Market Performance - The three major U.S. stock indices closed higher on Friday, with the Dow Jones up 1%, S&P 500 up 0.52%, and Nasdaq up 0.52%. The Dow gained 3.82% for the week, S&P 500 gained 3.44%, and Nasdaq gained 4.25% [2] - The S&P 500 and Nasdaq both reached all-time highs [2] - Major tech stocks mostly rose, with Google and Amazon up over 2%, Nvidia and Meta up over 1%, while Tesla and Microsoft saw slight declines [2] - Nike experienced a significant increase, rising over 15%, marking its largest single-day gain in four years [2] Chinese Stocks - The Nasdaq Golden Dragon China Index rose 0.22%, with a weekly gain of 3.49%. However, individual Chinese stocks showed mixed results [2] - Notable declines included Xiaopeng Motors down over 6% and Li Auto down over 1%, while Luckin Coffee rose over 3% [2] Trade Developments - Market attention was drawn to trade developments, with U.S. Commerce Secretary Howard Lutnick indicating that the Trump administration is expected to reach agreements with ten major trading partners soon [2] - Lutnick mentioned that countries would be categorized appropriately by July 9, but there is a possibility of extending deadlines for further negotiations [2] Commodity Prices - International gold prices fell, with COMEX gold futures down 1.85% to $3286.1 per ounce, marking a weekly decline of 2.92% [3] - COMEX silver futures decreased by 2.06%, settling at $36.17 per ounce, with a slight weekly gain of 0.41% [3] - International crude oil futures saw a slight increase, with WTI crude oil futures up 0.43% to $65.52 per barrel, but the weekly decline was 12% [3] - Brent crude oil futures rose 0.06% to $67.77 per barrel, also reflecting a weekly drop of 12% [3]

美加贸易谈判告吹，特朗普新威胁。当地时间周五，美国总统特朗普宣布将立即终止与加拿大的所有贸易谈判，并威胁未来一周内对加拿大施加新的关 税，以回应加拿大对美国科技公司征收数字服务税的行动。美国财长贝森特警告，美方可能会对加拿大启动"301调查"。 特朗普考虑再次轰炸伊朗。当地时间6月27日，特朗普最新表示，伊朗最高领袖哈梅内伊宣称伊朗赢得了对以战争是谎言。在过去的几天里，他一直在努 力争取解除对伊朗制裁以及其他一些措施，然而却遭到了反击。特朗普称其立即放弃了所有解除制裁的工作。他还表示，希望伊朗能够接受国际检查，将 考虑因铀浓缩问题再次轰炸伊朗。另以色列防长也称，将定期采取行动挫败相关威胁。 美股方面，道指涨1%，标普500指数涨0.52%，纳指涨0.52%；本周分别累涨3.82%、3.44%、4.25%。其中，标普500指数、纳指均创历史新高。大型科技 股多数上涨，谷歌、亚马逊涨超2%；耐克涨超15%，创四年来最大单日涨幅。热门中概股涨跌不一，纳斯达克中国金龙指数涨0.22%，本周累涨3.49%。 小马智行跌超6%，理想汽车、富途控股跌超1%，瑞幸咖啡涨超3%。 | | | 隔夜美股概览 | | | | -- ...

Core Viewpoint - The company reported a mid-single-digit year-on-year decline in total sales for the first quarter of fiscal year 2026, with retail performing better than wholesale and direct online channels outperforming offline channels [1][2] Sales Performance - For the first quarter of fiscal year 2026, total sales in retail and wholesale business decreased by mid-single digits year-on-year, continuing the trend from FY25 Q3-Q4 [2] - Direct store sales area decreased by 1.3% compared to the previous quarter and by 12.3% year-on-year, with the decline in store numbers being managed through the closure of inefficient and loss-making stores [2] Inventory Management - As of the end of May, total inventory decreased year-on-year, aligning with sales trends, and the inventory-to-sales ratio remained stable [2] - The company is cautiously managing new orders and brand partner controls, indicating potential for optimization in inventory age structure while maintaining overall control [1][2] Discount Strategy - The increase in direct online sales proportion has led to a deeper discount in the first quarter, although the extent of discounting has moderated compared to the previous quarter [1][2] Investment Outlook - The company is expected to gradually improve profitability due to its operational resilience and long-term cash returns, despite uncertainties in the current consumer environment and high industry discount levels [3] - The main brand client, Adidas, has maintained strong growth globally and in Greater China, with optimistic guidance for FY2025, anticipating high single-digit growth in currency-neutral revenue [3] - The company has also increased its focus on the outdoor segment, becoming the exclusive agent for brands like Norda, Norrona, and soar in the Chinese market, indicating potential for future growth [3] Profit Forecast - The company maintains its profit forecast, expecting net profits of 1.3 billion, 1.46 billion, and 1.63 billion yuan for fiscal years 2026, 2027, and 2028, representing year-on-year growth of 0.7%, 12.6%, and 11.5% respectively [3] - The reasonable valuation range is maintained at 3.8 to 4.0 HKD, corresponding to a PE ratio of 17 to 18 times for fiscal year 2026, with an "outperform the market" rating [3]

摩根士丹利：将耐克(NKE.N)目标价由61美元上调至64美元。 ...

2206.36亿中值 2240.91亿中值 2191.45亿中值 121.90 139.68 314.93 -0.07(-0.05%) +3.51(+1.13%) +0.44(+0.36%) m 麦当劳 2052.75亿市值 oldma, 高感 = 美国电话电报 AT&T 2014.77亿市值 2115.09亿市值 689.31 287.08 28.00 +2.15(+0.31%) 0.00(0.00%) +1.46(+0.51%) 加拿大皇家银行 CAT 卡特彼勒 (圖片) Uber 优步 1908.30亿市值 1841.09亿市值 1803.80亿市值 91.25 130.52 383.53 -1.86(-2.00%) +0.35(+0.27%) +1.65(+0.43%) 威瑞森通讯 量量 Q 高通 1777.08亿市值 1771.57亿市值 1755.43亿市值 42.15 129.21 159.88 +0.05(+0.11%) +0.99(+0.77%) +1.69(+1.07%) 贝莱德 奥多比 SONY 紫尼 BLACKROCK 貝蕉禮 1637.48亿市值 1611.23亿市值 1582.42 ...

金十数据整理：每日美股市场要闻速递（6月27日 周五） 重要新闻 个股新闻 1. 马斯克发文表示，Grok 4预计将在7月4日后推出。 2. 耐克(NKE.N)Q4财报实现111亿美元营收，同比下滑12%，但仍高出市场预测3.8%；整后每股收益 0.14美元。 3. 丰田汽车(TM.N)5月全球销约95.6万辆，连续第三个月创下历史纪录。 4. 苹果(AAPL.O)宣布美东时间6月26日起对欧盟地区App Store运营规则作出重大调整，以全面遵守欧盟 《数字市场法案》要求，规避可能升级的经济处罚。 5. 瑞银：Meta(META.O)客户AI需求强劲，大幅上调目标价至812美元。 6. 英国竞争监管机构周四表示，正在评估波音(BA.N)拟议收购Spirit的交易是否可能损害英国或其他地 区的市场竞争。 7. Meta(META.O)正与聚焦于人工智能语音领域的AI初创公司Play AI进行收购谈判。 1. 美国5月核心PCE物价指数年率录得2.7%，高于预期的2.6%，创2025年2月以来新高。 2. 交易员预计美联储将于9月开始降息，增加了美联储将在2025年降息3次的押注。 3. 美国5月个人支出月率意 ...

汇丰银行：将耐克(NKE.N)评级由持有上调至买入；目标价格由60美元上调至80美元。 ...

Group 1 - The core viewpoint of the article is that Nike's stock rose over 10% in pre-market trading due to the company's fourth-quarter revenue exceeding expectations [1] Group 2 - Nike's fourth-quarter revenue surpassed market forecasts, indicating strong performance [1]

Group 1 - Xiaomi launched multiple new products including the YU7 car starting at 253,500 yuan, with over 200,000 pre-orders in just 3 minutes [1] - The SU7 Ultra North American limited edition is priced at 814,900 yuan, with only 100 units available permanently and 10 units for the 2025 version [1] - Xiaomi's new MIX Flip2 foldable phone starts at 5,999 yuan, and the AI glasses start at 1,999 yuan [1] - Lei Jun expressed excitement over the YU7 orders and emphasized the need for high standards and rapid production expansion [1] Group 2 - In the US stock market, the Nasdaq rose by 0.97%, the Dow Jones increased by 0.94%, and the S&P 500 gained 0.8%, with both the Nasdaq and S&P 500 reaching near-record closing highs [2][3] - Xiaomi Group's ADR surged nearly 10% following the successful launch of the YU7 [2] - Other Chinese concept stocks showed mixed results, with XPeng Motors dropping over 6% [2][3] Group 3 - Honor has received approval for its IPO guidance from the Shenzhen Securities Regulatory Bureau, marking a significant step towards listing on the A-share market [11] - The company aims to become the first AI terminal ecosystem enterprise listed in A-shares, potentially reshaping the capital market landscape [11] Group 4 - Nike reported fourth-quarter revenue of $11.1 billion, exceeding expectations of $10.72 billion, with a gross margin of 40.3% [19]

耐克(NKE.N)美股盘后涨11%。 ...