金吾财讯 | 摩根士丹利发表研究报告指，耐克(NKE)2025财年第二财季业绩好过预期，但管理层给予的指引透露基本面状况可能会转差，目前迎来拐点的时间仍未明朗，目前预测每股盈利风险将延续至2026年财政年度。
该行表示，对耐克新CEO上任感到充满希望，因此维持“与大市同步”评级，将耐克目标价从80美元降至74美元，认为管理层的第三财季指引设定得较预期较低，相信很大程度可以达标。
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