量训练器材。

I see a strong comeback for the Nike brand among runners and exercise enthusiasts . The Jordan brand has just announced the launch of its new range of gym equipment. Therefore , the "Jordan" brand collaborated with "Nike Strength" to launch a complete line of strength training equipment for home and commercial use.