北京商报讯（记者 张君花）8月18日，北京商报记者从耐克方面了解到，耐克联合创始人菲尔与佩妮·奈 特近日宣布，承诺向俄勒冈健康与科学大学（Oregon Health & Science University，简称 OHSU）奈特癌 症研究所捐赠 20 亿美元，用于重塑癌症诊疗未来并为全球树立新标准。 据了解，奈特夫妇长期与德鲁克博士及奈特癌症研究所团队合作，致力于攻克癌症。德鲁克博士现任 JELD-WEN 白血病研究讲席教授，也是格列卫（Gleevec）的主要研发者，该药物能够精准靶向癌细胞 而不损伤正常细胞，推动了精准医疗时代的到来。 ...

Core Viewpoint - Nike's lawsuit against Edison Chen, founder of CLOT, initially reported as a claim for $126.6 million, was later corrected to approximately $12,661.5, highlighting a significant clerical error but also raising questions about the deteriorating relationship between the two parties after nearly 20 years of collaboration [1][2][3] Group 1: Lawsuit Details - The lawsuit was filed in the U.S. District Court for the Central District of California, naming Edison Chen and his company Juice Los Angeles LLC as defendants [2] - The corrected claim amount of $12,661.5 pertains to unpaid "goods and services" during Juice Los Angeles LLC's tenure as a Nike distributor, with Chen personally liable as a guarantor [2][3] - The initial high claim amount led to speculation about potential breaches of non-compete agreements or intellectual property disputes following Chen's shift to Adidas [2][3] Group 2: Historical Context of CLOT and Nike - CLOT was founded in 2003 by Edison Chen and Kevin Poon, aiming to bridge Eastern and Western cultures through fashion [5] - The partnership with Nike began with the Air Max1 "Kiss of Death," which incorporated Chinese cultural elements into sneaker design, setting a precedent for future collaborations [6][12] - Over the years, CLOT has produced several iconic designs, including the "Red Silk" Air Force 1, which featured a unique "tearable" upper design, enhancing its market appeal [8][10] Group 3: Market Dynamics and Brand Relationships - The collaboration between CLOT and Nike has been characterized by rapid product updates and high-quality offerings, maintaining a strong market presence [12] - Recent changes in Nike's distribution strategy, including a shift towards direct-to-consumer sales, have led to tensions with distributors like Juice, which may have contributed to the lawsuit [22] - The decline in Juice's physical store presence and sales performance, particularly in the face of rising online platforms, reflects broader challenges in the retail landscape for sneaker brands [21][22]

Investment Rating - The report maintains a "Underperform" rating for the U.S. stock market [1] Core Insights - The U.S. stock market continues to reach new highs, with small-cap stocks showing strong performance [3] - The S&P 500 index increased by 0.9%, while the Nasdaq rose by 0.8% [3] - 18 out of 24 sectors experienced gains, with notable increases in pharmaceuticals, biotechnology, and life sciences (+5.5%) and healthcare equipment and services (+4.2%) [3] Price Trends - The report highlights that small-cap value stocks (Russell 2000 Value) outperformed small-cap growth stocks, with a rise of 3.4% compared to 2.8% [3] - The sectors with the largest gains include pharmaceuticals and biotechnology (+5.5%), healthcare equipment and services (+4.2%), and durable goods and apparel (+3.6%) [3] - Conversely, sectors that declined include food and staples retailing (-2.4%) and commercial and professional services (-1.4%) [3] Fund Flows - Estimated fund flows for S&P 500 constituents showed a significant increase to +$7.58 billion this week, up from +$1.70 billion last week [4] - The healthcare equipment and services sector saw the highest inflow at +$2.76 billion, followed by media and entertainment (+$1.31 billion) and pharmaceuticals (+$1.09 billion) [4] - Notably, the software and services sector experienced an outflow of -$476 million [4] Earnings Forecast - The report indicates a 0.2% upward adjustment in the 12-month forward EPS expectations for S&P 500 constituents [5] - 22 sectors saw an increase in earnings expectations, with semiconductor products and equipment leading at +0.6% [5] - The energy sector was the only one to experience a downward revision, with a decrease of -0.3% [5] Global Asset Overview - The S&P 500 index closed at 6,450, reflecting a 0.9% increase for the week and a 16.1% increase year-to-date [11] - The Russell 2000 index, representing small-cap stocks, rose by 3.1% this week, indicating strong performance in this segment [11] Sector Observations - The healthcare sector recorded a price return of 5.0% this week, outperforming other sectors [16] - The materials sector also performed well, with a 1.8% increase, while the energy sector lagged with only a 0.5% increase [16] - The report notes that the pharmaceutical and biotechnology sector had the highest price return at 5.5% [16]

Core Viewpoint - Nike's lawsuit against Edison Chen, founder of CLOT, initially reported as a claim for $126.6 million, was later corrected to approximately $12,661.5, highlighting a clerical error but raising questions about the relationship between the two parties [1][2][5]. Group 1: Lawsuit Details - The lawsuit was filed in the U.S. District Court for the Central District of California, naming Edison Chen and his company Juice Los Angeles LLC as defendants [3]. - The corrected claim amount of $12,661.5 pertains to unpaid "goods and services" during Juice Los Angeles LLC's role as a distributor for Nike [6]. - Chen is personally liable as he is the guarantor for Juice's account with Nike, indicating a direct financial responsibility [6]. Group 2: Implications of the Lawsuit - The lawsuit signifies a notable shift in the long-standing partnership, as Nike's decision to publicly sue a partner of nearly 20 years over a relatively small amount is unusual for a company with annual revenues in the billions [2][4]. - Speculation arose regarding potential breaches of non-compete agreements or intellectual property disputes, especially following Chen's recent partnership with Adidas after ending his collaboration with Nike [4][7]. - The incident has led to discussions about the deterioration of the relationship between Nike and Chen, contrasting with the previously perceived amicable conclusion of their contract [7][25]. Group 3: Background on CLOT and Edison Chen - CLOT was founded in 2003 by Edison Chen and Kevin Poon, aiming to bridge Eastern and Western cultures through fashion [10]. - The brand has collaborated with multiple companies, including Nike, leveraging Chen's celebrity status to penetrate the Asia-Pacific market [11]. - CLOT's designs often incorporate Chinese cultural elements, with notable collaborations like the Air Max1 "Kiss of Death," which reflects traditional Chinese philosophy [13][18]. Group 4: Market Context and Trends - The lawsuit occurs against a backdrop of Nike's aggressive legal strategies to protect its brand, as seen in previous lawsuits against other companies [31][32]. - The retail landscape for CLOT's Juice stores has been challenging, with a significant reduction in physical locations and sales impacted by market dynamics and consumer behavior [33][35]. - The shift in Chen's partnership from Nike to Adidas may reflect broader trends in brand positioning and consumer perception within the sneaker and streetwear markets [38].

Nike Co-Founder Phil Knight Gifts $2 Billion To Oregon Cancer Institute—The Largest University Donation Ever https://t.co/W80YdCXQLc ...

Investment Rating - The report maintains a "Positive" investment rating for the sports footwear and apparel industry [6] Core Insights - The global sports footwear and apparel market is projected to reach $407.3 billion by 2024, with a CAGR of 4.6% from 2015 to 2024 [12][13] - The penetration rate of sports footwear and apparel is expected to reach 21.7% in 2024, with sports footwear at 45.7% and sports apparel at 15.7% [13] - The domestic market in China is expected to grow to 408.9 billion yuan by 2024, with a CAGR of 5.0% from 2019 to 2024, indicating a more favorable growth compared to the overall apparel sector [16] Summary by Sections 1. Market Growth and Trends - The global sports footwear and apparel market has shown resilience and is expected to grow steadily, with a significant increase in penetration rates [12][13] - In China, the market is also expanding, with a notable increase in the share of sports footwear and apparel within the overall footwear and apparel market [16] 2. Competitive Landscape - The global market is characterized by high concentration, with Nike and Adidas holding significant market shares of 13.4% and 8.2% respectively [44] - The CR10 (Cumulative Market Share of Top 10 Brands) in the global sports footwear and apparel market is 36.9% [44] - In China, the CR10 has reached 73%, with domestic brands gaining market share against international competitors [50] 3. Growth Drivers - National sports policies are increasingly supporting the industry, with infrastructure development and promotion of various sports [20][21] - There is a growing awareness of health among the population, leading to increased spending on sports and fitness [26][27] - The trend of consumption upgrading is driving the growth of niche sports segments, such as marathons and yoga [31][32] - The diversification of sportswear into everyday fashion (Athleisure) is expanding the market [36][41]

Philanthropy - Nike Co-Founder Phil Knight donated $2 billion to Oregon Cancer Institute [1] - The donation is the largest university donation ever [1]

Philanthropy - Nike Co-Founder Phil Knight donates $2 billion to Oregon Cancer Institute [1] - The donation is the largest university donation ever [1]

Core Insights - Nike co-founder Phil Knight is making a historic donation of $2 billion to the Oregon Health and Science University's Knight Cancer Institute, marking the largest donation ever to a U.S. university, college, or health institution [1] - The donation aims to transform the scientific approach to cancer treatment, research, and patient care outcomes, in collaboration with cancer research pioneer Dr. Brian Druker [1] Group 1 - The Knight Foundation announced the $2 billion gift, which will be utilized to enhance cancer treatment and research methodologies [1] - A decade ago, Dr. Brian Druker and OHSU initiated a campaign to raise $500 million for cancer research, with the Knights agreeing to match the funds dollar-for-dollar [2] - Phil and Penny Knight expressed their enthusiasm for the potential impact of this investment on cancer research and treatment, emphasizing its transformational potential for humanity [2]

Core Insights - Nike co-founder Phil Knight is making a historic donation of $2 billion to the Oregon Health and Science University's Cancer Institute, marking the largest single donation to a U.S. university, college, or health institution [1] - The donation aims to transform the scientific approach to cancer treatment, research, and patient care outcomes, in collaboration with cancer research pioneer Dr. Brian Druker [1] Group 1 - The Knights previously committed to matching a $500 million fundraising challenge for cancer research initiated by Druker and OHSU [2] - Phil and Penny Knight expressed their excitement about the transformational potential of this investment in cancer research, diagnosis, treatment, and care [2]