3月28日，名创优品（MNSO）股价盘中大跌5.17%，引发市场关注。截至发稿，该股报18.7美元。
消息面上，德意志银行最新发布的研究报告可能是导致股价下跌的主要原因。该报告指出，名创优品去年第四季度的收入与盈利略低于预期指引。德银分析师特别强调，公司的关键经营指标显示，去年的收入增长主要由新门店拉动，尤其是海外市场的自营店铺。然而，公司在中国内地及海外市场的同店销售表现已成为众多投资者的担忧焦点。
基于这些因素，德银预计名创优品在未来两年的经营利润可能会受到压力。该行已将公司2025年和2026年的收入预测下调2%至4%，每股盈利预测更大幅下调15%至18%。德银还预计，名创优品的净利润率在未来两年可能降至15%至16%的水平，并可能要到2027年才能回升到16%。这一系列下调预期的举动，无疑对投资者信心造成了打击，进而引发了今日的股价跌势。
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