$耐克(NKE)$ _老虎社区_美港股上老虎 - 老虎社区

1，Nike中国大陆地区授权数量下降。

2，供应链危机

3，原材料高位

如果这样的状况，股价还能维持高位，简直离奇，通胀下可能会杀的一只股。无论现在季度财报这么掩饰，年报都不会太好。下调预期就该引起重视。

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精彩评论

Robin_2754
2021-09-26
Robin_2754
1.授权数量下降是nike因为dtc战略自己主动减少的；2. 供应链从来都不是nike的核心竞争力，越南之算是运营的一点小问题，正好可以用来饥饿营销。3. 原材料波动很正常，所有企业都一样。
独钓寒江雪A
2021-09-24
独钓寒江雪A
向下走要有个过程，慢慢走，毕竟不是坏公司，要是一下子来个瀑布式下跌，应该有人哭有人笑了。

发表看法

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