金吾财讯 | 名创优品(MNSO)跌超4%，截至发稿，报18.7美元。消息面上，德银发研报指，名创优品去年第四季的收入与盈利稍逊指引，而其关键经营指标反映去年的收入增长主要受新门店所拉动，尤其是海外市场的自营店铺，公司在内地及海外的同店表现成为许多投资者的顾虑。该行表示，随更多零售门店投入经营，今明两年的经营利润或会受压。所以，该行将其对今明两年的收入预测下调2%至4%，每股盈利预测下调15%至18%，料净利润率会在未来两年跌至15%至16%，在2027年回到16％水平。
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