[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-nike-just-hit-a-12-year-low-wall-street-cant-agree-on-what-its-worth-ZH":150},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[],{"post":151,"seo":187,"relatedPosts":194,"suggestedPosts":274},{"id":152,"title":153,"date":154,"modified":155,"excerpt":156,"content":157,"wordCount":158,"lang":159,"uri":160,"slug":161,"cloudinaryAssetId":162,"featuredImageOriginalUrl":163,"featuredImageMetadata":164,"author":167,"editor":173,"categories":178,"relatedPosts":184,"seo":185},128715,"Nike股价创12年新低，华尔街对其估值分歧加剧","2026-09-04T16:00:00","2026-09-04T16:14:22","\u003Cp>摩根大通刚刚将耐克的目标价定为40美元。华尔街的共识目标价接近50美元，而TIKR模型则指向未来几年内达到78美元。随着股价接近12年低点，以下是分歧的真正所在。\u003C\u002Fp>","\u003Ch3 id=\"h-k-ey-stats-for-nike-stock\" class=\"wp-block-heading\">\u003Cstrong>耐克股票关键数据\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>当前价格：\u003C\u002Fstrong> $38.77\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>目标价（中值）：\u003C\u002Fstrong> ~$78\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>华尔街目标价：\u003C\u002Fstrong> ~$50\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>潜在总回报率：\u003C\u002Fstrong> ~102%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>年化内部收益率：\u003C\u002Fstrong> ~16% \u002F 年\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">现已上线：使用TIKR全新估值模型，发现您最喜爱股票的潜在上涨空间（免费）\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\"> >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-what-happened\" class=\"wp-block-heading\">发生了什么？\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>耐克公司 (\u003C\u002Fstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=291981&tid=2634146&?ref=tikrblog\">\u003Cstrong>NKE\u003C\u002Fstrong>\u003C\u002Fa>\u003Cstrong>) \u003C\u002Fstrong>股价目前为$38.77，接近12年低点，而负责为其估值的专业人士对其价值看法不一。2026年8月，摩根大通将其股票评级下调至\"减持\"，目标价$40。在覆盖该股的34位分析师中，12个月平均目标价接近$50，最低为$23，最高单一看法为$94。 \u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">分歧在于时间：转型需要多久，以及在见效之前清理成本有多高。这个问题将华尔街的短期目标价与TIKR模型中更长期限的$78目标价区分开来，后者假设复苏将在未来4.7年内展开。耐克自身的投资者关系材料将2026财年定位为重建基础的一年。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-why-the-bears-anchor-on-40\" class=\"wp-block-heading\">\u003Cstrong>为何空头锚定$40\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">当摩根大通的Matthew Boss将耐克评级下调至\"减持\"并给出$40目标价时，他的论点是，\"Win Now\"重组计划——即CEO Elliott Hill在2024年底启动的主动调整——将持续对盈利造成压力直至2028财年。按照这种解读，该股看起来比实际更便宜，因为其盈利仍在消化重组带来的拖累。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">全年营收按报告基准持平于464亿美元，按固定汇率计算下降2%。大中华区第四季度按固定汇率计算下降17%（按报告基准下降12%），因耐克削减批发进货以清理库存。运动服饰和Jordan街头服饰合计约占营收的一半，两者均录得两位数下滑，且预计在2027财年全年仍将保持负增长。即将离任的首席财务官Matthew Friend在其近18年职业生涯的最后一次电话会议上坦承，运营环境\"随着季度推进而变得更加具有挑战性\"，零售额从四月中旬开始减速。RBC在八月中旬发布的一份独立报告（该公司当时刚与Hill举行了投资者会议）也表达了同样的观点：执行所需时间比管理层预期的要长。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3023\" height=\"2015\" data-public-id=\"images\u002FTIKR.com_NIKE-Inc.-NKE-Drawdowns_128730b3743\u002FTIKR.com_NIKE-Inc.-NKE-Drawdowns_128730b3743.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3023,h_2015,c_scale\u002Ff_webp,q_auto\u002Fv1788537376\u002Fimages\u002FTIKR.com_NIKE-Inc.-NKE-Drawdowns_128730b3743\u002FTIKR.com_NIKE-Inc.-NKE-Drawdowns_128730b3743.webp?_i=AA\" alt=\"\" class=\"wp-post-128715 wp-image-128730\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1788537376\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1788537376\u002Fimages\u002FTIKR.com_NIKE-Inc.-NKE-Drawdowns_128730b3743\u002FTIKR.com_NIKE-Inc.-NKE-Drawdowns_128730b3743.webp?_i=AA 3023w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788537376\u002Fimages\u002FTIKR.com_NIKE-Inc.-NKE-Drawdowns_128730b3743\u002FTIKR.com_NIKE-Inc.-NKE-Drawdowns_128730b3743.webp?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1788537376\u002Fimages\u002FTIKR.com_NIKE-Inc.-NKE-Drawdowns_128730b3743\u002FTIKR.com_NIKE-Inc.-NKE-Drawdowns_128730b3743.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1788537376\u002Fimages\u002FTIKR.com_NIKE-Inc.-NKE-Drawdowns_128730b3743\u002FTIKR.com_NIKE-Inc.-NKE-Drawdowns_128730b3743.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1788537376\u002Fimages\u002FTIKR.com_NIKE-Inc.-NKE-Drawdowns_128730b3743\u002FTIKR.com_NIKE-Inc.-NKE-Drawdowns_128730b3743.webp?_i=AA 300w\" sizes=\"auto, (max-width: 3023px) 100vw, 3023px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">耐克股价回撤幅度 \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">查看耐克股票的历史及前瞻预测（免费！） >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-why-the-bulls-see-a-higher-number\" class=\"wp-block-heading\">\u003Cstrong>\u003Cstrong>为何多头看到更高数字\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">跑步品类已连续五个季度实现两位数增长，并在核心鞋类市场份额中提升了五个百分点，证明耐克仍能制造消费者想要的产品。批发收入全年增长4%，主要由北美市场的两位数增长引领，Friend强调北美市场的增长\"不仅仅是批发可比销售额的提升\"，还反映了退货、取消订单和折扣的减少，这是一种结构上更健康的组合。管理层对此趋势充满信心，因此重建了首席商务官职位，于2026年8月27日聘请沃尔玛资深人士Jane Ewing领导全球市场业务，该职位在\"Win Now\"计划下曾被取消。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">耐克目前交易价格约为前瞻\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation\">企业价值\u002F息税折旧摊销前利润\u003C\u002Fa>的15.3倍，以及前瞻营收的约1.3倍。这相对于阿迪达斯1.1倍的营收倍数存在溢价，与露露乐檬1.3倍的倍数大致相当，但远低于爱马仕8.3倍的倍数。对于一个仍能产生数十亿\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter\">自由现金流\u003C\u002Fa>的品牌，多头认为市场正在定价一种基本面并不支持的永久性损害。华尔街从$23到$94的价差范围归结为一个信念：2026财年是否是盈利的低谷。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"643\" height=\"416\" data-public-id=\"images\u002FNKE-Street-Targets\u002FNKE-Street-Targets.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_643,h_416,c_scale\u002Ff_webp,q_auto\u002Fv1788537383\u002Fimages\u002FNKE-Street-Targets\u002FNKE-Street-Targets.webp?_i=AA\" alt=\"\" class=\"wp-post-128715 wp-image-128731\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1788537383\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1788537383\u002Fimages\u002FNKE-Street-Targets\u002FNKE-Street-Targets.webp?_i=AA 643w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_194,c_scale\u002Ff_webp,q_auto\u002Fv1788537383\u002Fimages\u002FNKE-Street-Targets\u002FNKE-Street-Targets.webp?_i=AA 300w\" sizes=\"auto, (max-width: 643px) 100vw, 643px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">耐克华尔街目标价 \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">在TIKR中查看耐克相对于同行的表现（免费！） >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-tikr-advanced-model-analysis\" class=\"wp-block-heading\">\u003Cstrong>TIKR高级模型分析\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>当前价格：\u003C\u002Fstrong> $38.77\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>目标价（中值）：\u003C\u002Fstrong> ~$78\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>潜在总回报率：\u003C\u002Fstrong> ~102%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>年化内部收益率：\u003C\u002Fstrong> ~16% \u002F 年\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"4968\" height=\"4084\" data-public-id=\"images\u002FNKE_valuation_model_1287329d332\u002FNKE_valuation_model_1287329d332.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_4968,h_4084,c_scale\u002Ff_webp,q_auto\u002Fv1788537406\u002Fimages\u002FNKE_valuation_model_1287329d332\u002FNKE_valuation_model_1287329d332.webp?_i=AA\" alt=\"\" class=\"wp-post-128715 wp-image-128732\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1788537406\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1788537406\u002Fimages\u002FNKE_valuation_model_1287329d332\u002FNKE_valuation_model_1287329d332.webp?_i=AA 4968w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_986,c_scale\u002Ff_webp,q_auto\u002Fv1788537406\u002Fimages\u002FNKE_valuation_model_1287329d332\u002FNKE_valuation_model_1287329d332.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_1151,c_scale\u002Ff_webp,q_auto\u002Fv1788537406\u002Fimages\u002FNKE_valuation_model_1287329d332\u002FNKE_valuation_model_1287329d332.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_247,c_scale\u002Ff_webp,q_auto\u002Fv1788537406\u002Fimages\u002FNKE_valuation_model_1287329d332\u002FNKE_valuation_model_1287329d332.webp?_i=AA 300w\" sizes=\"auto, (max-width: 4968px) 100vw, 4968px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">耐克高级估值模型 \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">查看分析师对耐克股票的增长预测和价格目标（免费！） >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR模型采用中值情景，该情景在2031年5月31日实现。其目标价接近$78，高于华尔街整体平均目标价$50，意味着约102%的总回报率，以及约4.7年内每年约16%的年化回报率。该模型倾向于看涨结果，但设定的时间框架比华尔街12个月目标价假设的要长。\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>营收驱动因素：\u003C\u002Fstrong> 市场渠道重建、批发业务重新加速（由北美市场引领，现由专职商务负责人支持）；以及性能运动品类，其中跑步、全球足球和训练品类随着经典鞋类拖累的消退而持续增长。模型假设年营收增长率约为4%，较当前持平状态有明显拐点。\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>利润率驱动因素：\u003C\u002Fstrong> 供应链重置。管理层正在削减设施并重塑产品流，这些行动在2026财年产生了近4亿美元的遣散费成本，但预计将从2027财年开始扩大毛利率，将\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-net-margin-definition-formula\">净利润率\u003C\u002Fa>重建至约8%。\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>主要风险：\u003C\u002Fstrong> 时间。如果大中华区的调整期延长，或者运动服饰品类未能在2027财年下半年扭转颓势，则适用低值情景，年化回报率将压缩至9%左右，接近摩根大通当前的观点。\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>上行与下行：\u003C\u002Fstrong> 上行空间在于利润率恢复更快以及品牌热度在所有渠道回归，这将推动回报率超过中值情景；下行风险则仅仅是等待时间比模型假设的更长。\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Ch2 id=\"h-conclusion\" class=\"wp-block-heading\">\u003Cstrong>结论\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">分歧将在2026年11月16日和17日得到裁决，届时Hill将在投资者日上公布\"Win Now\"之后的增长战略。关注一个具体事项：管理层是否会承诺2028财年具体的利润率和营收目标（摩根大通预计清理成本将在该年达到峰值）。具体的数字将把价格区间的低端拉向均值。另一轮\"这需要时间\"的表态将验证$40阵营的观点，并可能使股价在新年之前维持在低位附近。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>查看亿万富翁投资者正在买入哪些股票，以便您能通过TIKR跟随聪明资金。\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-should-you-invest-in-nike\" class=\"wp-block-heading\">您应该投资耐克吗？\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">真正了解的唯一方法是亲自查看数据。TIKR为您免费提供与专业分析师用来回答该问题相同质量的机构级财务数据。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">调出\u003Cstrong>耐克\u003C\u002Fstrong>，您将看到多年的历史财务数据、华尔街分析师对未来几个季度营收和盈利的预期、估值倍数随时间的变化情况，以及价格目标是呈上升还是下降趋势。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">您可以建立一个免费的观察列表，以跟踪\u003Cstrong>\u003Cstrong>耐克\u003C\u002Fstrong>\u003C\u002Fstrong>以及您关注的所有其他股票。无需信用卡。只需您做出决策所需的数据。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>在TIKR上免费分析耐克 →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-looking-for-new-opportunities\" class=\"wp-block-heading\">寻找新机会？\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>查看\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">亿万富翁投资者正在买入的股票\u003C\u002Fa> \u003C\u002Fstrong>，以便跟随聪明资金。\u003C\u002Fli>\n\n\n\n\u003Cli>使用TIKR一体化、易于使用的平台，\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">在短短5分钟内分析股票\u003C\u002Fa>\u003C\u002Fstrong>。\u003C\u002Fli>\n\n\n\n\u003Cli>您翻开的石头越多……发现的机会就越多。\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">使用TIKR搜索10万+全球股票、全球顶级投资者持仓等。\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Ch2 id=\"h-disclaimer\" class=\"wp-block-heading\">\u003Cstrong>免责声明：\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>请注意，TIKR上的文章并非旨在提供来自TIKR或我们内容团队的投资或财务建议，也不是买入或卖出任何股票的建议。我们根据TIKR终端的投资数据和分析师预测来创建内容。我们的分析可能未包含近期公司新闻或重要更新。TIKR对提及的任何股票均无持仓。感谢阅读，祝您投资愉快！\u003C\u002Fem>\u003C\u002Fp>",1167,"zh","\u002Fblog\u002Fnike-just-hit-a-12-year-low-wall-street-cant-agree-on-what-its-worth","nike-just-hit-a-12-year-low-wall-street-cant-agree-on-what-its-worth","images\u002F5_128724aaf47\u002F5_128724aaf47","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788537235\u002Fimages\u002F5_128724aaf47\u002F5_128724aaf47.png?_i=AA",{"altText":165,"imageCredit":166},"Nike Just Hit a 12-Year Low. Wall Street Can’t Agree on What It’s Worth","@AJ Nakasone from Pexels via Canva, @Ruslan Lytvyn from Зображення користувача Руслан Литвин via Canva",{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":172},"Wiltone Asuncion","wiltonetikr","author","",[],{"name":174,"slug":175,"role":176,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":177},"David Hanson","davidtikr","editor",[],[179],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},"一般投资","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":165,"metaDesc":186,"opengraphDescription":186,"twitterTitle":165,"twitterDescription":186},"J.P. Morgan just put a $40 target on Nike. The Street mean sits near $50, and the TIKR model points to $78 over the next several years. With shares near a 12-year low, here is what the disagreement is really about.",{"title":188,"description":186,"twitterTitle":188,"twitterDescription":186,"author":168,"articlePublisher":189,"articlePublishedTime":154,"articleModifiedTime":155,"twitterLabel1":190,"twitterData1":191,"ogTitle":188,"ogDescription":186,"ogUrl":160,"ogImage":163,"ogImageWidth":192,"ogImageHeight":193,"ogImageSecureUrl":163,"ogImageAlt":165,"twitterImage":163},"Nike Just Hit a 12-Year Low. Wall Street Can’t Agree on What It’s Worth","TIKR.com","预计阅读时间","2 minutes",1200,630,[195,210,225,242,259],{"id":183,"title":196,"date":197,"excerpt":198,"wordCount":199,"uri":200,"slug":201,"cloudinaryAssetId":202,"featuredImageOriginalUrl":203,"featuredImageMetadata":204,"author":205,"categories":207,"relatedPosts":209},"一位外部亿万富翁的法律问题正在限制Carvana。问题并非出在业务本身。","2026-09-04 16:10:00","Carvana刚刚公布了创纪录的盈利能力并延长了与Root保险的合作协议，但股价却纹丝不动。拖累因素来自一位外部亿万富翁的法律问题，以及一个更隐晦的关于单车利润率的问题。",1395,"\u002Fblog\u002Fan-outside-billionaires-legal-problem-is-capping-carvana-the-business-isnt-the-issue","an-outside-billionaires-legal-problem-is-capping-carvana-the-business-isnt-the-issue","images\u002F7_128726dd0e6\u002F7_128726dd0e6","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788537256\u002Fimages\u002F7_128726dd0e6\u002F7_128726dd0e6.png?_i=AA",{"altText":196},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":206},[],[208],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":211,"date":212,"excerpt":213,"wordCount":214,"uri":215,"slug":216,"cloudinaryAssetId":217,"featuredImageOriginalUrl":218,"featuredImageMetadata":219,"author":220,"categories":222,"relatedPosts":224},"Tenable加入白宫水安全倡议，其联邦业务增长是更值得关注的潜在故事","2026-09-04 16:05:00","Tenable近日加入了一项由十二家供应商参与的白宫行动，旨在保护美国供水系统安全，此举距离近期公用事业公司遭遇大规模网络攻击仅数日之遥。虽然单日股价变动幅度有限，但这恰恰指向了支撑该公司六月季度业绩的核心业务板块：运营技术与联邦政府业务。",1287,"\u002Fblog\u002Ftenable-joined-a-white-house-water-security-effort-the-quieter-story-is-its-federal-business","tenable-joined-a-white-house-water-security-effort-the-quieter-story-is-its-federal-business","images\u002F6_128725632b5\u002F6_128725632b5","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788537248\u002Fimages\u002F6_128725632b5\u002F6_128725632b5.png?_i=AA",{"altText":211},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":221},[],[223],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":226,"date":227,"excerpt":228,"wordCount":229,"uri":230,"slug":231,"cloudinaryAssetId":232,"featuredImageOriginalUrl":233,"featuredImageMetadata":234,"author":235,"categories":239,"relatedPosts":241},"AMC首席执行官威胁对Robinhood采取法律行动 因其发行未注册股票代币","2026-09-04 13:50:16","AMC娱乐公司股价飙升20%，此前首席执行官亚当·阿隆威胁对Robinhood提起法律诉讼，指控其发行未注册的AMC股票代币。",800,"\u002Fblog\u002Famc-entertainment-stock-aron-robinhood-tokens-lawsuit","amc-entertainment-stock-aron-robinhood-tokens-lawsuit","images\u002FAMC-stock_128663b931e\u002FAMC-stock_128663b931e","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788524872\u002Fimages\u002FAMC-stock_128663b931e\u002FAMC-stock_128663b931e.png?_i=AA",{"altText":226},{"name":236,"slug":237,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":238},"Aditya Raghunath","adityatikr",[],[240],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":243,"date":244,"excerpt":245,"wordCount":246,"uri":247,"slug":248,"cloudinaryAssetId":249,"featuredImageOriginalUrl":250,"featuredImageMetadata":251,"author":252,"categories":256,"relatedPosts":258},"Netflix股价较一年前下跌33%。华尔街仍预计有13%上涨空间，原因如下。","2026-09-04 13:15:54","Netflix股价在一年内下跌33%，并在第二季度财报电话会议后触及52周低点，但华尔街仍认为其较当前水平有13%的上行空间。",1078,"\u002Fblog\u002Fnetflix-stock-is-down-33-from-a-year-ago-the-street-still-sees-13-upside-heres-why","netflix-stock-is-down-33-from-a-year-ago-the-street-still-sees-13-upside-heres-why","images\u002FFEATURED-IMAGE-MAKER-1522\u002FFEATURED-IMAGE-MAKER-1522","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788527325\u002Fimages\u002FFEATURED-IMAGE-MAKER-1522\u002FFEATURED-IMAGE-MAKER-1522.png?_i=AA",{"altText":243},{"name":253,"slug":254,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":255},"Gian 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12:47:00","特斯拉股价在德克萨斯州Cybercab活动前上涨，摩根士丹利关注更广泛的机器人出租车车队部署。",731,"\u002Fblog\u002Ftesla-tsla-stock-jumps-cybercab-robotaxi-event-texas","tesla-tsla-stock-jumps-cybercab-robotaxi-event-texas","images\u002FTSLA-stock-@inkdrop-via-Canva-@Matt-Weissinger-from-Pexels-via-Canva\u002FTSLA-stock-@inkdrop-via-Canva-@Matt-Weissinger-from-Pexels-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788507476\u002Fimages\u002FTSLA-stock-@inkdrop-via-Canva-@Matt-Weissinger-from-Pexels-via-Canva\u002FTSLA-stock-@inkdrop-via-Canva-@Matt-Weissinger-from-Pexels-via-Canva.png?_i=AA",{"altText":260},{"name":236,"slug":237,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":270},[],[272],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],[275,292,307,322,337,352,370,385,400,415,430,448,463,478,493],{"id":183,"title":276,"date":277,"excerpt":278,"wordCount":279,"uri":280,"slug":281,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":282,"featuredImageMetadata":283,"author":284,"categories":286,"relatedPosts":291},"Vistra股价三个月内下跌6%，其CEO刚刚逢低买入。以下是他押注的方向。","2026-09-04 14:45:48","Vistra股价在过去三个月下跌6.2%，一笔4.72亿美元的对冲损失掩盖了其EBITDA超出预期30%的表现。以下是19位分析师仍认为其股价有51%上涨空间的原因。",1150,"\u002Fblog\u002Fvistra-stock-fell-6-in-three-months-its-ceo-just-bought-the-dip-heres-what-hes-betting-on","vistra-stock-fell-6-in-three-months-its-ceo-just-bought-the-dip-heres-what-hes-betting-on","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F09\u002FFEATURED-IMAGE-MAKER-1525-600x360.png",{"altText":276},{"name":253,"slug":254,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":285},[],[287],{"name":288,"slug":289,"uri":290,"description":171,"postsCount":183},"股票评论","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":183,"title":293,"date":294,"excerpt":295,"wordCount":296,"uri":297,"slug":298,"cloudinaryAssetId":299,"featuredImageOriginalUrl":300,"featuredImageMetadata":301,"author":302,"categories":304,"relatedPosts":306},"UnitedHealth股票六个月内上涨39%。","2026-09-04 13:59:32","联合健康集团(UNH)股价在六个月内上涨了38.6%，年化涨幅达92.2%，连续两个季度的盈利超预期，彻底扭转了去年因业绩展望下调引发的跌势。",1296,"\u002Fblog\u002Funitedhealth-stock-is-up-39-in-six-months","unitedhealth-stock-is-up-39-in-six-months","images\u002FFEATURED-IMAGE-MAKER-1524\u002FFEATURED-IMAGE-MAKER-1524","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788529605\u002Fimages\u002FFEATURED-IMAGE-MAKER-1524\u002FFEATURED-IMAGE-MAKER-1524.png?_i=AA",{"altText":293},{"name":253,"slug":254,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":303},[],[305],{"name":288,"slug":289,"uri":290,"description":171,"postsCount":183},[],{"id":183,"title":308,"date":309,"excerpt":310,"wordCount":311,"uri":312,"slug":313,"cloudinaryAssetId":314,"featuredImageOriginalUrl":315,"featuredImageMetadata":316,"author":317,"categories":319,"relatedPosts":321},"PayPal股价三个月内上涨33%。引发这波涨势的收购要约刚刚告吹。","2026-09-04 13:34:50","PayPal股价在过去三个月上涨33%，尽管其背后530亿美元的Stripe-Advent收购要约已于8月下旬告吹。然而，这轮涨势依然得以延续。",1280,"\u002Fblog\u002Fpaypal-stock-is-up-33-in-three-months-the-takeover-bid-that-started-it-just-died","paypal-stock-is-up-33-in-three-months-the-takeover-bid-that-started-it-just-died","images\u002FFEATURED-IMAGE-MAKER-1523\u002FFEATURED-IMAGE-MAKER-1523","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788528328\u002Fimages\u002FFEATURED-IMAGE-MAKER-1523\u002FFEATURED-IMAGE-MAKER-1523.png?_i=AA",{"altText":308},{"name":253,"slug":254,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":318},[],[320],{"name":288,"slug":289,"uri":290,"description":171,"postsCount":183},[],{"id":183,"title":323,"date":324,"excerpt":325,"wordCount":326,"uri":327,"slug":328,"cloudinaryAssetId":329,"featuredImageOriginalUrl":330,"featuredImageMetadata":331,"author":332,"categories":334,"relatedPosts":336},"Figma 上季度增长 48%。预计下季度增长 36%。以下是该股可能的走向。","2026-09-04 11:25:00","Figma营收超出预期，上调了业绩指引，但股价仍较去年高点低65%。随着IPO后锁定期现已解除，问题比全年任何时候都更简单：一家增长48%的公司在这里是否真的便宜，还是市场对其亏损的看法是正确的？",1275,"\u002Fblog\u002Ffigma-grew-48-last-quarter-it-expects-36-next-heres-where-the-stock-could-go","figma-grew-48-last-quarter-it-expects-36-next-heres-where-the-stock-could-go","images\u002F4_128642022ac\u002F4_128642022ac","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788519907\u002Fimages\u002F4_128642022ac\u002F4_128642022ac.png?_i=AA",{"altText":323},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":333},[],[335],{"name":288,"slug":289,"uri":290,"description":171,"postsCount":183},[],{"id":183,"title":338,"date":339,"excerpt":340,"wordCount":341,"uri":342,"slug":343,"cloudinaryAssetId":344,"featuredImageOriginalUrl":345,"featuredImageMetadata":346,"author":347,"categories":349,"relatedPosts":351},"Palantir股价飙升8%，普华永道合作协议对冲迈克尔·贝瑞看空立场。多头逻辑依然稳固吗？","2026-09-04 11:20:00","迈克尔·伯里称Palantir为一家搭乘AI泡沫的咨询公司，并警告其市值可能跌破1000亿美元。同一天，与普华永道扩大合作的消息推动该股上涨7.7%。双方审视着同样93%的季度增长数据，却得出了截然相反的结论。",1428,"\u002Fblog\u002Fpalantir-jumped-8-as-a-pwc-deal-countered-michael-burry-is-the-bull-case-intact","palantir-jumped-8-as-a-pwc-deal-countered-michael-burry-is-the-bull-case-intact","images\u002F3_1286413475b\u002F3_1286413475b","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788519903\u002Fimages\u002F3_1286413475b\u002F3_1286413475b.png?_i=AA",{"altText":338},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":348},[],[350],{"name":288,"slug":289,"uri":290,"description":171,"postsCount":183},[],{"id":183,"title":353,"date":354,"excerpt":355,"wordCount":356,"uri":357,"slug":358,"cloudinaryAssetId":359,"featuredImageOriginalUrl":360,"featuredImageMetadata":361,"author":362,"categories":364,"relatedPosts":369},"安霸股价大涨，创纪录的边缘AI需求推动第二财季营收超预期","2026-09-04 13:48:46","安霸股价上涨，此前该公司第二财季营收因创纪录的边缘AI需求而超出业绩指引，同时上调了五年市场预测。",810,"\u002Fblog\u002Fambarella-stock-rallies-record-edge-ai-revenue-beat","ambarella-stock-rallies-record-edge-ai-revenue-beat","images\u002FAMBA-stock_1286743f518\u002FAMBA-stock_1286743f518","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788526155\u002Fimages\u002FAMBA-stock_1286743f518\u002FAMBA-stock_1286743f518.png?_i=AA",{"altText":353},{"name":236,"slug":237,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":363},[],[365],{"name":366,"slug":367,"uri":368,"description":171,"postsCount":183},"收益更新","earnings-updates","\u002Fblog\u002Fcategory\u002Fearnings-updates",[],{"id":183,"title":371,"date":372,"excerpt":373,"wordCount":374,"uri":375,"slug":376,"cloudinaryAssetId":377,"featuredImageOriginalUrl":378,"featuredImageMetadata":379,"author":380,"categories":382,"relatedPosts":384},"Lululemon第二季度息税前利润超预期。但业绩指引下调抹去了这一利好消息。","2026-09-04 09:30:00","Lululemon的GAAP每股收益达到2.92美元，这得益于一笔1.345亿美元的一次性关税退款，但调整后每股收益下降34%至2.06美元，同时公司大幅下调了业绩指引。",1020,"\u002Fblog\u002Flululemons-q2-earnings-beat-on-ebit-a-guidance-cut-erased-the-good-news","lululemons-q2-earnings-beat-on-ebit-a-guidance-cut-erased-the-good-news","images\u002FFEATURED-IMAGE-MAKER-1521\u002FFEATURED-IMAGE-MAKER-1521","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788505347\u002Fimages\u002FFEATURED-IMAGE-MAKER-1521\u002FFEATURED-IMAGE-MAKER-1521.png?_i=AA",{"altText":371},{"name":253,"slug":254,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":381},[],[383],{"name":366,"slug":367,"uri":368,"description":171,"postsCount":183},[],{"id":183,"title":386,"date":387,"excerpt":388,"wordCount":389,"uri":390,"slug":391,"cloudinaryAssetId":392,"featuredImageOriginalUrl":393,"featuredImageMetadata":394,"author":395,"categories":397,"relatedPosts":399},"Samsara 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09:00:00","Samsara在单个季度内新增了242个价值10万美元以上的客户。年度经常性收入（ARR）刚刚突破21亿美元。",1045,"\u002Fblog\u002Fsamsara-2026-q2-earnings-confirm-a-fourth-straight-quarter-of-gaap-profit","samsara-2026-q2-earnings-confirm-a-fourth-straight-quarter-of-gaap-profit","images\u002FFEATURED-IMAGE-MAKER-1520\u002FFEATURED-IMAGE-MAKER-1520","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788503322\u002Fimages\u002FFEATURED-IMAGE-MAKER-1520\u002FFEATURED-IMAGE-MAKER-1520.png?_i=AA",{"altText":386},{"name":253,"slug":254,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":396},[],[398],{"name":366,"slug":367,"uri":368,"description":171,"postsCount":183},[],{"id":183,"title":401,"date":402,"excerpt":403,"wordCount":404,"uri":405,"slug":406,"cloudinaryAssetId":407,"featuredImageOriginalUrl":408,"featuredImageMetadata":409,"author":410,"categories":412,"relatedPosts":414},"Zscaler第四季度业绩全线超预期。但2027财年指引未能延续这一势头。","2026-09-04 08:30:00","Zscaler第四季度营收达到8.98亿美元，同比增长25%，全面超出华尔街的各项预期指标。",982,"\u002Fblog\u002Fzscalers-q4-earnings-beat-on-every-line-the-fy27-guide-didnt-follow-through","zscalers-q4-earnings-beat-on-every-line-the-fy27-guide-didnt-follow-through","images\u002FFEATURED-IMAGE-MAKER-1519\u002FFEATURED-IMAGE-MAKER-1519","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788501841\u002Fimages\u002FFEATURED-IMAGE-MAKER-1519\u002FFEATURED-IMAGE-MAKER-1519.png?_i=AA",{"altText":401},{"name":253,"slug":254,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":411},[],[413],{"name":366,"slug":367,"uri":368,"description":171,"postsCount":183},[],{"id":183,"title":416,"date":417,"excerpt":418,"wordCount":419,"uri":420,"slug":421,"cloudinaryAssetId":422,"featuredImageOriginalUrl":423,"featuredImageMetadata":424,"author":425,"categories":427,"relatedPosts":429},"DocuSign Q2财报全线超预期。IAM平台功不可没。","2026-09-04 08:00:00","DocuSign的身份与访问管理平台在单个季度内跃升至年度经常性收入的15.1%，为上调的业绩指引和3.07亿美元的股票回购提供了资金支持。",956,"\u002Fblog\u002Fdocusigns-q2-earnings-beat-on-every-line-the-iam-platform-is-why","docusigns-q2-earnings-beat-on-every-line-the-iam-platform-is-why","images\u002FFEATURED-IMAGE-MAKER-1518\u002FFEATURED-IMAGE-MAKER-1518","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788501374\u002Fimages\u002FFEATURED-IMAGE-MAKER-1518\u002FFEATURED-IMAGE-MAKER-1518.png?_i=AA",{"altText":416},{"name":253,"slug":254,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":426},[],[428],{"name":366,"slug":367,"uri":368,"description":171,"postsCount":183},[],{"id":183,"title":431,"date":432,"excerpt":433,"wordCount":434,"uri":435,"slug":436,"cloudinaryAssetId":437,"featuredImageOriginalUrl":438,"featuredImageMetadata":439,"author":440,"categories":442,"relatedPosts":447},"过去一年下跌38%，汤森路透股票是被低估还是价值陷阱？","2026-09-04 12:47:34","TRI的AI产品正推动增长加速。以下是TIKR估值模型对汤森路透股票到2030年上行空间的预测。",1159,"\u002Fblog\u002Ftri-stock-thomson-reuters-valuation-2030","tri-stock-thomson-reuters-valuation-2030","images\u002FTRI-stock-@AndreyPopov-from-Getty-Images-via-Canva-@designer491-from-Getty-Images-via-Canva\u002FTRI-stock-@AndreyPopov-from-Getty-Images-via-Canva-@designer491-from-Getty-Images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788520829\u002Fimages\u002FTRI-stock-@AndreyPopov-from-Getty-Images-via-Canva-@designer491-from-Getty-Images-via-Canva\u002FTRI-stock-@AndreyPopov-from-Getty-Images-via-Canva-@designer491-from-Getty-Images-via-Canva.png?_i=AA",{"altText":431},{"name":236,"slug":237,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":441},[],[443],{"name":444,"slug":445,"uri":446,"description":171,"postsCount":183},"估价","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":183,"title":449,"date":450,"excerpt":451,"wordCount":452,"uri":453,"slug":454,"cloudinaryAssetId":455,"featuredImageOriginalUrl":456,"featuredImageMetadata":457,"author":458,"categories":460,"relatedPosts":462},"2026年上涨20%，特雷克斯股票到2030年还有更多上涨空间吗？","2026-09-02 14:32:39","TEX公布了创纪录的订单积压并上调了业绩指引。以下是TIKR估值模型对特雷克斯股票到2030年上涨空间的预测。",1128,"\u002Fblog\u002Ftex-stock-terex-valuation-2030","tex-stock-terex-valuation-2030","images\u002FTEX-stock_1283813fcd7\u002FTEX-stock_1283813fcd7","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788350892\u002Fimages\u002FTEX-stock_1283813fcd7\u002FTEX-stock_1283813fcd7.png?_i=AA",{"altText":449},{"name":236,"slug":237,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":459},[],[461],{"name":444,"slug":445,"uri":446,"description":171,"postsCount":183},[],{"id":183,"title":464,"date":465,"excerpt":466,"wordCount":467,"uri":468,"slug":469,"cloudinaryAssetId":470,"featuredImageOriginalUrl":471,"featuredImageMetadata":472,"author":473,"categories":475,"relatedPosts":477},"Ciena股价过去一年上涨280%：到2028年是否仍有上涨空间？","2026-09-02 14:32:26","Ciena (CIEN) 股价在创纪录季度后报收于 $360。查看 TIKR 模型，了解 CIEN 的目标价、估值假设以及看涨\u002F看跌情景。",1069,"\u002Fblog\u002Fciena-cien-stock-valuation-analysis-2026","ciena-cien-stock-valuation-analysis-2026","images\u002FCIEN-stock_12839390aca\u002FCIEN-stock_12839390aca","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788357633\u002Fimages\u002FCIEN-stock_12839390aca\u002FCIEN-stock_12839390aca.png?_i=AA",{"altText":464},{"name":236,"slug":237,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":474},[],[476],{"name":444,"slug":445,"uri":446,"description":171,"postsCount":183},[],{"id":183,"title":479,"date":480,"excerpt":481,"wordCount":482,"uri":483,"slug":484,"cloudinaryAssetId":485,"featuredImageOriginalUrl":486,"featuredImageMetadata":487,"author":488,"categories":490,"relatedPosts":492},"Herc Holdings股票经历艰难时期：车队需求能否推动其复苏？","2026-09-02 14:27:04","Herc Holdings (HRI) 股价现报141美元，此前公司上调了业绩指引。请查看TIKR平台上的HRI目标价模型、估值假设以及看涨\u002F看跌情景分析。",1028,"\u002Fblog\u002Fherc-holdings-hri-stock-valuation-analysis-2026","herc-holdings-hri-stock-valuation-analysis-2026","images\u002FHRI-stock_128389cbe43\u002FHRI-stock_128389cbe43","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788355904\u002Fimages\u002FHRI-stock_128389cbe43\u002FHRI-stock_128389cbe43.png?_i=AA",{"altText":479},{"name":236,"slug":237,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":489},[],[491],{"name":444,"slug":445,"uri":446,"description":171,"postsCount":183},[],{"id":183,"title":494,"date":495,"excerpt":496,"wordCount":497,"uri":498,"slug":499,"cloudinaryAssetId":500,"featuredImageOriginalUrl":501,"featuredImageMetadata":502,"author":503,"categories":505,"relatedPosts":507},"Robinhood股票过去6个月上涨32%，Robinhood到2030年是否仍有上涨空间？","2026-08-31 14:04:48","HOOD公布创纪录的第二季度营收和存款数据。以下是TIKR估值模型对Robinhood股票到2030年上行空间的预测。",1102,"\u002Fblog\u002Fhood-stock-robinhood-valuation-2030","hood-stock-robinhood-valuation-2030","images\u002FHOOD-stock_1280924420c\u002FHOOD-stock_1280924420c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788177460\u002Fimages\u002FHOOD-stock_1280924420c\u002FHOOD-stock_1280924420c.png?_i=AA",{"altText":494},{"name":236,"slug":237,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":504},[],[506],{"name":444,"slug":445,"uri":446,"description":171,"postsCount":183},[]]