Reddit用户讨论Nike财报不及预期与股价前景
NKE thoughts
I’ve been watching Nike for a few months but haven’t bought any as of yet. The quarterly earning report was obviously another disappointment for a stock that has had its share.
我关注耐克已经几个月了，但至今尚未买入。季度财报显然让这只股票再次令人失望。
There are a few things that I think are worth thinking about.
有几件事我认为值得思考。
- This isn’t just Nike, the whole apparel sector is under pressure and this is certainly contributing.
- Sentiment is absolutely awful right now which it’s helping push prices down.
- Piles of short selling, in the future could be supportive when the shorts are unwound.
- 这不仅仅是耐克的问题，整个服装行业都面临压力，这肯定也起到了推波助澜的作用。
- 目前市场情绪极其糟糕，这正在帮助压低股价。
- 大量的做空头寸在未来空头回补时可能会提供支撑。
I keep thinking there’s probably going to be a very attractive time to invest but I think we could see sub $30 per share prices on tax loss harvesting at the end of the year.
我一直觉得可能很快会出现一个极具吸引力的投资时机，但我认为在年底的税务亏损收割中，我们可能会看到每股低于30美元的价格。
更进一步：量化金融体系
看懂新闻只是起点——沿量化金融路径，把它变成能交付的工程能力