美股詳情

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耐克

39.48

-1.2700-3.12%

盤後：39.540.0600+0.15%19:59 EDT

成交量：4,152.50萬

成交額：16.41億

市值：583.59億

市盈率：18.80

高：39.87

開：39.52

低：39.03

收：40.75

52周最高：79.51

52周最低：38.86

股本：14.78億

流通股本：11.77億

量比：1.86

換手率：3.53%

股息：1.63

股息率：4.13%

每股收益(TTM):2.10

每股收益(LYR):2.10

淨資產收益率：22.14%

總資產收益率：6.97%

市淨率：3.93

市盈率(LYR):18.80

資料載入中...

總覽公司新聞資訊公告

【券商聚焦】長江證券維持滔搏(06110)買入評級指耐克線上終止短期承壓

耐克渠道大清洗，賣不動是經銷商的問題？

耐克「戒斷」經銷商

當大品牌收回授權，經銷商還能怎麼活？

耐克中國需要安踏徐陽

耐克中國可能誤解了「價格戰」信號？治標更要治本

福特效仿耐克球鞋限量發售模式，主推車輛個性化定製以增厚利潤

环球市场播报

數據簡報-美國企業面臨網絡攻擊激增的局面

大中華區連跌八季，耐克揮刀砍向「中間商」，滔搏失血56億元

一雙鞋四個價，耐克向「內卷」的經銷商開刀了

经济观察报

從「飛人」到「打折王」，耐克清退數千家線上經銷商，「揮劍斬舊情」能否重奪市場？

球鞋愛好者市場份額流失，耐克股價反而迎來利好

环球市场播报

耐克收回線上渠道，滔搏迎來27年合作的轉折點

红星资本局

耐克新帥第一刀砍向渠道商滔搏否認暴力打折甩賣耐克庫存

中国网财经

耐克中國女掌門收回線上經銷權：「一雙鞋」的定價權歸誰？

耐克自砍一刀，但安踏的作業不好抄

國貨全面崛起，耐克連連撤退！

外骨骼救得了耐克嗎？

耐克動刀，安踏笑了

得益於直銷強勁，Deckers盈利超預期，上調年度預測

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10:42","pubTimestamp":1785292975,"startTime":"0","endTime":"0","summary":"耐克在中国内地市场的渠道变革，正在轰轰烈烈的展开，而头部经销商滔搏国际将受到一次巨大的冲击。当然，也不能忽视线下渠道，耐克直营店并不多，特别在下沉渠道，仍然是靠滔搏等经销商数千门店的覆盖。日常运动与穿搭客群大规模流向国货，倒逼耐克经销商常年五折清仓，进一步透支品牌价值，陷入不打折卖不动，而打折贬溢价的恶性循环。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1784907722780997467","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["BK4588","LU0128525929.USD","LU2098885051.SGD","LU1267930227.SGD","LU0786609619.USD","LU0310800379.SGD","LU0128525689.USD","LU1267930573.SGD","BK4566","IE00BFXG0V08.USD","LU1267930813.SGD","LU0052756011.USD","LU1303367103.USD","BK4558","NKE","LU0708994859.HKD","IE00BYQQ9H92.USD","BK4146","LU0029864427.USD","LU0889566641.SGD","BK4534","STYL","BK4533","BK4561","BK4581","LU0310800965.SGD","LU0792757196.USD","LU0823411888.USD","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654705090","title":"耐克「戒斷」經銷商","url":"https://stock-news.laohu8.com/highlight/detail?id=2654705090","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654705090?lang=zh_tw&edition=fundamental","pubTime":"2026-07-28 17:13","pubTimestamp":1785229995,"startTime":"0","endTime":"0","summary":"面对这场地震，耐克给出的解释是“减少线上渠道碎片化”，把分散的渠道收归官方。这五个月，对耐克来说是搭建自营团队的过渡期，但对经销商而言，却是一条明确的死亡线。连续八个季度下滑之后耐克选择拿经销商开刀7月23日，#滔搏暴力打折甩卖耐克库存#冲上热搜第一。比正在“暴力打折”的经销商还便宜了20块。滔搏与宝胜，是耐克在中国的两家主力经销商。但在DTC模式下，耐克绕过经销商、通过自营渠道直接销售。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1785125574240001330","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["BK4533","LU0128525929.USD","STYL","BK4146","LU0792757196.USD","BK4534","LU0823411888.USD","LU0128525689.USD","LU1303367103.USD","IE00BYQQ9H92.USD","NKE","LU0708994859.HKD","LU1267930227.SGD","LU0029864427.USD","LU0310800965.SGD","IE00BFXG0V08.USD","LU0786609619.USD","LU0052756011.USD","LU1267930813.SGD","BK4585","LU0889566641.SGD","BK4561","BK4581","LU0310800379.SGD","LU2098885051.SGD","BK4558","LU1267930573.SGD","BK4566","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654070570","title":"當大品牌收回授權，經銷商還能怎麼活？","url":"https://stock-news.laohu8.com/highlight/detail?id=2654070570","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654070570?lang=zh_tw&edition=fundamental","pubTime":"2026-07-28 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11:46","pubTimestamp":1785210410,"startTime":"0","endTime":"0","summary":"7月15日，安踏确认徐阳辞任安踏品牌CEO，集团联席CEO赖世贤代理接手。7月22日，滔搏、宝胜相继公告，收到耐克正式通知：自2027年1月1日起，将终止在中国内地线上平台销售耐克产品。安踏等不起徐阳，而耐克中国却正需要一个徐阳。她接手时，耐克大中华区已经连续8个季度营收下滑。最后一件，才是耐克中国真正的命门。2019年，安踏联合财团以46亿欧元买下亚玛芬体育，徐阳开始负责始祖鸟中国业务。耐克曾经是中国运动行业的教科书。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1785146488764256215","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["LU1267930573.SGD","LU0052756011.USD","LU1303367103.USD","IE00B031J352.USD","LU0128525689.USD","LU0594300179.USD","LU0823411888.USD","BK1500","BK4534","LU0792757196.USD","NKE","LU0244354667.USD","LU0594300419.USD","BK4588","STYL","02020","LU0261947096.USD","IE00BQXX3C00.GBP","IE00BFXG0V08.USD","LU0889566641.SGD","LU2039709279.SGD","IE00BGV7N243.SGD","LU0326950275.SGD","BK1168","BK4558","BK4566","82020","LU0128525929.USD","LU2177674079.SGD","ANPDY","LU0029864427.USD","IE00BYV24P56.USD","LU0708994859.HKD","LU0052750758.USD","BK1227","IE0008368742.USD","IE00BQXX3F31.USD","BK4581","LU0823426308.USD","LU0786609619.USD","LU0823426480.USD","LU0310800965.SGD","LU0650527681.SGD","LU2008162690.USD","LU0048597586.USD","LU0261950470.USD","LU0251144936.SGD","IE00BYQQ9H92.USD","BK4533","BK4146"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654047940","title":"耐克中國可能誤解了「價格戰」信號？治標更要治本","url":"https://stock-news.laohu8.com/highlight/detail?id=2654047940","media":"虎嗅APP","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654047940?lang=zh_tw&edition=fundamental","pubTime":"2026-07-27 22:34","pubTimestamp":1785162840,"startTime":"0","endTime":"0","summary":"乱世用重典，考虑到耐克大中华区业绩连续8个季度下滑，申凯希开出一味猛药，也在情理之中。耐克高层认为，本应依靠体育专业性驱动增长。大中华区已连续八个季度营收同比负增长，成为耐克全球唯一持续负增长的核心市场。申凯希明确表示，此次调整的目的“不是减少购物入口，而是减少线上渠道碎片化，加强消费旅程的完整性”。耐克同时在进行更广泛的变革。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://mp.weixin.qq.com/s?__biz=MTQzMjE1NjQwMQ==&mid=2656189741&idx=3&sn=3f0ad554dbde66fdd3e081ae07b47b74&chksm=67fc8b293e2ecb880c70cd76cd7ae2f2e5429c0fbf9c59b1786201f5718b7ccca4170ef1bf8c&scene=0#rd","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"weixin_highlight","symbols":["BK4566","BK4588","LU1303367103.USD","LU1267930227.SGD","BK4581","LU1267930573.SGD","IE00BFXG0V08.USD","LU0786609619.USD","LU0310800379.SGD","LU0823411888.USD","LU0889566641.SGD","BK4534","LU0128525929.USD","BK4146","BK4558","LU1267930813.SGD","BK4533","LU2098885051.SGD","BK4561","LU0128525689.USD","LU0708994859.HKD","LU0052756011.USD","LU0310800965.SGD","NKE","BK4585","LU0029864427.USD","STYL","LU0792757196.USD","IE00BYQQ9H92.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654304820","title":"福特效仿耐克球鞋限量發售模式，主推車輛個性化定製以增厚利潤","url":"https://stock-news.laohu8.com/highlight/detail?id=2654304820","media":"环球市场播报","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654304820?lang=zh_tw&edition=fundamental","pubTime":"2026-07-27 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15:51","pubTimestamp":1785138660,"startTime":"0","endTime":"0","summary":"证券之星留意到，耐克此前披露的2026财年第四季度财报显示，来自大中华区的收入同比下降17%，这已是耐克大中华区连续八个季度营收同比负增长。耐克大中华区总经理申凯希表示，调整旨在减少渠道碎片化，创造一致的消费体验。若按照2026财年257.4亿元的总营收计算，涉及金额约56亿元。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/s/2026-07-27/doc-inikfsuy8462709.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["STYL","LU1303367103.USD","BK4146","LU0310800379.SGD","LU1267930227.SGD","NKE","LU0128525929.USD","LU0889566641.SGD","LU2098885051.SGD","BK4581","LU1267930813.SGD","BK4533","LU0052756011.USD","LU0310800965.SGD","BK1114","LU1267930573.SGD","LU0786609619.USD","06110","BK4561","BK4585","LU0792757196.USD","BK4566","LU0823411888.USD","IE00BYQQ9H92.USD","IE00BFXG0V08.USD","BK4558","BK4588","LU0708994859.HKD","BK1512","LU0029864427.USD","BK4534","LU0128525689.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654133068","title":"一雙鞋四個價，耐克向「內卷」的經銷商開刀了","url":"https://stock-news.laohu8.com/highlight/detail?id=2654133068","media":"经济观察报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654133068?lang=zh_tw&edition=fundamental","pubTime":"2026-07-26 13:02","pubTimestamp":1785042120,"startTime":"0","endTime":"0","summary":"耐克这一调整是在多重压力下对历史路径的修正，也是其在中国市场30余年渠道策略的最大转向。　　彼时，在贺雁峰叙事中，耐克的责任应该是创造需求、市场扩容，而非与经销商争利。　　可不到2年时间，围绕线上经销权，耐克与大中华区的经销商们还是走到了岔路口。　　7月22日，耐克在华两大经销商滔搏、宝胜发布公告称，其在中国内地的耐克产品线上平台销售将于2027年1月1日起全面终止。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/companyt/2026-07-26/doc-inikcchp1050952.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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18:58","pubTimestamp":1784977080,"startTime":"0","endTime":"0","summary":"　　家人们，现在你的鞋柜里，还有耐克吗？　　但这可不是什么“618返场”或者“双11提前购”，而是滔搏被耐克“分手”了，在甩库存。　　7月22日，耐克正式宣布，到2027年1月1日，终止和滔搏、宝胜这两家合作了27年和25年的“老队友”的线上销售授权。　　所以，耐克这次清退几千家线上经销商，是一场豪赌。　　清退线上经销商，或许只是耐克品牌自救之路的一个开始。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/bxjj/2026-07-25/doc-iniizkxc4333682.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0310800379.SGD","BK4585","LU0029864427.USD","STYL","LU0708994859.HKD","BK4581","IE00BYQQ9H92.USD","LU0792757196.USD","NKE","LU1267930573.SGD","LU0052756011.USD","BK4588","LU1267930813.SGD","BK4533","LU0128525689.USD","LU0128525929.USD","BK4146","LU1267930227.SGD","LU0310800965.SGD","IE00BFXG0V08.USD","BK4566","LU1303367103.USD","LU0786609619.USD","LU2098885051.SGD","BK4534","BK4561","LU0823411888.USD","LU0889566641.SGD","BK4558"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653583038","title":"球鞋愛好者市場份額流失，耐克股價反而迎來利好","url":"https://stock-news.laohu8.com/highlight/detail?id=2653583038","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653583038?lang=zh_tw&edition=fundamental","pubTime":"2026-07-24 22:06","pubTimestamp":1784901960,"startTime":"0","endTime":"0","summary":"人物穿搭蓝色卷边牛仔裤、灰色袜子，脚踩红、酒红、橙配色亚瑟士跑鞋。“老爹鞋” 风潮让亚瑟士红利满满。　　耐克在潮流球鞋赛道败给日本品牌亚瑟士。对亚瑟士而言，这场胜利暗藏隐忧；而对耐克来说，这实则是一场低调的胜利。过去三年，亚瑟士是运动鞋股表现最强的标的，股价涨幅翻了三倍有余。　　耐克远期市盈率回落至 23 倍，较自身历史均值低 22%；亚瑟士市盈率升至 26 倍，今年年内完成对耐克的反超。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-07-24/doc-iniixnhf1560216.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0792757196.USD","LU0128525689.USD","LU0823411888.USD","LU1267930573.SGD","LU0310800965.SGD","LU1267930813.SGD","STYL","LU0708994859.HKD","LU0889566641.SGD","BK4534","BK4585","LU0029864427.USD","BK4146","IE00BFXG0V08.USD","LU0052756011.USD","IE00BYQQ9H92.USD","BK4533","BK4581","LU1303367103.USD","NKE","BK4588","BK4566","LU0310800379.SGD","LU0786609619.USD","LU2098885051.SGD","BK4558","BK4561","LU0128525929.USD","LU1267930227.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653089333","title":"耐克收回線上渠道，滔搏迎來27年合作的轉折點","url":"https://stock-news.laohu8.com/highlight/detail?id=2653089333","media":"红星资本局","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653089333?lang=zh_tw&edition=fundamental","pubTime":"2026-07-24 18:32","pubTimestamp":1784889162,"startTime":"0","endTime":"0","summary":"7月22日，滔搏国际控股有限公司（06110.HK）发布公告，确认收到耐克正式通知：集团在中国内地的耐克产品线上平台销售将于2027年1月1日起全面终止。消息落地当天，滔搏股价低开14.66%，盘中一度跌至1.34港元，创下历史新低，收盘跌幅超过24%，单日市值蒸发超28亿港元。第二天，股价继续下跌6.9%，再度刷新历史低点。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202607243820613396.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202607243820613396.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU1267930227.SGD","NKE","LU1267930573.SGD","LU0052756011.USD","BK4588","STYL","LU2098885051.SGD","LU0786609619.USD","IE00BFXG0V08.USD","LU1267930813.SGD","IE00BYQQ9H92.USD","LU0889566641.SGD","BK4534","BK4561","LU0310800379.SGD","LU1303367103.USD","BK4581","BK1114","BK4558","LU0792757196.USD","BK4533","LU0708994859.HKD","BK4146","LU0128525929.USD","LU0823411888.USD","06110","LU0029864427.USD","LU0128525689.USD","BK1512","LU0310800965.SGD","BK4585","BK4566"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653083504","title":"耐克新帥第一刀砍向渠道商 滔搏否認暴力打折甩賣耐克庫存","url":"https://stock-news.laohu8.com/highlight/detail?id=2653083504","media":"中国网财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653083504?lang=zh_tw&edition=fundamental","pubTime":"2026-07-24 17:40","pubTimestamp":1784886036,"startTime":"0","endTime":"0","summary":"中国网财经7月24日讯中国市场业绩连续下滑的耐克开启了自救之路，宣布从2027年1月1日起，终止和滔搏、宝胜等中国线上经销商的合作。耐克不仅要终止与头部经销商的线上合作，更计划在半年内清退中国市场数千家在线经销商。而主导这一变革的正是耐克大中华区新帅申凯希。今年3月底，耐克大中华区董事长兼CEO董炜卸任，自一线干起、拥有25年耐克从业经验、从美国总部空降的申凯希接任。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202607243820558859.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202607243820558859.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK4146","BK4585","LU0889566641.SGD","LU0310800965.SGD","IE00BFXG0V08.USD","LU1267930813.SGD","LU1267930227.SGD","BK1114","LU0128525929.USD","BK4588","LU0052756011.USD","BK4561","LU0310800379.SGD","LU0029864427.USD","LU2098885051.SGD","BK4581","BK4566","NKE","BK1512","LU0823411888.USD","LU1267930573.SGD","06110","LU1303367103.USD","BK4558","IE00BYQQ9H92.USD","LU0792757196.USD","STYL","BK4534","LU0708994859.HKD","LU0786609619.USD","LU0128525689.USD","BK4533"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653013067","title":"耐克中國女掌門收回線上經銷權：「一雙鞋」的定價權歸誰？","url":"https://stock-news.laohu8.com/highlight/detail?id=2653013067","media":"财中社","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653013067?lang=zh_tw&edition=fundamental","pubTime":"2026-07-24 14:32","pubTimestamp":1784874720,"startTime":"0","endTime":"0","summary":"曾几何时，在中国消费者眼中，耐克的折扣几乎与经销商划上了等号。在消费者星星的印象里，第一次买耐克还是在老家的授权门店。门头挂着耐克招牌，付款时会员却显示“胜道体育”。店员告诉她，胜道体育背后的宝胜国际，是耐克在中国的重要经销商，线上小程序还能打八折。后来，随着电商兴起，她开始习惯在滔搏、耐克官方旗舰店等多个渠道之间“比价”，五折、六折甚至更低折扣的耐克鞋服并不少见。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202607243820380795.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202607243820380795.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU1267930227.SGD","NKE","LU1267930573.SGD","LU0052756011.USD","BK4588","IYK","STYL","LU2098885051.SGD","LU0786609619.USD","IE00BFXG0V08.USD","LU1267930813.SGD","IE00BYQQ9H92.USD","LU0889566641.SGD","BK4534","BK4561","LU0310800379.SGD","LU1303367103.USD","BK4581","BK4558","LU0792757196.USD","BK4533","LU0708994859.HKD","BK4146","LU0128525929.USD","LU0823411888.USD","LU0029864427.USD","LU0128525689.USD","LU0310800965.SGD","BK4585","BK4566"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653706432","title":"耐克自砍一刀，但安踏的作業不好抄","url":"https://stock-news.laohu8.com/highlight/detail?id=2653706432","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653706432?lang=zh_tw&edition=fundamental","pubTime":"2026-07-24 13:47","pubTimestamp":1784872053,"startTime":"0","endTime":"0","summary":"7月22日，滔搏于港交所发布公告称，其在前一交易日收盘后收到耐克正式通知，自2027年1月1日起，滔搏在中国内地开展的耐克产品线上平台销售业务将全面终止。同日，耐克另一零售合作伙伴宝胜国际亦发布公告证实，其内地耐克产品线上销售授权将同步于 2027年1月1日终止。这也是同为体育用品领域的头部品牌公司，耐克、阿迪的毛利率长期低于50%，但安踏的毛利率不仅超过50%，而且常常保持在60%上下的一大原因。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1784799625435887074","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["IE00BQXX3F31.USD","LU0326950275.SGD","BK4534","BK1500","LU0320764599.SGD","IE0008368742.USD","LU0708995583.HKD","BK1168","STYL","LU0310800965.SGD","BK1227","ANPDY","LU2177674079.SGD","LU0048597586.USD","NKE","BK4588","BK4561","BK1502","LU0605514214.HKD","82020","BK1512","BK1521","LU0823426480.USD","LU0052750758.USD","LU2039709279.SGD","LU1303367103.USD","LU0889566641.SGD","IE00BGV7N243.SGD","LU2098885051.SGD","IE0031814852.USD","BK4146","IE00BQXX3D17.EUR","IE00BYV24P56.USD","LU0261947096.USD","LU0594300419.USD","IE0008369823.USD","LU0792757196.USD","LU1188198961.HKD","02020","IE00B031HY20.USD","LU0823411888.USD","LU1267930813.SGD","BK4533","BK4581","LU0128525689.USD","LU2488822045.USD","LU2008162690.USD","BK4585","IE00BFXG0V08.USD","LU0594300179.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653705408","title":"國貨全面崛起，耐克連連撤退！","url":"https://stock-news.laohu8.com/highlight/detail?id=2653705408","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653705408?lang=zh_tw&edition=fundamental","pubTime":"2026-07-24 12:53","pubTimestamp":1784868808,"startTime":"0","endTime":"0","summary":"并且耐克还官宣全面清退中国数千家在线经销商。分支机构信息显示，该公司旗下分支机构均已注销。滔搏在公告中直言“耐克产品线上平台销售收入约占集团总收入的22%”，“公司董事会预计，此次终止将在短期内对滔搏业务造成重大负面影响”。冷静的数字显示，这已经是耐克大中华区连续8个季度的营收负增长。如今，安踏等国货运动品牌的全面崛起，已完全可以实现洋大牌平替。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1784802913759066010","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["LU0128525929.USD","BK4534","LU0823411888.USD","IE00BFXG0V08.USD","IE00BYQQ9H92.USD","LU0128525689.USD","LU0310800379.SGD","BK4533","BK4585","LU0786609619.USD","BK4558","LU1267930573.SGD","LU1267930813.SGD","LU2098885051.SGD","LU0708994859.HKD","STYL","BK4561","BK4581","LU1267930227.SGD","BK4566","BK4146","NKE","LU0029864427.USD","LU0310800965.SGD","LU0052756011.USD","BK4588","LU0889566641.SGD","LU1303367103.USD","LU0792757196.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653093387","title":"外骨骼救得了耐克嗎？","url":"https://stock-news.laohu8.com/highlight/detail?id=2653093387","media":"字母榜","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653093387?lang=zh_tw&edition=fundamental","pubTime":"2026-07-24 12:14","pubTimestamp":1784866494,"startTime":"0","endTime":"0","summary":"从耐克联合研发的Project Amplify动力跑鞋，到始祖鸟发布全球首款外骨骼裤 ，再到安踏的AI人工肌腱智能防护系统，探路者发布Crest C3外骨骼，运动品牌们仿佛约好了一般，争相给自己的产品装上“赛博腿”。2026年耐克股价持续走低，市值年内蒸发超300亿美元，近乎跌没了一个阿迪达斯。不止始祖鸟，耐克、安踏和探路者等运动品牌纷纷布局外骨骼。外骨骼的出现，恰好填补了这一空白。更重要的是，外骨骼还能为运动品牌带来新的市场增量。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8v1FeqIywmn","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["BK4566","BK4146","BK4533","IE00BYQQ9H92.USD","IE00BFXG0V08.USD","LU0128525929.USD","LU1267930813.SGD","LU1303367103.USD","BK4561","BK4558","LU1267930227.SGD","LU2098885051.SGD","BK4585","LU0792757196.USD","LU1267930573.SGD","LU0128525689.USD","LU0708994859.HKD","BK4588","LU0889566641.SGD","BK4534","LU0052756011.USD","LU0310800379.SGD","LU0310800965.SGD","LU0823411888.USD","NKE","STYL","LU0786609619.USD","BK4581","LU0029864427.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653670350","title":"耐克動刀，安踏笑了","url":"https://stock-news.laohu8.com/highlight/detail?id=2653670350","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653670350?lang=zh_tw&edition=fundamental","pubTime":"2026-07-24 11:32","pubTimestamp":1784863971,"startTime":"0","endTime":"0","summary":"耐克2026财年大中华区全年营收58.47亿美元，同比下滑11%，按固定汇率计下降13%。2025年，安踏集团营收802.19亿元，同比增长13.3%，首次突破800亿大关。当耐克的经销商从这些平台上消失时，安踏的店铺就是最自然的\"替代品\"。耐克注销80多家分支机构的时候，安踏的毛细血管已经铺到了中国每一个县城的商业街。迪桑特流水首次突破100亿元，成为安踏集团第三个百亿级品牌。耐克在\"断臂\"，安踏在\"长肌肉\"。耐克中国连续多个季度负增长。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1784795800702391068","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["IE00BYV24P56.USD","IE00B031J352.USD","ANPDY","BK1500","LU0650527681.SGD","LU1267930813.SGD","LU0889566641.SGD","LU1267930227.SGD","BK4581","LU0052756011.USD","82020","LU0605514214.HKD","LU0048597586.USD","IE00B031HY20.USD","NKE","LU0029864427.USD","IE00BYQQ9H92.USD","LU0128525929.USD","BK1227","STYL","LU0326950275.SGD","BK4588","LU0320764599.SGD","IE0008368742.USD","LU2039709279.SGD","IE00BMCWC346.EUR","IE00BQXX3C00.GBP","LU0261950470.USD","LU0310800965.SGD","IE0008369823.USD","02020","LU0786609619.USD","LU0823426308.USD","LU2098885051.SGD","IE00BGV7N243.SGD","BK4561","LU2008162690.USD","LU0463099449.HKD","LU0244354667.USD","LU0310800379.SGD","BK1502","BK4585","LU0251143458.SGD","BK4566","LU0140636845.USD","LU0594300419.USD","LU0261947096.USD","LU0823411888.USD","LU1831875114.USD","BK1168"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653776878","title":"得益於直銷強勁，Deckers盈利超預期，上調年度預測","url":"https://stock-news.laohu8.com/highlight/detail?id=2653776878","media":"路透中文","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653776878?lang=zh_tw&edition=fundamental","pubTime":"2026-07-24 04:28","pubTimestamp":1784838524,"startTime":"0","endTime":"0","summary":"更新版 2-得益于直销强劲，Deckers盈利超预期，上调年度预测全文重新撰写，并在第5段中添加了分析师评论Koyena Das路透7月23日-德克尔斯户外用品公司周四公布的季度利润超出华尔街预期，并上调了全年盈利预测。其旗下Hoka和UGG鞋类品牌的需求强劲，加之高毛利的直销业务增长，共同推动了公司盈利能力的提升。第一季度，其Hoka品牌销售额增长7.7%，而UGG品牌销售额增长4.9%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260723:nL4S43P2H0:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["STYL","LU0310800965.SGD","BK4558","BK4561","LU0266013472.USD","DECK","LU0786609619.USD","LU1267930573.SGD","BK4566","BK4581","LU0310800379.SGD","LU2098885051.SGD","BK4533","LU0128525689.USD","LU0128525929.USD","BK4585","BK4588","IE00BFXG0V08.USD","BK4567","BK4146","LU0708994859.HKD","BK4534","LU0889566641.SGD","LU1267930813.SGD","LU0052756011.USD","LU0792757196.USD","LU0823411888.USD","NKE","LU1303367103.USD","LU0029864427.USD","LU1267930227.SGD","IE00BYQQ9H92.USD"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":20,"pageCount":3,"totalSize":400,"code":"91000000","status":"200"}]}}