智通财经APP获悉,名创优品(09896)涨超4%,截至发稿,涨4.28%,报46.3港元,成交额6822.54万港元。
消息面上,中金此前研报指出,每年4季度是公司海外业务旺季,4Q24公司哈利波特IP产品首次全球同步上新,相关产品在全球多地实现热销,该行看好公司4Q24的收入成长性和盈利能力。德邦证券则表示,看好公司在海外市场的门店扩张空间,以及IP升级战略驱动下的单店盈利弹性,有望从渠道零售商逐步升级为品牌零售商,获得更高的估值溢价。
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