美股詳情

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耐克

36.80

+0.18000.49%

盤後：36.850.0488+0.13%19:59 EDT

成交量：1,997.49萬

成交額：7.36億

市值：543.98億

市盈率：17.52

高：37.05

開：36.80

低：36.62

收：36.62

52周最高：76.97

52周最低：36.55

股本：14.78億

流通股本：11.77億

量比：0.65

換手率：1.70%

股息：1.63

股息率：4.43%

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：3.66

市盈率(LYR):17.52

資料載入中...

總覽公司新聞公告

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

Deckers Outdoor 上調年度利潤預期

異動解讀｜耐克盤中下跌3.02%，宣佈明年起清退中國數千家線上經銷商

耐克預計本財年毛利率小幅提升。

營收連續8個季度下滑，耐克「甩鍋」給滔搏？

凤凰网港股

滔搏要甩賣耐克庫存？旗艦店：正常在售，沒有甩賣

滔搏客服否認暴力打折甩賣耐克庫存：沒有收到降價通知

同一款鞋價差上百元，耐克終於不忍了，「斷網」滔搏、寶勝，運動零售商告別躺着賺錢

橙綠紅商標戰：7-Eleven為何必須對耐克「亮劍」？

Topsports因失去耐克的線上業務而股價跌至歷史最低點

耐克與滔搏，27年合作為何突然走到盡頭？

【券商聚焦】國信證券維持滔搏(06110)優於大市評級指耐克線上終止短期承壓

分析-在中國市場應對完折扣問題後，耐克仍需贏回消費者

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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":["LU0128525929.USD","BK4561","LU0128525689.USD","LU1267930573.SGD","BK1114","LU1303367103.USD","LU1267930227.SGD","LU0708994859.HKD","NKE","LU0310800379.SGD","BK4146","LU1267930813.SGD","LU0310800965.SGD","LU2098885051.SGD","LU0029864427.USD","BK4585","BK4558","LU0823411888.USD","LU0889566641.SGD","IE00BYQQ9H92.USD","06110","BK4588","LU0052756011.USD","IE00BFXG0V08.USD","BK4534","LU0786609619.USD","BK1512","BK4566","BK4581","LU0792757196.USD","STYL","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":"us","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":["LU2098885051.SGD","LU0889566641.SGD","BK4558","IYK","BK4533","LU1267930573.SGD","LU1267930813.SGD","IE00BYQQ9H92.USD","LU1267930227.SGD","IE00BFXG0V08.USD","LU0310800965.SGD","LU0823411888.USD","LU0029864427.USD","BK4566","BK4146","LU0128525929.USD","LU0792757196.USD","LU1303367103.USD","BK4534","LU0128525689.USD","BK4561","LU0310800379.SGD","BK4581","LU0786609619.USD","NKE","BK4585","STYL","LU0052756011.USD","BK4588","LU0708994859.HKD"],"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":"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/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":["LU0594300419.USD","ANPDY","LU2098885051.SGD","LU0708995583.HKD","LU0261947096.USD","LU0889566641.SGD","BK1227","LU0326950275.SGD","LU0823426480.USD","LU2039709279.SGD","BK1502","BK4533","LU1267930813.SGD","BK1168","IE00BFXG0V08.USD","LU0605514214.HKD","LU0310800965.SGD","LU1188198961.HKD","LU0823411888.USD","82020","LU2488822045.USD","IE0008368742.USD","IE00BGV7N243.SGD","BK1521","BK4146","IE0008369823.USD","IE00BQXX3F31.USD","LU0792757196.USD","LU1303367103.USD","02020","BK4534","LU0128525689.USD","BK1512","BK4561","BK4581","LU0052750758.USD","NKE","BK4585","LU0320764599.SGD","IE00BQXX3D17.EUR","STYL","IE00BYV24P56.USD","BK1500","LU0048597586.USD","IE0031814852.USD","LU0594300179.USD","IE00B031HY20.USD","BK4588","LU2177674079.SGD","LU2008162690.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":"hk","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":["BK4566","LU0792757196.USD","BK4581","BK4533","LU1267930573.SGD","LU1303367103.USD","NKE","BK4561","IE00BYQQ9H92.USD","STYL","LU1267930813.SGD","LU1267930227.SGD","BK4585","BK4534","BK4588","LU0310800965.SGD","LU0786609619.USD","LU0310800379.SGD","BK4558","LU0889566641.SGD","LU0128525929.USD","LU0708994859.HKD","IE00BFXG0V08.USD","LU2098885051.SGD","LU0823411888.USD","LU0052756011.USD","BK4146","LU0029864427.USD","LU0128525689.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":["BK4146","IE00BYQQ9H92.USD","BK4561","LU0128525689.USD","LU0792757196.USD","LU1267930573.SGD","NKE","LU0310800965.SGD","LU0029864427.USD","LU0128525929.USD","BK4533","LU0889566641.SGD","LU1267930227.SGD","BK4534","LU1267930813.SGD","LU2098885051.SGD","LU0052756011.USD","LU0310800379.SGD","LU0708994859.HKD","LU0823411888.USD","BK4588","BK4585","BK4566","BK4581","LU0786609619.USD","IE00BFXG0V08.USD","LU1303367103.USD","BK4558","STYL"],"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 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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":"hk","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":["LU0310800379.SGD","DECK","IE00BYQQ9H92.USD","LU1267930227.SGD","LU0792757196.USD","LU0823411888.USD","LU0128525929.USD","BK4534","BK4566","BK4567","LU0889566641.SGD","LU0786609619.USD","STYL","LU0266013472.USD","BK4585","LU1267930813.SGD","BK4581","LU0708994859.HKD","LU1303367103.USD","LU0128525689.USD","LU0029864427.USD","BK4561","NKE","LU2098885051.SGD","BK4588","LU1267930573.SGD","LU0052756011.USD","LU0310800965.SGD","BK4533","BK4146","IE00BFXG0V08.USD","BK4558"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653377310","title":"Deckers 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上调年度利润预期路透7月23日-德克尔斯户外用品公司（DECK.N）周四上调了年度利润预期，看准了消费者对其跑鞋的强劲需求。该公司预计年度每股收益将在7.35美元至7.50美元之间，而此前预测为7.30美元至7.45美元。","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:nL4S43P2FS:1","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":null,"symbols":["LU0823411888.USD","IE00BYQQ9H92.USD","NKE","BK4558","LU0029864427.USD","LU0310800965.SGD","LU0266013472.USD","IE00BFXG0V08.USD","LU2098885051.SGD","LU0128525689.USD","LU1267930573.SGD","BK4534","LU0786609619.USD","LU0708994859.HKD","BK4581","LU1303367103.USD","DECK","LU0889566641.SGD","LU1267930813.SGD","BK4566","STYL","LU0792757196.USD","BK4146","BK4567","BK4585","LU0052756011.USD","LU0128525929.USD","BK4561","BK4588","BK4533","LU0310800379.SGD","LU1267930227.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1125778500","title":"異動解讀｜耐克盤中下跌3.02%，宣佈明年起清退中國數千家線上經銷商","url":"https://stock-news.laohu8.com/highlight/detail?id=1125778500","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1125778500?lang=zh_tw&edition=fundamental","pubTime":"2026-07-23 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15:54","pubTimestamp":1784793240,"startTime":"0","endTime":"0","summary":"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！　　2026年7月22日，港股开盘的钟声还未散尽，滔搏的股价便一头扎了下去。　　一切只因为盘前的一纸公告——滔搏确认收到耐克正式通知，自2027年1月1日起，其在中国内地的耐克产品线上平台销售将全面终止。截至2026年2月28日的财政年度，来自耐克产品线上平台销售的收入贡献约占滔搏总收入的22%。按照滔搏该财年257.4亿元的总营收计算，涉及金额约56亿元。","market":"sh","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/2026-07-23/doc-iniiusma7842856.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","LU0128525689.USD","LU0029864427.USD","BK4533","NKE","LU1267930573.SGD","LU0310800379.SGD","BK4561","BK4558","BK1512","LU0792757196.USD","LU0128525929.USD","LU0823411888.USD","BK4585","BK4566","LU0786609619.USD","LU0889566641.SGD","LU1303367103.USD","LU2098885051.SGD","LU0310800965.SGD","IE00BYQQ9H92.USD","BK4588","LU1267930813.SGD","06110","BK4146","IE00BFXG0V08.USD","BK1114","LU0708994859.HKD","BK4581","LU1267930227.SGD","BK4534","LU0052756011.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653771450","title":"【券商聚焦】國信證券維持滔搏(06110)優於大市評級 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发布内幕消息公告，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。该业务占滔搏总收入比例约22%，此前传闻落地，预计将对公司短期业务造成重大负面影响。该调整主要基于主力品牌收入预测下调及销售费用率因规模效应减弱而上调。维持其“优于大市”评级，后续重点关注与耐克线下合作的具体安排、其他品牌增长对冲效果及消费复苏进展。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250109/MjJmNDVlM2IxNTc1MzAyMDFjYTFhODQyNzEzMTQ0NzU5OA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MjJmNDVlM2IxNTc1MzAyMDFjYTFhODQyNzEzMTQ0NzU5OA==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1986588","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":null,"symbols":["06110","002736","NKE","KCE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653991227","title":"分析-在中國市場應對完折扣問題後，耐克仍需贏回消費者","url":"https://stock-news.laohu8.com/highlight/detail?id=2653991227","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653991227?lang=zh_tw&edition=fundamental","pubTime":"2026-07-23 06:01","pubTimestamp":1784757664,"startTime":"0","endTime":"0","summary":"分析师普遍认为，耐克大中华区总经理凯茜·斯帕克斯本周宣布的措施，将有助于这家运动服饰巨头解决其第三大市场中泛滥的折扣现象和品牌价值侵蚀问题。耐克一位发言人表示，公司预计在中国的业务进展将分阶段实现，并补充说，在采取措施限制折扣后，过去两个季度公司的线上正价销售额已出现回升。耐克报告称，2026财年其在中国市场的总销售额为58.5亿美元。","market":"hk","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:20260722:nL4S43O2EH:1","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":null,"symbols":["LU0128525929.USD","BK4561","BK4534","BK4566","IE00BYQQ9H92.USD","BK4588","LU2098885051.SGD","LU1267930813.SGD","BK4146","IE00BFXG0V08.USD","LU1303367103.USD","STYL","LU0029864427.USD","BK4533","LU0823411888.USD","BK4585","LU0052756011.USD","LU0889566641.SGD","LU0708994859.HKD","BK4558","LU0786609619.USD","LU1267930573.SGD","LU0128525689.USD","LU0310800379.SGD","NKE","LU1267930227.SGD","BK4581","LU0310800965.SGD","LU0792757196.USD"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":20,"pageCount":5,"totalSize":400,"code":"91000000","status":"200"}]}}