智通财经APP获悉，滔搏(06110)跌超6%，截至发稿，跌6.22%，报3.47港元，成交额6864.2万港元。
消息面上，耐克周四警告称，由于这家运动鞋巨头的复苏计划所需时间超出预期，同时还需应对新关税和消费者信心下滑的挑战，预计本季度销售额将出现两位数百分比的降幅。最新业绩显示，该公司第三财季净收入同比跌32%至7.9亿美元，营收同比跌9%至112.7亿美元。此外，耐克在中国市场的收入大幅下滑17%。国金证券此前指出，公司体内耐克与阿迪产品占比接近85%，因此公司经营与耐克阿迪表现相关度较高。
招银国际近期指出，预期滔搏2025财年4季度和全年业绩表现好于预期。根据该行的渠道调研和各品牌管理层的评论，预计2025财年4季度零售流水只下降低个位数，较第三季度的中个位数下降有所改善。全年预测销售下降5%，优于公司之前高个位数下降的指引。改善因素包括：1）宏观环境好于预期（政府补贴、假期增加、部分城市房价稳定），2）阿迪达斯及户外品牌表现超预期，3）电商销售表现良好（提前促销、O2O库存管理改善）。
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