美银证券发表报告指出，重申对Nike(NKE.US) 的“买入”评级，认为公司在新任首席执行官Elliott Hill上任前的基本重置，可缓和销售失利的风险，并给予Hill灵活实施其策略的机会。
该行认为，Nike首财季每股盈利70美仙超预期，销售跌10%符合预期，毛利与销售及行政费用均胜预期。管理层撤回全年业绩指引，并推迟投资者日。鉴于近期疲弱的趋势，公司预期第二财季的销售下跌8%至10%，毛利跌150点子，差过该行预期。
此外，该行将Nike的2025财年每股盈利预测下调50美仙，至2.7美元，以反映销售额降低及毛利率下降的影响，另对公司目标价由104美元下调至100美元。(jl/w)(美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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