名创优品(MNSO)股价今日盘中大涨5.13%,引发市场广泛关注。
消息面上,富瑞银行发布研究报告,指名创优品等大部分内地消费股,应能较好地应付美国对中国进口产品征收10%关税的影响。虽然短期内可能会造成一些干扰,但随着时间的推移,这些企业可通过重新定向采购、产品价格上调等措施来消化成本上升的影响。
报告中指出,名创优品在美国市场销售额占其总销售额约8%。富瑞认为公司可凭借良好的需求状况和毛利率,有能力渡过此次关税调整的阵痛。投资者认为,报告利好名创优品前景,从而令其股价上涨。
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