以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。

数据新鲜度群聊 07-14 ✓卖方 07-14 ✓Wrap 断档15天 ✕News 07-15 ✓X 断档12天 ✕页面生成 07-15

Nike

56 atoms · 跨 11 天 · 首见 2026-04-15 · 最近 2026-07-02

三色: 🟦 fact 42 · 🟥 take 14 · stance ▲8/▼19/◆12

叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom · 🐦 X 近14d 21

状态只算低频策展源 (群/卖方); X firehose 仅作背景音量

来源: X 56

时态: fresh:51 · aging:5

标签: 好数字:36 · 好信源:25 · 好观点:9 · 好思考:2 · 好问题:1

别名 (合并): NIKE

🟨 AI 综合 · junior analyst 概览

展开 AI 综合 (灰色 · 非市场结论 · 点击数字溯源到原 atom)

model: deepseek-chat · 2026-07-12 · 默认折叠

Nike Q4 营收同比下滑至109.7亿美元，EPS跳升至0.72美元但前瞻指引反而下调 ¹ ¹ ¹。营收已呈右肩下行趋势，且CFO将于8月17日离职 ¹ ¹。UBS认为公司转型停滞、没有理由买入该股 ¹。同时Nike被指错失AI机会，并面临On、Alo等新兴品牌的竞争压力 ¹ ¹。财报不及预期后，有投资者已出售持仓 ¹。股价盘前下跌1.6%，市场围绕营收拐点时机与中国业务停滞等分歧仍在持续 ¹。

💢 核心分歧 (3 轴)

1. 营收拐点时机之争：几季度 vs 远期

*topic: 营收 · 1 bull vs 7 bear*

🟢 bullish 侧:

<a id="atom-1e58d162339b9b43"></a>2026-06-24 X·@wallstengine · 北美营收展望 · 营收
gains in North America offsetting declines in China
tags: 好数字·好信源 · → daily
value: qty=增长 · date=CY26

🔴 bearish 侧:

<a id="atom-ae9f63c5745f6263"></a>2026-06-24 X·@wallstengine · 中国营收展望 · 营收 +同日2条
declines in China
tags: 好数字·好信源 · → daily
value: direction=下降 · date=CY26
<a id="atom-1597fc2dbeaeedbe"></a>2026-06-30 X·@zerohedge ⭐ · Q4 2026 Revenue · 营收/财报
*NIKE 4Q REV. $10.97B VS. $11.10B Y/Y
tags: 好数字·好信源 · → daily
value: qty=$10.97B · date=Q4 2026
<a id="atom-873b4af30b4f6996"></a>2026-06-30 X·@FirstSquawk ⭐ · FY2027营收预期 · 营收 +同日1条
NIKE FORECASTS FISCAL 2027 REVENUE TO DECLINE LOW-TO-MID SINGLE DIGITS, BELOW EXPECTATIONS FOR 0.4% GROWTH
tags: 好数字·好信源 · → daily
value: qty=decline low-to-mid single digits · direction=down · date=FY2027
<a id="atom-4f6f1f5c64ae0116"></a>2026-07-02 X·@ChemStat66667 · 营收趋势 · 营收
売り上げ右肩下がり
tags: 好数字 · → daily
value: direction=下降
📷 原图

展开 1 条中性

<a id="atom-8643033f39de3c0b"></a>2026-06-30 X·@FirstSquawk · Q4 营收 · 营收
NIKE Q4: REVENUE $10.97B (-1.1% Y/Y)
tags: 好数字 · → daily
value: qty=$10.97B · date=Q4

2. 关税成本冲击 vs 退税缓冲

*topic: 关税 · 1 bull vs 1 bear*

🟢 bullish 侧:

<a id="atom-b5b988d8d484195c"></a>2026-06-23 X·@FirstSquawk · Q4业绩将受益于关税退款 · 业绩指引/关税
NIKE SAYS Q4 RESULTS TO BENEFIT FROM TARIFF REFUNDS, WITH UNDERLYING PERFORMANCE TRACKING IN LINE WITH COMPANY GUIDANCE
tags: 好信源 · → daily

🔴 bearish 侧:

<a id="atom-ee6db8534ade98b0"></a>2026-06-30 X·@FirstSquawk · 关税成本压力持续 · 关税
TARIFFS CONTINUE TO BE A COST HEADWIND AND ARE EXPECTED TO REMAIN A CHALLENGE
tags: 好信源 · → daily

3. 估值锚点下修 vs 底部价值显现

*topic: 评级目标价/盈利能力 · 2 bull vs 4 bear*

🟢 bullish 侧:

<a id="atom-9731ec537471dfb0"></a>2026-06-30 X·@zerohedge ⭐ · Q4 2026 EPS · 盈利能力/财报
*NIKE 4Q EPS 72C VS. 14C Y/Y
tags: 好数字·好信源 · → daily
value: qty=72C · date=Q4 2026
<a id="atom-13b10ad46b97c0b4"></a>2026-06-30 X·@FirstSquawk · Q4 毛利率 · 毛利率/盈利能力
NIKE Q4: GROSS MARGIN 49.2% VS 40.3% Y/Y
tags: 好数字·好观点 · → daily
value: qty=49.2% · date=Q4

🔴 bearish 侧:

<a id="atom-7128d76880749518"></a>2026-06-30 X·@FirstSquawk · Greater China Q4 EBIT · 盈利能力
GREATER CHINA EBIT $243M (-20% Y/Y)
tags: 好数字 · → daily
value: qty=$243M · date=Q4
<a id="atom-a48f838fcb916ec9"></a>2026-07-01 X·@FirstSquawk · BofA Global Research 目标价调降 · 评级目标价
BofA Global Research Cuts Nike Price Objective To $47 From $55
tags: 好信源·好数字 · → daily
value: qty=$47 · direction=down · compare=from $55
<a id="atom-80a20898004f1ea9"></a>2026-07-01 X·@zerohedge · UBS认为没有理由买入 · 评级目标价
Nike Turnaround Falters As UBS Says There's No Reason To Buy Stock
tags: 好观点 · → daily
<a id="atom-9b3d7c7466e995e2"></a>2026-07-02 X·@FirstSquawk · Barclays目标价 · 评级目标价
NIKE, INC: BARCLAYS CUTS TARGET PRICE TO $52 FROM $67
tags: 好数字·好信源 · → daily
value: qty=$52 · direction=from $67

展开 3 条中性

<a id="atom-99785fbd78946412"></a>2026-06-24 X·@wallstengine [老化中] · BofA 评级 · 评级目标价
BofA Reiterates Neutral Rating on $NKE, PT $55
tags: 好观点 · → daily
value: qty=Neutral · date=2026-06-24

📊 程序化变化 (近 7 天)

已过期 forecast: 1 条

展开过期列表

[已过期] FY2027 · FY2027营收预期
NIKE FORECASTS FISCAL 2027 REVENUE TO DECLINE LOW-TO-MID SINGLE DIGITS, BELOW EXPECTATIONS FOR 0.4% GROWTH

🟦 客观事实 (facts) (19)

<a id="atom-1941b0d23067d36c"></a>🟦 2026-07-01 X·@zerohedge ⭐ · revenue guidance lowered for next two quarters · 业绩指引
the sneaker company said on its conference call revenue expectations for the next two quarters are now seen down low-to-mid single digits from down low single digits earlier.
tags: 好数字·好信源 · → daily
value: direction=down low-to-mid single digits
<a id="atom-9731ec537471dfb0"></a>🟦 2026-06-30 X·@zerohedge ⭐ · Q4 2026 EPS · 盈利能力/财报
*NIKE 4Q EPS 72C VS. 14C Y/Y
tags: 好数字·好信源 · → daily
value: qty=72C · date=Q4 2026
<a id="atom-1597fc2dbeaeedbe"></a>🟦 2026-06-30 X·@zerohedge ⭐ · Q4 2026 Revenue · 营收/财报
*NIKE 4Q REV. $10.97B VS. $11.10B Y/Y
tags: 好数字·好信源 · → daily
value: qty=$10.97B · date=Q4 2026
<a id="atom-e2a0610c0ebab15f"></a>🟦 2026-06-30 X·@zerohedge ⭐ · Q4 2026 Gross Margin · 毛利率/财报
*NIKE 4Q GROSS MARGIN 49.2% VS. 40.3% Y/Y
tags: 好数字·好信源 · → daily
value: qty=49.2% · date=Q4 2026
<a id="atom-3f24e56711772e06"></a>🟦 2026-07-01 X·@zerohedge · premarket share price change · 价格动态
Nike shares fall 1.6% in premarket trading
tags: 好数字 · → daily
value: qty=-1.6% · date=2026-07-01 premarket
<a id="atom-1e1db78cfe06f9ae"></a>🟦 2026-07-02 X·@Alisvolatprop12 · 出售了持仓 · 仓位调整
전날 실적이 다시 한 번 부진한 수준에 그치자 1일 나이키 보유 지분을 매도했다
tags: 好数字 · → daily
<a id="atom-4f6f1f5c64ae0116"></a>🟦 2026-07-02 X·@ChemStat66667 · 营收趋势 · 营收
売り上げ右肩下がり
tags: 好数字 · → daily
value: direction=下降
📷 原图
<a id="atom-d0095e163ad0ec65"></a>🟦 2026-06-23 X·@TheTranscript_ · CFO step down date · 人事变动
Matthew Friend steps down August 17
tags: 好数字 · → daily
value: date=2026-08-17
📷 原图
<a id="atom-7729dd1207017977"></a>🟦 2026-06-23 X·@TheTranscript_ · Q4 FY26 tariff refund benefit · 关税
Q4 FY26 gets a one-time tariff refund benefit
tags: 好数字 · → daily
📷 原图
<a id="atom-4fc78dba6df59c96"></a>🟦 2026-06-23 X·@TheTranscript_ · Q4 FY26 results ex-benefit · 业绩指引
results ex-benefit broadly in line with prior guidance
tags: 好数字 · → daily
📷 原图
<a id="atom-1e2e454047243e34"></a>🟦 2026-06-23 X·@TheTranscript_ · after-hours price change · 价格动态
$NKE: +2% AH
tags: 好数字 · → daily
value: qty=+2% · direction=up
📷 原图
<a id="atom-eceaa53eae9d6635"></a>🟦 2026-06-15 X·@typesfaster · 当前股价 · 价格动态
当前股价: 44.93 USD
tags: 好数字 · → daily
value: qty=44.93 USD
[图: 谷歌搜索显示的耐克（Nike Inc）股票价格走势图及相关财务指标 — 当前股价: 44.93 USD; 市值 (Mkt cap): 66.54B; 市盈率 (P/E ratio): 29.56; 52周价格区间: 41.35 - 80.16; 2026 Q3 营收: 11.28B]
📷 原图
<a id="atom-b9f3ded6787c2ac6"></a>🟦 2026-06-15 X·@typesfaster · 市值 · 价格动态
市值 (Mkt cap): 66.54B
tags: 好数字 · → daily
value: qty=66.54B
[图: 谷歌搜索显示的耐克（Nike Inc）股票价格走势图及相关财务指标 — 当前股价: 44.93 USD; 市值 (Mkt cap): 66.54B; 市盈率 (P/E ratio): 29.56; 52周价格区间: 41.35 - 80.16; 2026 Q3 营收: 11.28B]
📷 原图
<a id="atom-35f6b16aff2c6852"></a>🟦 2026-06-15 X·@typesfaster · 市盈率 · 盈利能力
市盈率 (P/E ratio): 29.56
tags: 好数字 · → daily
value: qty=29.56
[图: 谷歌搜索显示的耐克（Nike Inc）股票价格走势图及相关财务指标 — 当前股价: 44.93 USD; 市值 (Mkt cap): 66.54B; 市盈率 (P/E ratio): 29.56; 52周价格区间: 41.35 - 80.16; 2026 Q3 营收: 11.28B]
📷 原图
<a id="atom-7a40402310ea48b3"></a>🟦 2026-06-15 X·@typesfaster · 52周股价区间 · 价格动态
52周价格区间: 41.35 - 80.16
tags: 好数字 · → daily
value: qty=41.35 - 80.16
[图: 谷歌搜索显示的耐克（Nike Inc）股票价格走势图及相关财务指标 — 当前股价: 44.93 USD; 市值 (Mkt cap): 66.54B; 市盈率 (P/E ratio): 29.56; 52周价格区间: 41.35 - 80.16; 2026 Q3 营收: 11.28B]
📷 原图
<a id="atom-ae63676a9b497883"></a>🟦 2026-06-15 X·@typesfaster · 2026 Q3 营收 · 营收
2026 Q3 营收: 11.28B
tags: 好数字 · → daily
value: qty=11.28B · date=2026 Q3
[图: 谷歌搜索显示的耐克（Nike Inc）股票价格走势图及相关财务指标 — 当前股价: 44.93 USD; 市值 (Mkt cap): 66.54B; 市盈率 (P/E ratio): 29.56; 52周价格区间: 41.35 - 80.16; 2026 Q3 营收: 11.28B]
📷 原图
<a id="atom-0a14f86f06e1b7f6"></a>🟦 2026-04-24 X·@Chaimeisenberg · 裁员人数 · 人事变动
Nike is cutting about 1,400 jobs, or roughly 2% of its global workforce, in its second layoff round this year
tags: 好数字 · → daily
value: qty=约1400 · date=2026
<a id="atom-af9099b3186ff32f"></a>🟦 2026-04-15 X·@TrungTPhan · YTD 跌幅 · 价格动态
Nike — which is down 28% YTD
tags: 好数字 · → daily
value: qty=-28% · date=2026-04-15
<a id="atom-dcc2f089d744862f"></a>🟦 2026-06-23 X·@TheTranscript_ · CFO replacement · 人事变动
former Pfizer, Lowe’s and CVS CFO David Denton takes over
tags: 好观点 · → daily
📷 原图

🟥 空头 takes (bearish) (3)

<a id="atom-80a20898004f1ea9"></a>🟥 2026-07-01 X·@zerohedge · UBS认为没有理由买入 · 评级目标价
Nike Turnaround Falters As UBS Says There's No Reason To Buy Stock
tags: 好观点 · → daily
<a id="atom-7c9033c72b508ca7"></a>🟥 2026-04-15 X·@TrungTPhan [老化中] · AI 机会把握 · 技术路线
Nike fumbling the AI opportunity
tags: 好观点 · → daily
<a id="atom-bfe311c86a22996a"></a>🟥 2026-06-15 X·@typesfaster · 面临竞争 · 竞争格局
What happened to Nike - competition from On/Alo/etc?
tags: 好问题 · → daily
[图: 谷歌搜索显示的耐克（Nike Inc）股票价格走势图及相关财务指标 — 当前股价: 44.93 USD; 市值 (Mkt cap): 66.54B; 市盈率 (P/E ratio): 29.56; 52周价格区间: 41.35 - 80.16; 2026 Q3 营收: 11.28B]
📷 原图

🟦 新闻流 (squawk · 32)

展开新闻流 (FirstSquawk / financialjuice / wallstengine / DeItaone — 快讯, 非原创 take)

<a id="atom-9b3d7c7466e995e2"></a>🟥 2026-07-02 X·@FirstSquawk · Barclays目标价 · 评级目标价
NIKE, INC: BARCLAYS CUTS TARGET PRICE TO $52 FROM $67
tags: 好数字·好信源 · → daily
value: qty=$52 · direction=from $67
<a id="atom-a48f838fcb916ec9"></a>🟥 2026-07-01 X·@FirstSquawk · BofA Global Research 目标价调降 · 评级目标价
BofA Global Research Cuts Nike Price Objective To $47 From $55
tags: 好信源·好数字 · → daily
value: qty=$47 · direction=down · compare=from $55
<a id="atom-8643033f39de3c0b"></a>🟦 2026-06-30 X·@FirstSquawk · Q4 营收 · 营收
NIKE Q4: REVENUE $10.97B (-1.1% Y/Y)
tags: 好数字 · → daily
value: qty=$10.97B · date=Q4
<a id="atom-13b10ad46b97c0b4"></a>🟦 2026-06-30 X·@FirstSquawk · Q4 毛利率 · 毛利率/盈利能力
NIKE Q4: GROSS MARGIN 49.2% VS 40.3% Y/Y
tags: 好数字·好观点 · → daily
value: qty=49.2% · date=Q4
<a id="atom-231c5b6d3f259e81"></a>🟦 2026-06-30 X·@FirstSquawk · Q4 存货 · 库存
NIKE Q4: INVENTORY $7.50B (+0.2% Y/Y)
tags: 好数字 · → daily
value: qty=$7.50B · date=Q4
<a id="atom-7128d76880749518"></a>🟦 2026-06-30 X·@FirstSquawk · Greater China Q4 EBIT · 盈利能力
GREATER CHINA EBIT $243M (-20% Y/Y)
tags: 好数字 · → daily
value: qty=$243M · date=Q4
<a id="atom-46f73738ce8c1e8c"></a>🟦 2026-06-30 X·@FirstSquawk · CEO陈述:需求减弱 · 订单需求
NIKE CEO SAYS THE COMPANY IS SEEING WEAKER STORE TRAFFIC AND SOFTER DISCRETIONARY SPENDING ACROSS GLOBAL MARKETS
tags: 好信源 · → daily
<a id="atom-467ea07f1aa92231"></a>🟦 2026-06-30 X·@FirstSquawk · Cfo陈述:全球运动服饰市场承压 · 竞争格局
CFO SAYS THE GLOBAL SPORTSWEAR MARKET REMAINS UNDER PRESSURE, WITH OPERATING CONDITIONS WORSENING THROUGH Q4
tags: 好信源 · → daily
<a id="atom-ee6db8534ade98b0"></a>🟦 2026-06-30 X·@FirstSquawk · 关税成本压力持续 · 关税
TARIFFS CONTINUE TO BE A COST HEADWIND AND ARE EXPECTED TO REMAIN A CHALLENGE
tags: 好信源 · → daily
<a id="atom-f40a89f4792aa276"></a>🟦 2026-06-30 X·@FirstSquawk · 展望:经营环境未来六个月不会改善 · 业绩指引
NIKE DOES NOT EXPECT THE OPERATING ENVIRONMENT TO IMPROVE OVER THE NEXT SIX MONTHS
tags: 好信源·好观点 · → daily
value: date=next 6 months
<a id="atom-873b4af30b4f6996"></a>🟦 2026-06-30 X·@FirstSquawk ⭐ · FY2027营收预期 · 营收
NIKE FORECASTS FISCAL 2027 REVENUE TO DECLINE LOW-TO-MID SINGLE DIGITS, BELOW EXPECTATIONS FOR 0.4% GROWTH
tags: 好数字·好信源 · → daily
value: qty=decline low-to-mid single digits · direction=down · date=FY2027
<a id="atom-ef5c61d2e71dccc5"></a>🟦 2026-06-30 X·@FirstSquawk ⭐ · Q1营收预期 · 营收
Q1 REVENUE IS ALSO EXPECTED TO FALL LOW-TO-MID SINGLE DIGITS
tags: 好数字·好信源 · → daily
value: qty=decline low-to-mid single digits · direction=down · date=Q1
<a id="atom-1cfc8affd8ba7663"></a>🟦 2026-06-30 X·@FirstSquawk ⭐ · Q1毛利率预期 · 毛利率
NIKE EXPECTS Q1 GROSS MARGIN TO BE SLIGHTLY POSITIVE
tags: 好数字·好信源 · → daily
value: direction=up · qty=slightly positive · date=Q1
<a id="atom-99785fbd78946412"></a>🟥 2026-06-24 X·@wallstengine [老化中] · BofA 评级 · 评级目标价
BofA Reiterates Neutral Rating on $NKE, PT $55
tags: 好观点 · → daily
value: qty=Neutral · date=2026-06-24
<a id="atom-7ae1f8939676feb3"></a>🟥 2026-06-24 X·@wallstengine [老化中] · BofA 目标价 · 评级目标价
PT $55
tags: 好数字 · → daily
value: qty=$55 · date=2026-06-24
<a id="atom-a2a8159c3d072db5"></a>🟥 2026-06-24 X·@wallstengine · FY27 业绩指引预期 · 业绩指引
We don’t expect Nike to give FY27 guidance
tags: 好观点 · → daily
value: qty=不提供
<a id="atom-54415e99261d43e0"></a>🟦 2026-06-24 X·@wallstengine · CY26 营收指引 · 营收
Nike already guided sales down low-single digits for CY26
tags: 好数字·好信源 · → daily
value: qty=低个位数下降 · date=CY26
<a id="atom-1e58d162339b9b43"></a>🟦 2026-06-24 X·@wallstengine · 北美营收展望 · 营收
gains in North America offsetting declines in China
tags: 好数字·好信源 · → daily
value: qty=增长 · date=CY26
<a id="atom-ae9f63c5745f6263"></a>🟦 2026-06-24 X·@wallstengine · 中国营收展望 · 营收
declines in China
tags: 好数字·好信源 · → daily
value: direction=下降 · date=CY26
<a id="atom-9d481a21280a5698"></a>🟦 2026-06-24 X·@wallstengine · 毛利率扩张预测 · 毛利率
gross margin expansion beginning in 2Q
tags: 好数字·好信源 · → daily
value: qty=开始扩张 · date=2Q CY26
<a id="atom-23fca8d32e252d0e"></a>🟥 2026-06-24 X·@wallstengine · BofA 4Q EPS 预测 · 盈利能力
We model 4Q EPS of $0.11, in line with consensus
tags: 好数字 · → daily
value: qty=$0.11 · date=4Q FY26
<a id="atom-602b9e63db24cbfd"></a>🟥 2026-06-24 X·@wallstengine · BofA 4Q 营收预测 · 营收
We model 4Q EPS of $0.11, in line with consensus, based on sales declining 3% (guidance of -2% to -4%)
tags: 好数字 · → daily
value: qty=下降3% · date=4Q FY26
<a id="atom-7c482a69396beef4"></a>🟦 2026-06-24 X·@wallstengine · 4Q 营收指引 · 营收
sales declining 3% (guidance of -2% to -4%)
tags: 好数字·好信源 · → daily
value: qty=-2% to -4% · date=4Q FY26
<a id="atom-f27aabf8cc258eb6"></a>🟦 2026-06-24 X·@wallstengine · 4Q 关税退税一次性收益 · 盈利能力
Fourth-quarter results will include a one-time benefit from tariff refunds that was not included in prior guidance
tags: 好数字·好信源 · → daily
value: qty=有 · date=4Q FY26
<a id="atom-926bba6717a95a70"></a>🟦 2026-06-24 X·@wallstengine · 新任CFO · 人事变动
Nike announced that David Denton will join as CFO effective August 17
tags: 好信源 · → daily
value: qty=David Denton · date=2026-08-17
<a id="atom-ad765e587647b133"></a>🟦 2026-06-24 X·@wallstengine · 前CFO卸任 · 人事变动
Matt Friend will step down at the time of Denton’s appointment
tags: 好信源 · → daily
value: qty=Matt Friend · date=2026-08-17
<a id="atom-016d947caee342bc"></a>🟥 2026-06-24 X·@wallstengine · BofA 长期路线图预期 · 路线图
We expect Nike to provide a longer-term roadmap at its Fall Investor Day, unless it is pushed due to the CFO change
tags: 好观点 · → daily
value: qty=Fall Investor Day
<a id="atom-54a62dc53f4abd94"></a>🟥 2026-06-24 X·@wallstengine · BofA 销售拐点判断 · 营收
the sales inflection is several quarters away
tags: 好观点 · → daily
value: qty=several quarters away
<a id="atom-51b439a4c6ede42a"></a>🟦 2026-06-23 X·@FirstSquawk · 任命新CFO · 人事变动
NIKE NAMES DAVID DENTON AS NEW CFO; MATTHEW FRIEND TO STEP DOWN IN SEPTEMBER
tags: 好信源 · → daily
value: date=2026-09
<a id="atom-b5b988d8d484195c"></a>🟦 2026-06-23 X·@FirstSquawk · Q4业绩将受益于关税退款 · 业绩指引/关税
NIKE SAYS Q4 RESULTS TO BENEFIT FROM TARIFF REFUNDS, WITH UNDERLYING PERFORMANCE TRACKING IN LINE WITH COMPANY GUIDANCE
tags: 好信源 · → daily
<a id="atom-c64f24d18f7e8a2b"></a>🟦 2026-06-23 X·@FirstSquawk · Q4基础表现符合公司指引 · 业绩指引
NIKE SAYS Q4 RESULTS TO BENEFIT FROM TARIFF REFUNDS, WITH UNDERLYING PERFORMANCE TRACKING IN LINE WITH COMPANY GUIDANCE
tags: 好信源 · → daily
<a id="atom-385250366acd1204"></a>🟦 2026-05-19 X·@FirstSquawk · digital marketplace expansion with AI-powered shopping experience · 产品发布/合作客户
NIKE SAYS IT IS EXPANDING ITS DIGITAL MARKETPLACE WITH A NEW AI-POWERED SHOPPING EXPERIENCE, ALLOWING U.S. CONSUMERS TO DISCOVER AND BUY NIKE PRODUCTS DIRECTLY THROUGH GEMINI AND GOOGLE SEARCH AI MODE, WITH MULTI-ITEM CART SUPPORT LAUNCHING IN EARLY JUNE
tags: 好信源 · → daily

⏱ 时间轴 (近 20)

🟥 2026-07-02 · narrative · Barclays目标价 · → daily
🟦 2026-07-02 · fact · 出售了持仓 · → daily
🟦 2026-07-02 · fact · 营收趋势 · → daily
🟥 2026-07-01 · narrative · BofA Global Research 目标价调降 · → daily
🟥 2026-07-01 · narrative · UBS认为没有理由买入 · → daily
🟦 2026-07-01 · fact · revenue guidance lowered for next two quarters · → daily
🟦 2026-07-01 · fact · premarket share price change · → daily
🟦 2026-06-30 · fact · Q4 2026 EPS · → daily
🟦 2026-06-30 · fact · Q4 2026 Revenue · → daily
🟦 2026-06-30 · fact · Q4 2026 Gross Margin · → daily
🟦 2026-06-30 · fact · Q4 营收 · → daily
🟦 2026-06-30 · fact · Q4 毛利率 · → daily
🟦 2026-06-30 · fact · Q4 存货 · → daily
🟦 2026-06-30 · fact · Greater China Q4 EBIT · → daily
🟦 2026-06-30 · fact · CEO陈述:需求减弱 · → daily
🟦 2026-06-30 · fact · Cfo陈述:全球运动服饰市场承压 · → daily
🟦 2026-06-30 · fact · 关税成本压力持续 · → daily
🟦 2026-06-30 · forecast · 展望:经营环境未来六个月不会改善 · → daily
🟦 2026-06-30 · forecast · FY2027营收预期 · → daily
🟦 2026-06-30 · forecast · Q1营收预期 · → daily

← 实体目录 · 系统日志