EPISODE · Apr 2, 2026 · 4 MIN

抛耐克重仓AI

from AI DeepDive with Jonathan · host Jonathan.M.K

耐克（Nike）：公司警告称其业务扭亏为盈（复苏）所需的时间将比预期更长，导致股价下跌。OpenAI：完成了1220亿美元的融资，使公司估值达到8520亿美元。nCino：受远超预期的财报数据、上调的业绩指引以及其AI工具强劲发展势头的推动，股价大幅上涨。RH：受关税、需求疲软以及悲观前景的影响，这家豪华家具制造商的股价遭到重挫。Public（投资应用）：推出了一项新的AI代理（AI agent）功能，允许投资者在应用内自动化其部分交易策略。

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抛耐克重仓AI

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