耐克(Nike,股票代码NKE)在盘后交易中大涨8.48%,主因其发布的2025财年第二季度财报较为亮眼,令市场对其前景看涨。
数据显示,耐克第二季度销售额123.54亿美元,同比虽有7.72%的下滑,但较分析师预期121.33亿美元高出1.82%。季度销售业绩超预期的主因是新产品上市取得佳绩,如新款Air Max 95、Jordans和Pegasus等运动鞋和跑步鞋大受消费者欢迎,有效拉动了整体销售额。
另外,市场人士预计,新任CEO埃利奥特-希尔或将推动耐克重返过去高利润率的核心业务轨道,如加大在高毛利跑步鞋类产品的力度等,折射出耐克未来恢复增长、整合资源专注利润最大化的美好前景。所以投资者对耐克的盈利复苏预期大增,集中买盘入场,推高了其股价。
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