今年圣诞假期，我给妈妈买了一件 1980 年普莱西德湖冬奥会主题的藏青色毛衣。这件衣服对她意义非 凡 —— 彼时她还是纽约州北部的一名大学生，曾亲临现场观看那场著名的 "冰上奇迹" 冰球赛，见证美 国队击败苏联队。时隔近半个世纪，妈妈终于有了一件能纪念那场赛事的周边商品。 有意思的是，这件毛衣并非复古款，而是我从阿伯克龙比 & 费奇购入的全新单品。这个曾在 20 世纪 90 年代末风靡一时、堪称预科生青少年 "顶流潮牌" 的零售商，如今竟开始为婴儿潮一代售卖高品质奥 运周边。这一现象恰恰印证了当下运动服饰市场的广阔前景。阿伯克龙比不仅已与美国国家橄榄球联盟 达成合作，还正积极布局生活方式类运动服饰赛道；而另一边，耐克、露露乐蒙、安德玛这些以专业运 动装备见长的老牌巨头，却正各自深陷不同阶段的发展危机。 核心要点 种种迹象表明，2026 年或将成为整个运动服饰行业的关键转折点。以下是我对新一年跑步装备、足球 球衣及生活方式类运动周边市场的预测。 巨头困局 我们先从头部品牌的动荡说起。按销售额计算，耐克是全球运动服饰领域的绝对领导者。该公司首席执 行官埃利奥特・希尔在 12 月的财报电话会议上表示，耐克目前正处于 ...

来源：市场资讯 （来源：藏金洞） 洞主江湖说：我说的可能都是错的，但值得你去探索和反思。 亲爱的藏金洞友们： 我怎么也没想到，浓眉大眼的耐克，竟然也有被人按在地上摩擦的一天； 这事儿透着一股子邪乎劲儿。 就在刚刚过去的12月22日，苹果CEO、同时也是耐克首席独立董事的库克，在公开市场上豪掷近300万 美元（约合人民币2000多万），买入了5万多股耐克股票。 这事儿怪在哪？ 怪就怪在，这是库克自2005年加入耐克董事会这20年来，第一次动用自己的私房钱在公开市场买股票。 以前他的股份都是公司发的奖励，属于"躺赢"，但这回，他是真把手伸进了自己的口袋。 你要知道，这会儿的耐克，可不是什么香饽饽，而是一个刚交出了一份"灾难级"财报的烫手山芋。 就在库克出手前三天，耐克股价刚刚经历了一波自由落体，一度跌到了52美元的多年低点。 甚至有人说，耐克正在经历"中年危机"，甚至可能会死在"国潮"崛起的中国市场。 那么问题来了：所有人都在逃离，库克这个"老狐狸"为何偏偏要逆行抄底？ 他到底看见了什么我们这帮凡夫俗子看不见的"底牌"？ 兵败山倒？耐克在中国的"惨烈战事" 咱们先来看看，耐克到底输得有多惨。 如果你还是只盯着那点 ...

▲资料图：当地时间2025年10月30日，韩国釜山，美国总统特朗普乘"空军一号"专机启程返回美国。图/IC photo 据《参考消息》报道，美国空军日前表示，波音公司负责建造的美国新一代总统专机"空军一号"再次延期，首机 交付时间将推迟至2028年年中。这是一系列推迟中的最新一次。 去年，美国空军已经把新"空军一号"交付时间推迟到了2027年。如今再次推迟交付时间，已比原计划晚了4年。这 也预示了特朗普有可能在2029年1月其总统任期结束前坐不上新飞机，"鸟枪换炮"的愿望又要落空了。 新"空军一号"是特朗普非常看重的"政绩工程"。早在第一个总统任期内，特朗普就亲自上阵与波音公司砍价，设 计了红蓝白相间的涂装——与他的私人专机相同，如今他的投入可能付诸东流。其中不仅有新"空军一号"技术升 级难度高的原因，还折射出了波音公司的经营困境甚至美国两党政争的痕迹。 10年前就已准备建造 美国总统目前乘坐的两架"空军一号"在1990年就已启用，迄今已用了35年。 早在2015年旧"空军一号"服役到25年时，美国空军就确定了以波音747-8作为下一代新"空军一号"机型平台的方 案。 2018年，特朗普在第一个总统任期内，正 ...

2． 对其经济政策能否助力中期选举存疑——特朗普大力宣传他为美国争取数千亿美元投资的努力，但 他也承认，无法预测这是否会在明年秋天的选举中转化为共和党的政治优势。 3． 美墨就水资源纷争达成协议——美国农业部称，两国政府同意墨西哥将从12月15日当周开始向美方 输送2.49亿立方米的水量，并在1月底前敲定更全面的水资源分配方案。特朗普此前称，如果墨西哥不 立即向美国供水，美国将对墨西哥产品额外征收5%的关税。 4． 取消对白俄罗斯钾肥的制裁——特朗普的特使约翰·科尔表示，美国将取消对白俄罗斯钾肥的制裁。 美国大使馆表示，白俄罗斯释放了123名囚犯，并称美国已准备好"与白俄罗斯开展更多符合美国利益的 接触"。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：金十数据 1． 誓言将对美士兵在叙遇袭身亡采取报复行动——当地时间12月13日，美国国防部称，有两名美国陆 军士兵和一名美国平民翻译在叙利亚遭袭死亡，另有三人受伤。国防部称，军队遭到极端组织"伊斯兰 国"武装分子袭击，袭击者已被打死。对此，美国总统特朗普表示将采取报复行动。 责任编辑：何俊熹 炒股就看金麒麟分析师研报，权威，专 ...

Core Points - Boeing plans to invest over $1 billion to expand its 787 Dreamliner factory in South Carolina to double the production capacity in response to global demand growth [1] - The expansion is expected to create over 1,000 jobs within five years, nearly doubling the current workforce of approximately 8,200 employees at the facility [1] - Boeing's total investment in the South Carolina facility is projected to reach about $3.5 billion over 15 years [1] - The new assembly line is expected to be operational by 2028, with a production target of around 16 Dreamliners per month, exceeding pre-pandemic peak levels [1] - Analysts indicate that this move will help Boeing capitalize on record orders for its 787 and 737 Max projects, but caution that the company remains dependent on a strained supply chain for critical materials [1] - Boeing is currently addressing quality issues at the South Carolina plant, where inspections have revealed minor structural defects in some aircraft [1] Additional Information - U.S. Treasury Secretary and South Carolina Governor attended the groundbreaking ceremony, highlighting Boeing's CEO's praise for President Trump’s role in promoting aircraft sales [2] - Boeing plans to begin hiring mechanics, engineers, and logistics experts next summer to support the increased production, with new employees undergoing a year of training before production scale-up [2] - Despite controversies surrounding delays in the delivery of the "Air Force One" aircraft, Trump has been one of Boeing's most vocal supporters [2]

Core Points - Two U.S. Navy aircraft from the USS Nimitz crashed in the South China Sea, prompting the carrier to turn back to Washington state [1][2] - All five crew members from the incidents were rescued and reported to be in stable condition [1] - The cause of the accidents is under investigation, with speculation from President Trump suggesting it may be due to poor-quality fuel [1] Summary by Sections Incident Details - The USS Nimitz is returning to its home base in Kitsap, Washington, after the crash incidents [2] - The aircraft involved included an MH-60R Seahawk helicopter and an F/A-18F Super Hornet [1] - The Nimitz is the oldest aircraft carrier in the U.S. Navy and is expected to undergo decommissioning after this deployment [2] Investigation and Speculation - The military has not disclosed specific details regarding the weather, mechanical failures, or training exercises related to the crashes [1] - President Trump indicated that the accidents "could be due to poor-quality fuel," dismissing the possibility of sabotage [1]

Core Points - A US Navy aircraft, including an MH-60R Seahawk helicopter and an F/A-18F Super Hornet, crashed in the South China Sea during a mission, with all crew members rescued [1][2] - The US Navy Pacific Fleet reported that the incidents occurred on October 26, while the USS Nimitz carrier strike group was conducting its final deployment in the region before returning to the US West Coast [1] - President Trump commented on the unusual nature of the crashes, suggesting potential fuel quality issues and emphasizing the need to investigate the incidents [1] Group 1 - The Chinese Foreign Ministry expressed willingness to provide humanitarian assistance if requested by the US [2] - The spokesperson highlighted that the US military's frequent presence in the South China Sea contributes to regional security issues and undermines peace and stability [2] - A report from a Chinese think tank indicated that the US military maintains a high-intensity presence in the South China Sea and surrounding areas in 2024 [2] Group 2 - Military expert Song Zhongping noted that the US military's frequent displays of force in the South China Sea under the guise of "freedom of navigation" are intended to assert military presence [2] - He also pointed out that the prolonged deployment of US aircraft carriers in the Middle East and other regions, combined with a decline in morale among some personnel, has increased safety risks [2]

Core Points - The U.S. Secret Service discovered a suspected "hunting stand" near the landing area of Air Force One at Palm Beach International Airport, prompting heightened security measures for President Trump's travel [1][3] - The facility was found in a tree, providing a clear view of the airport, and is being investigated by the FBI, which has not yet identified any related individuals [3] - Air Force One utilized a shorter and sturdier boarding ladder for Trump's departure, allowing access from the belly of the aircraft instead of the usual higher ladder [4]

Group 1: U.S. Military Developments - The U.S. Department of Defense announced the construction of a training facility for the Qatari Air Force at the Mountain Home Air Force Base in Idaho, aimed at training Qatari pilots for F-15 aircraft [2][4] - The facility will accommodate 12 F-15 aircraft and approximately 300 personnel from both the U.S. and Qatar, with construction costs covered by Qatar and oversight provided by U.S. contractors [2][3] - The establishment of this facility has sparked controversy, particularly among conservative circles, with some claiming it implies a foreign military presence on U.S. soil [3][4] Group 2: U.S. Military Operations in Latin America - The U.S. is forming a "Joint Task Force" under the Southern Command to oversee military operations in Latin America, specifically targeting drug trafficking [5][6] - This initiative is part of a broader strategy to combat drug cartels and prevent drug trafficking to the U.S., with a clear message that the U.S. will take action against those attempting to smuggle drugs [5][6] - Recent military deployments in the Caribbean have resulted in the destruction of at least four "drug boats" and the deaths of 21 alleged traffickers, indicating an escalation in U.S. military presence in the region [6]

Core Viewpoint - The meeting between U.S. President Trump and Russian President Putin is significant, with high-level officials accompanying Trump, indicating the importance of the discussions [1] Group 1 - Trump departed for Anchorage, Alaska, to attend the U.S.-Russia summit, with a scheduled departure time of 6:45 AM, which was delayed by over an hour [1] - Key officials accompanying Trump include the Secretary of State, the Secretary of Commerce, and the Director of the CIA, highlighting the strategic importance of the meeting [1] - The meeting will begin with a one-on-one discussion between Trump and Putin, followed by talks with their respective delegations and a working lunch [1]