科技大佬自掏腰包买股支持或许可以为耐克带来一时关注度。受该消息刺激，当地时间周三（12月24 日），耐克股价一度大涨超5%。 此次的增持被市场人士看来是一次"抄底"。这两年里，全球运动品牌"一哥"耐克的日子并不好过，其股 价较 2021 年 11 月创下的 166.19 美元历史高点已累计下跌超过六成。 耐克公司在当地时间12月18日美股盘后公布其截至今年11月底的2026财年二季度财报，营收达 124 亿美 元，同比增长 1%，按固定汇率计算则基本持平；其中自营业务营收 46 亿美元，下降 8%，经销商业务 营收 75 亿美元，增长8%。同期，集团毛利率同比下降 3%至 40.6%；净利润为7.92亿美元，同比大降 32%；每股收益为0.53美元，低于上一财年同期的0.78美元。 耐克方面表示，与前几个季度相比，二季度北美地区的库存状况有所改善。耐克集团库存资产同比下降 3%至77亿美元，其中大中华区库存同比减少中双位数。 耐克的艰难时刻仍未结束。 苹果两任掌门人各有各的喜好，史蒂夫·乔布斯爱NB，但蒂姆·库克更爱耐克。 这位苹果公司现任的掌舵者日前斥资300万美元"抄底"耐克。根据库克12月23日向美国证 ...

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]