Core Viewpoint - NIKE, Inc. is facing challenges in its growth trajectory, particularly due to dependence on the Chinese market and declining sales, but analysts believe its path to profitable growth remains intact despite recent setbacks [2][3]. Group 1: Financial Performance - RBC Capital Markets has lowered its price target for NIKE to $78 from $85 while maintaining an Outperform rating, indicating confidence in the company's long-term growth potential [2]. - NIKE's footwear sales in China have declined by 20% in the fiscal second quarter, marking the sixth consecutive quarter of decline in a previously strong market [5]. - Despite an 8%–10% cut in earnings estimates, RBC still anticipates approximately $3 in earnings per share (EPS) by FY28 [2]. Group 2: Market Challenges - The company's reliance on China for manufacturing, which accounts for roughly 18% of its footwear production, has become a significant concern as the relationship has historically been beneficial [3]. - The pressure from Greater China, weakness at Converse, and US tariffs are negatively impacting NIKE's margins [2]. - Outsourced manufacturing has led to issues such as technology transfer and brand dilution, with Nike shoes being among the most counterfeited globally [4]. Group 3: Investment Sentiment - Recent share price declines have brought NIKE's valuation closer to historical averages, and insider buying activity is seen as a positive indicator for potential recovery [2].

今日关注 1、1月9日10:00 国新办就加快国家水网建设进展情况举行新闻发布会。 2、国家统计局发布2025年12月居民消费价格指数月度报告、工业生产者价格指数月度报告。 宏观经济 1、商务部新闻发言人8日在回应有关审查Meta收购人工智能平台Manus的提问时表示，商务部将会同相关部门对此项收购 与出口管制、技术进出口、对外投资等相关法律法规的一致性开展评估调查。 2、广州出台建设先进制造业强市规划，提出加速培育人工智能、半导体与集成电路、新能源与新型储能、低空经济与航 空航天、生物制造等5个战略先导产业，前瞻布局具身智能等6个未来产业，大力发展智能网联新能源汽车等6个新兴支柱 产业。 3、工信部等四部门联合召开动力和储能电池行业座谈会指出，行业内存在盲目建设情况，出现低价竞争等非理性竞争行 为，必须予以规范治理。要优化产能管理，健全产能监测和分级预警机制，加强宏观调控，防范产能过剩风险。 4、8日，据自然资源部中国地质调查局消息，近日我国矿产资源勘查再获新进展，铬铁矿与非常规油气勘查双双获得新突 破。 5、8日，中国载人航天工程办公室面向全社会发布了2025年度《中国空间站科学研究与应用进展报告》。20 ...

Needham analysts downgraded Nike stock on slow turnaround progress, while China "has become a puzzle that management is struggling mightily to put back together.†...

Last year was filled with intense movement in the athletic market — from Nike plowing ahead with an ambitious turnaround effort and Adidas seeing major momentum, to Puma fielding sale rumors and Under Armour parting ways with basketball star Steph Curry as the brand embarks on another restructuring. In a year where the Winter Olympics and World Cup take center stage, the wave of change is sure to continue, but which brand will come out on top? Here are the big questions to consider as 2026 commences. Mor ...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Shares of Nike traded slightly lower over the past month as investors weighed signs of slowing demand in China against the company's broader brand renewal efforts. The performance comes amid a volatile stretch for consumer discretionary stocks struggling to find balance between seasonal softness and margin recovery hopes. Against that backdrop, we ran Nike through an AI price-prediction agent powered by O ...

德意志银行估计，"大美丽法案"将使退税额增加约550亿美元(2024年的退税总额为4610亿美元)。 该行预期，退税将主要惠及面临生活成本挑战以及补充营养援助计划(SNAP)和医疗补助(Medicaid)缩减 的中低收入消费者；而消费力一直保持韧性的富裕家庭，则应会从州和地方税(SALT)扣除额的增加中 获益。 智通财经APP获悉，德意志银行恢复了对全球品牌、折扣零售以及专业美妆领域重点个股的覆盖。该行 表示，在经历了零售业表现出人意料强劲的一年(消费端相对具有韧性，且定价与利润率环境有所改善) 之后，其正带着乐观情绪跨入2026年，并预期宏观环境虽会有波动，但总体将呈现"风险偏好"状态。 分析师克里斯蒂娜·卡泰指出，由于天气基数有利以及退税额度增加，上半年营收趋势将保持稳健，这 被视为推动同店销售增长的动力。此外，贸易政策不确定性的减弱以及货币政策带来的持续利好也被视 为积极因素。 卡泰在报告中写道："此外，如果最高法院判定关税合法性违宪，将推动我们覆盖的零售商上调2026年 的业绩预期(我们估计，零售商目前平均需多支付20%的关税；如果《国际紧急经济权力法》被推翻， 可能会实施为期150天的15%通用关税 ...

Needham将耐克的评级从"买入"下调至"持有"，指其扭亏为盈的速度低于预期。 ...

Nike is a successful firm and one of the world’s great marketing success stories, but it has hit some hard days in recent years. The company has seen its earnings slip in the last two fiscal years, due to a combination of factors including uncertain consumer moods, more uncertainty in tariff and trade policy, deep discounts that cut into margins, competition in the China markets, and a weak direct-to-consumer segment. This has all caused problems for the stock, and shares in NKE are down over 47% in the las ...

（原标题：NFT市场崩塌！耐克(NKE.US)悄然出售数字产品子公司RTFKT） 智通财经APP获悉，耐克(NKE.US)周三证实已于去年12月出售了旗下数字产品子公司RTFKT。耐克在 声明中表示，RTFKT的出售标志着公司和其社区的下一篇章，并表示将继续投资于在实体、数字和虚 拟环境中推出创新产品和体验，但未透露具体买家和交易条款。 耐克于2021年12月宣布收购RTFKT，将其描述为一个利用尖端创新提供融合文化、游戏和体育的下一 代数字收藏品的领先品牌。据报道，收购金额为数千万美元。当时，首席执行官约翰·多纳霍将这笔交 易视为加速耐克数字化转型并扩大其在虚拟产品领域布局的举措，并计划投资RTFKT的社群与能力建 设。 成立于2020年的RTFKT以虚拟运动鞋和NFT闻名，特别是与日本艺术家村上隆合作的CloneX系列。当 时正值NFT市场热潮，耐克将RTFKT视为进军Web3的桥头堡。 然而，随着NFT市场急转直下，RTFKT平台的需求和定价能力均出现萎缩。2024年，耐克发出缩减NFT 业务投资的信号，表示将暂停新NFT的生产，同时维持部分游戏/虚拟合作项目。当年12月，耐克突然 关闭RTFKT，并遭 ...

Core Viewpoint - The U.S. Supreme Court is expected to make a ruling on tariffs imposed by President Trump, which could significantly impact various stocks and sectors in early 2026 [1][2]. Tariff Legality and Implications - The tariffs were imposed under the International Emergency Economic Powers Act (IEEPA), which has not been used historically for such purposes, raising questions about their legality [4][5]. - A ruling against the tariffs could lead to uncertainties regarding the repayment of tariffs collected from countries, companies, and consumers [6][12]. Market Predictions - Prediction markets indicate a 72% chance that the Supreme Court will rule against Trump's tariffs, with the odds of a favorable ruling for Trump declining from 48% in November to 28% [8][9]. - The most popular prediction for the number of justices voting in favor of the tariffs is three, with a 42% likelihood [10]. Affected Companies and Sectors - Companies like Costco Wholesale and Nike Inc. are highlighted as potentially impacted by the ruling, with Costco seeking repayment and Nike having suffered due to tariffs [12][13]. - The construction and industrial sectors, along with companies like Toyota and 3M, are noted as being significantly affected by the tariffs [14][15]. - Other companies that have filed lawsuits over tariffs include subsidiaries of Revlon and Del Monte Fresh Produce, indicating a broader impact across various industries [13].