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Are markets in an AI boom or an AI bubble? Plus, Trump's top two contenders to be the next Fed chair
Youtube· 2025-12-13 06:10
[music] Hello and welcome to Market Domination Overtime. Taking a look at the market close, we have read across the board, at least in terms of the majors. Looks like the Dow down about half a percent or 250 points, NASDAQ down 1.7% and the S&P off 1%.Let's go to the Wi-Fi Interactive and I'll check out the week in stocks. This is today. Let's check out the 5day and the Dow.still looking at gains of 1% there. The Nasdaq though that is sinking into the reds down 1.6% and the S&P 500 also red but down about 2 ...
BTIG's Robert Drbul talks his bull case for Nike in 2026
Youtube· 2025-12-13 05:58
Joining us now is Robert Durbal, consumer retail analyst at BTIG. Robert, how much of this Nike call in particular is about its new CEO gaining traction in a turnaround. How much is about consumer strength overall.>> Um, hi John. I think overall it's a little bit of both. you know, from our perspective, you know, I think Elliott Hill is definitely laying the right foundation for the turnaround, but we're definitely very measured in terms of how quickly it can happen.And you know, but when we think of where ...
Lululemon's leadership change is a big positive for the business, says Jefferies' Randy Konik
Youtube· 2025-12-13 04:42
He is upgrading those shares today after having a sell rating on them for more than two years now. That analyst is Randy Ko, the senior analyst at Jeffre who covers many of these athleisure and athletic apparel type names. So let's talk a little bit about this >> why you've been a bear for a while and and you've been correct.Y >> what exactly was the primary catalyst for why you think that this stock is now upside down. >> Look, it all it all started with uh a leadership issue with the company. So what we n ...
1 Incredible Reason to Buy Nike Stock Before Dec. 18
The Motley Fool· 2025-12-12 08:07
Nike is shaking up its leadership and its focus in an attempt to rebound.Nike (NKE +2.98%) is set to release fiscal second-quarter 2026 earnings after market close on Dec. 18. The company is trading well below its 52-week high of $82 and could see a significant rally if the athletic apparel retailer beats market estimates for a second consecutive quarter.While one-day stock performance isn't important for long-term investors, I think Nike's "Win Now" campaign is one incredible reason to buy Nike before the ...
What's Going On With Nike Stock Thursday? - Nike (NYSE:NKE)
Benzinga· 2025-12-12 02:28
核心观点 - 耐克股价上涨 投资者对产品线和关键渠道需求信号转强感到乐观 公司正通过拓展亚马逊等渠道触及更广泛消费群体以重获增长动力 [1] - 美国银行分析师重申买入评级 目标价84美元 认为第三季度营收展望是关键指标 公司过去一年的库存优化和产品创新努力将助推销售在第三季度迎来拐点 [2][3] 分析师观点与预期 - 第三季度营收展望被视为最重要的观察指标 批发发货、早期世界杯需求以及更低的同比基数将支撑业绩拐点 [3] - 由于促销活动减少 直面消费者渠道的客流量疲软带来持续压力 同时去年的低价产品组合将对报告的批发趋势造成阻力 [4] - 预计这些因素将相互抵消 使固定汇率计营收增长大致持平 并在第四季度改善 清晰的库存结合更强的销售信息将标志着健康的复苏 [5] - 毛利率前景仍是投资者争论的关键 公司曾提醒复苏过程很少是线性的 [5] - 预计第二季度固定汇率计销售额将小幅下滑 之后稳步改善 部分投资者担忧此预期可能仍显乐观 [6] - 随着北美地区同比基数变得容易 毛利率增长存在不确定性 公司在下半年还将面临额外的关税压力 模型显示毛利率将温和扩张 但若产品销售趋势强劲则存在上行潜力 [6] 渠道与市场策略 - 公司通过亚马逊店铺面向以往服务不足的价值导向型消费者 该平台上的产品组合倾向于价格低于100美元的鞋类 [7] - 大中华区的复苏可能缓慢 预计压力将持续至2026财年 宝胜国际的销售自6月以来已趋稳 但数字渠道仍存在深度折扣的高促销活动 [8] - 管理层旨在通过焕新店铺概念提升售罄率 但显著销售增长预计要到2027财年才会出现 [9] 财务与市场表现 - 耐克将于12月18日周四发布2026财年第二季度财务业绩 [1] - 截至发稿时 耐克股价上涨2.01% 报67.11美元 [9]
Earnings Preview: Nike (NKE) Q2 Earnings Expected to Decline
ZACKS· 2025-12-12 00:01
Nike (NKE) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended November 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on December 18, might help the stock move higher if these key numbers are better than expectations. ...
耐克中国高中篮球联赛正式开赛 全国校园篮球进入“耐高时间”
证券日报网· 2025-12-11 19:21
本报讯 (记者梁傲男)一年一度的青少年热血篮球盛事"耐克中国高中篮球联赛"(以下简称"耐高") 正式开赛,12月10日,男子卫冕冠军广东实验中学与女子卫冕冠军清华附中各自坐镇主场,迎战由全国 优秀高中球员组成的"耐高精英联队",宣告着全国校园篮球正式进入"耐高时间"。 赛场之外,耐克也将持续为耐高球员提供更广阔的成长通道。作为耐高体系的重要组成部分,耐高也将 选拔优秀联赛球员(全明星)踏上赴美国的篮球发展之旅,走进更高强度、更高水平的真实对抗环境, 与世界同龄球员同场竞技,在挑战中积累经验、拓宽视野、加速成长。 耐克始终坚持对青少年篮球与女子篮球同等重视、长期投入。无论是男生还是女生,只要站上耐高赛 场,便拥有同样被看见、被支持和被成就的机会。耐高不仅是竞技平台,更是一条通往更大舞台的通 道。耐克希望用最专业的赛事体系、最真实的高水平对抗,以及持续延展的成长路径,为每一位热爱篮 球的年轻人提供一个通往梦想的最好舞台。 学生们自发参与投票互动、篮球知识问答,用属于自己的方式为主队加油助威。比赛当晚,整齐的口 号、鼓点与呐喊席卷全场,将校园能量持续注入赛场,成为球队最强的"第六人"。球队助威团用持续高 涨的声浪回 ...
2025-26耐克中国高中联赛正式开赛
北京商报· 2025-12-11 18:58
北京商报讯(记者 张君花)12月10日,"耐克中国高中联赛"正式开赛。男子卫冕冠军广东实验中学与 女子卫冕冠军清华附中各自坐镇主场,迎战由全国优秀高中球员组成的"耐高精英联队",宣告全国校园 篮球正式进入"耐高时间"。本次耐高揭幕战延续了上赛季"卫冕冠军对阵耐高精英联队"的赛制,并首次 延伸到女子赛场。该赛制也将逐渐成为耐高揭幕阶段的传统。在赛场之外,耐克也将持续为耐高球员提 供更广阔的成长通道。作为耐高体系的重要组成部分,耐高也将选拔优秀联赛球员(全明星)踏上赴美 国的篮球发展之旅,走进更高强度、更高水平的真实对抗环境,与世界同龄球员同场竞技,在挑战中积 累经验、拓展视野、加速成长。耐克始终坚持对青少年篮球与女子篮球同等重视、长期投入。 ...
全线大涨!美联储降息!特朗普回应!鲍威尔重磅发声!
天天基金网· 2025-12-11 09:11
美国股市整体表现 - 当地时间12月10日,美国三大股指全线收涨,道指涨1.05%,标普500指数涨0.67%,纳指涨0.33% [7][8] - 美联储如期降息25个基点,将联邦基金利率目标区间下调至3.50%—3.75%,这是年内第三次降息 [4][16][17] - 美联储降息提振市场信心,叠加AI投资加码与能源金融板块强势表现,市场风险偏好回升 [10] 美股主要板块及个股表现 - 道指成份股中,耐克涨3.91%,卡特彼勒涨3.56%,强生公司涨3.32%,摩根大通涨3.20%,美国运通涨3.18% [9][10] - 芯片股普遍上涨,费城半导体指数涨1.29%,创历史新高 [5][22][23] - 芯片股中,美光科技涨4.47%,迈威尔科技涨4.02%,高通涨3.53%,应用材料涨3.00% [25][26] - 中概股多数上涨,纳斯达克中国金龙指数涨0.64%,万得中概科技龙头指数涨0.61% [11][12] - 中概科技龙头指数成份股中,美团涨3.24%,小米集团涨2.23%,阿里巴巴涨1.86% [14][15] 美联储政策与市场观点 - 美联储点阵图显示政策制定者仍预计明年降息一次,与9月份的预期相同,预计到明年年底通胀率将放缓至2.4%左右 [17] - 美联储主席鲍威尔表示,美国经济前景整体稳定,经济活动温和扩张,劳动力市场逐步降温,通胀虽已明显回落但仍高于2%目标 [19] - 美国总统特朗普认为降息幅度太小,本可以更大,并希望利率能“低得多” [4][20][21] - 白宫国家经济委员会主任哈塞特表示,还有很大的降息空间,更强劲的数据可能支持降息50个基点 [21] 行业趋势与预测 - 摩根士丹利预计,到2030年,智能体购物将占电商10%—20%的市场份额 [6][27] - 摩根士丹利研报指出,到2030年,智能体购物者可能代表1900亿美元至3850亿美元的美国电商支出 [28] - 约有23%的美国人在过去1个月内使用人工智能进行购物,人工智能驱动的购物在杂货和消费品领域最为常见 [28]