亚太服装鞋类供应链:从耐克 2025 财年第三季度业绩得出的启示

智通财经APP
22 Mar

摩根士丹利 3 月 21 日发布亚太服装和鞋类供应链研究报告。耐克在产品创新方面的努力以及其对 2025 年秋季高性能产品的乐观预期,与我们对亚洲主要原始设备制造商(OEM)的预期相符,这为这些制造商在 2025 年上半年的财务表现奠定了短期底部,并且在 2025 年下半年有可能恢复增长势头。耐克 2025 财年第三季度总收入表现较好,但 2025 财年第四季度业绩指引较弱耐克公布的 2025 ...

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