苹果CEO库克增持300万美元耐克股票，押注耐克复苏？

Core Viewpoint - Nike reported a 1% year-over-year revenue growth to $12.43 billion for Q2 of FY2026, while net profit decreased by 32% to $792 million, exceeding market expectations [2] Financial Performance - Revenue for the Nike brand increased by 1% to $12.1 billion, with North America being a key support, showing a 9% growth to $5.633 billion [7] - The Greater China market faced challenges, with revenue declining by 17% to $1.423 billion, although inventory decreased significantly, providing room for new product launches [7] - Converse brand revenue fell by 30% to $300 million, with declines across all regional markets [7] - Direct-to-consumer sales revenue was $4.6 billion, down 8% year-over-year, while wholesale revenue was $7.5 billion, up 8% [7] Market Confidence - Nike's stock price surged by 4% to $59.6, with a market capitalization of approximately $88.1 billion, driven by confidence from Apple CEO Tim Cook's significant stock purchase [2][4] - Cook's investment of nearly $3 million in Nike stock is viewed as a public endorsement of the brand's resilience and long-term growth potential [5] Strategic Initiatives - Nike's CEO Elliott Hill stated that the company is in a "mid-stage recovery," focusing on the "Win Now" plan, which includes team restructuring, strengthening partnerships, and optimizing product offerings [9] - The company is prioritizing recovery in key markets, particularly China, and is taking decisive actions to accelerate development in lagging areas [9] - Recent marketing efforts during the Asian Games, including collaborations with local athletes, have resonated well with audiences, showcasing the brand's cultural integration [9] Historical Context - The previous quarter's results showed a 1% revenue increase to $11.7 billion, with net profit down 31% to $700 million, indicating a turnaround from a 12% revenue decline in the fourth quarter of FY2025 [11]