名创优品绩后大涨！有望冲击50港元？
$名创优品 (09896.HK)$ 港股绩后大涨，财报显示，前三季实现收入同比增加22.8%，公司拓店持续发力。借助海外市场，名创优品能否冲击50港元？
+ 关注
+2
全部
精选
暂无数据
APP内打开
{"data":{"themeId":"f144fc882ead462886584aa401070da5","name":"名创优品绩后大涨！有望冲击50港元？","description":"$名创优品 (09896.HK)$ 港股绩后大涨，财报显示，前三季实现收入同比增加22.8%，公司拓店持续发力。借助海外市场，名创优品能否冲击50港元？","image":"https://static.tigerbbs.com/b91126f6e87691db5840995815645ecf","type":0,"style":1,"follow":false,"createTime":1727145031742,"userCounts":2,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":f144fc882ead462886584aa401070da5}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowFollow":true,"hasReward":true,"rewardScore":500,"rewardValidDate":1733900400000,"rewardEnd":true,"symbols":[],"tweetCounts":36,"categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"名创优品绩后大涨！有望冲击50港元？","tweetAmount":36,"imageIsDefault":false},"tab":"essen","allList":[{"id":380347009175784,"gmtCreate":1733883627439,"gmtModify":1733884515676,"author":{"id":"3472519648945556","authorId":"3472519648945556","name":"小花佳","avatar":"https://static.tigerbbs.com/09f19791b485239bf3b19fe40f9f0d43","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472519648945556","authorIdStr":"3472519648945556"},"themes":[],"htmlText":"最近买了一些名创优品的小东西，发现质量比以前好很多，比如一个手机壳，材质做工确实不错，好的产品必定能带动好的企业业绩","listText":"最近买了一些名创优品的小东西，发现质量比以前好很多，比如一个手机壳，材质做工确实不错，好的产品必定能带动好的企业业绩","text":"最近买了一些名创优品的小东西，发现质量比以前好很多，比如一个手机壳，材质做工确实不错，好的产品必定能带动好的企业业绩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380347009175784","isVote":1,"tweetType":1,"viewCount":612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380283504153032,"gmtCreate":1733880397547,"gmtModify":1733881118137,"author":{"id":"4195461056224402","authorId":"4195461056224402","name":"weifengxi","avatar":"https://static.tigerbbs.com/aaa3be329f55cd53dbf73bf1a9d375f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4195461056224402","authorIdStr":"4195461056224402"},"themes":[],"htmlText":"名创优品的股价能否突破50港元，取决于多个因素： • 强劲的财报支持：如果名创优品的业绩持续好于预期，且未来的增长前景得到充分验证，那么股价突破50港元是有可能的。 • 资本市场的认可：市场对名创优品的估值是否会继续提升，也与行业整体估值水平、竞争格局及资本市场的投资情绪密切相关。 • 短期技术面：在技术分析上，若股价突破了关键的技术阻力位（如过去的高点或重要均线位置），也可能会引发进一步的上涨。 然而，股价突破50港元也面临一定的风险因素： • 全球经济不确定性：如疫情反复、经济增长放缓等因素可能影响消费者的支出，进而影响名创优品的业绩。 • 激烈的市场竞争：零售行业竞争异常激烈，如果名创优品无法保持其产品的独特性和市场份额，可能会影响股价表现。 • 宏观政策风险：尤其是中国市场的政策变化（如消费税、进出口政策等）可能对其经营产生一定影响。","listText":"名创优品的股价能否突破50港元，取决于多个因素： • 强劲的财报支持：如果名创优品的业绩持续好于预期，且未来的增长前景得到充分验证，那么股价突破50港元是有可能的。 • 资本市场的认可：市场对名创优品的估值是否会继续提升，也与行业整体估值水平、竞争格局及资本市场的投资情绪密切相关。 • 短期技术面：在技术分析上，若股价突破了关键的技术阻力位（如过去的高点或重要均线位置），也可能会引发进一步的上涨。 然而，股价突破50港元也面临一定的风险因素： • 全球经济不确定性：如疫情反复、经济增长放缓等因素可能影响消费者的支出，进而影响名创优品的业绩。 • 激烈的市场竞争：零售行业竞争异常激烈，如果名创优品无法保持其产品的独特性和市场份额，可能会影响股价表现。 • 宏观政策风险：尤其是中国市场的政策变化（如消费税、进出口政策等）可能对其经营产生一定影响。","text":"名创优品的股价能否突破50港元，取决于多个因素： • 强劲的财报支持：如果名创优品的业绩持续好于预期，且未来的增长前景得到充分验证，那么股价突破50港元是有可能的。 • 资本市场的认可：市场对名创优品的估值是否会继续提升，也与行业整体估值水平、竞争格局及资本市场的投资情绪密切相关。 • 短期技术面：在技术分析上，若股价突破了关键的技术阻力位（如过去的高点或重要均线位置），也可能会引发进一步的上涨。 然而，股价突破50港元也面临一定的风险因素： • 全球经济不确定性：如疫情反复、经济增长放缓等因素可能影响消费者的支出，进而影响名创优品的业绩。 • 激烈的市场竞争：零售行业竞争异常激烈，如果名创优品无法保持其产品的独特性和市场份额，可能会影响股价表现。 • 宏观政策风险：尤其是中国市场的政策变化（如消费税、进出口政策等）可能对其经营产生一定影响。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380283504153032","isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380131425665336,"gmtCreate":1733839671778,"gmtModify":1733839761718,"author":{"id":"3566535570907407","authorId":"3566535570907407","name":"賺个迈凯轮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566535570907407","authorIdStr":"3566535570907407"},"themes":[],"htmlText":"请问现在什么是风口","listText":"请问现在什么是风口","text":"请问现在什么是风口","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380131425665336","isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":379741819937088,"gmtCreate":1733735844192,"gmtModify":1733735846404,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"themes":[],"htmlText":"想象空间巨大啊！","listText":"想象空间巨大啊！","text":"想象空间巨大啊！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/379741819937088","isVote":1,"tweetType":1,"viewCount":886,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377987488121184,"gmtCreate":1733324820613,"gmtModify":1733324823044,"author":{"id":"3547173468803019","authorId":"3547173468803019","name":"俊bad","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547173468803019","authorIdStr":"3547173468803019"},"themes":[],"htmlText":"明天要被杀了...港股，回调....","listText":"明天要被杀了...港股，回调....","text":"明天要被杀了...港股，回调....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377987488121184","isVote":1,"tweetType":1,"viewCount":706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378022646263848,"gmtCreate":1733318351252,"gmtModify":1733318356116,"author":{"id":"10000000000010486","authorId":"10000000000010486","name":"理想之城","avatar":"https://static.tigerbbs.com/afa8fd7934742274cc59594904a5c223","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010486","authorIdStr":"10000000000010486"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09896\">$名创优品(09896)$</a> <a href=\"https://laohu8.com/S/MNSO\">$名创优品(MNSO)$</a> 一家美国店的盈利能力抵得上五家其他国家的店，美国的计划是开2000家店，自己算算那得有多少利润。拿稳了，2000亿市值绝对不是梦。","listText":"<a href=\"https://laohu8.com/S/09896\">$名创优品(09896)$</a> <a href=\"https://laohu8.com/S/MNSO\">$名创优品(MNSO)$</a> 一家美国店的盈利能力抵得上五家其他国家的店，美国的计划是开2000家店，自己算算那得有多少利润。拿稳了，2000亿市值绝对不是梦。","text":"$名创优品(09896)$ $名创优品(MNSO)$ 一家美国店的盈利能力抵得上五家其他国家的店，美国的计划是开2000家店，自己算算那得有多少利润。拿稳了，2000亿市值绝对不是梦。","images":[{"img":"https://static.tigerbbs.com/ab643d5a3afae655da7af4d065b9ec37","width":"540","height":"531"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/378022646263848","isVote":1,"tweetType":1,"viewCount":1500,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"content":"想象空间巨大啊！","text":"想象空间巨大啊！","html":"想象空间巨大啊！"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":377860774109224,"gmtCreate":1733287018019,"gmtModify":1733287019850,"author":{"id":"10000000000010478","authorId":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010478","authorIdStr":"10000000000010478"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MNSO\">$名创优品(MNSO)$</a> 中概消费股是短线主力啊。名创优品的扩张速度和品牌吸引力都不错。挨套了也无所谓，拿就完事了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MNSO\">$名创优品(MNSO)$</a> 中概消费股是短线主力啊。名创优品的扩张速度和品牌吸引力都不错。挨套了也无所谓，拿就完事了","text":"$名创优品(MNSO)$ 中概消费股是短线主力啊。名创优品的扩张速度和品牌吸引力都不错。挨套了也无所谓，拿就完事了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377860774109224","isVote":1,"tweetType":1,"viewCount":989,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377861041516568,"gmtCreate":1733286995712,"gmtModify":1733286997879,"author":{"id":"10000000000010477","authorId":"10000000000010477","name":"老刘该睡了","avatar":"https://static.tigerbbs.com/5085eb698e32f93414f5f47622156f8d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010477","authorIdStr":"10000000000010477"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MNSO\">$名创优品(MNSO)$</a> 名创优品的出海进程和品牌升级效果相当可以啊，业绩兑现了市场预期。现在风口正好，50完全有希望，等调整加仓","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MNSO\">$名创优品(MNSO)$</a> 名创优品的出海进程和品牌升级效果相当可以啊，业绩兑现了市场预期。现在风口正好，50完全有希望，等调整加仓","text":"$名创优品(MNSO)$ 名创优品的出海进程和品牌升级效果相当可以啊，业绩兑现了市场预期。现在风口正好，50完全有希望，等调整加仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/377861041516568","isVote":1,"tweetType":1,"viewCount":1049,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377288217948584,"gmtCreate":1733150509446,"gmtModify":1733150511611,"author":{"id":"3547173468803019","authorId":"3547173468803019","name":"俊bad","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547173468803019","authorIdStr":"3547173468803019"},"themes":[],"htmlText":"有可能，时间作证....","listText":"有可能，时间作证....","text":"有可能，时间作证....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377288217948584","isVote":1,"tweetType":1,"viewCount":726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377348767879176,"gmtCreate":1733145958498,"gmtModify":1733145961013,"author":{"id":"10000000000010488","authorId":"10000000000010488","name":"欲山行","avatar":"https://static.tigerbbs.com/e460befb8b73628d17452d4795753dfd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010488","authorIdStr":"10000000000010488"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09896\">$名创优品(09896)$</a> <a href=\"https://laohu8.com/S/MNSO\">$名创优品(MNSO)$</a> 谷子经济越来越被主流资金看重了，商场里的谷子店像雨后春笋一样冒出来，行业的春天已经来了。说到谷子领域的真正龙头，那就是名创优品，他们IP产品销售额已经破100亿，跟超过150个全球知名的IP有合作，每年推出超过10000款新IP产品，累计卖出去的IP产品超过8亿件。","listText":"<a href=\"https://laohu8.com/S/09896\">$名创优品(09896)$</a> <a href=\"https://laohu8.com/S/MNSO\">$名创优品(MNSO)$</a> 谷子经济越来越被主流资金看重了，商场里的谷子店像雨后春笋一样冒出来，行业的春天已经来了。说到谷子领域的真正龙头，那就是名创优品，他们IP产品销售额已经破100亿，跟超过150个全球知名的IP有合作，每年推出超过10000款新IP产品，累计卖出去的IP产品超过8亿件。","text":"$名创优品(09896)$ $名创优品(MNSO)$ 谷子经济越来越被主流资金看重了，商场里的谷子店像雨后春笋一样冒出来，行业的春天已经来了。说到谷子领域的真正龙头，那就是名创优品，他们IP产品销售额已经破100亿，跟超过150个全球知名的IP有合作，每年推出超过10000款新IP产品，累计卖出去的IP产品超过8亿件。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377348767879176","isVote":1,"tweetType":1,"viewCount":1233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377347041861640,"gmtCreate":1733145537107,"gmtModify":1733145539557,"author":{"id":"10000000000010490","authorId":"10000000000010490","name":"三藏大法师","avatar":"https://static.tigerbbs.com/0c5f20005843fcfdee4fc28ff79506cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010490","authorIdStr":"10000000000010490"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MNSO\">$名创优品(MNSO)$</a> <a href=\"https://laohu8.com/S/09896\">$名创优品(09896)$</a> 国内情况开始好转，A股零售指数一直在创新高。公司在海外快速扩张，收入大增，这为明年的利润增长打下了基础。分红加上回购，给投资者的回报很高。之前股价不涨，一方面是因为中资股整体表现不佳，另一方面是因为海外增长情况不明朗。现在中资股稳住了，公司业绩也明确了，没理由股价不涨。","listText":"<a href=\"https://laohu8.com/S/MNSO\">$名创优品(MNSO)$</a> <a href=\"https://laohu8.com/S/09896\">$名创优品(09896)$</a> 国内情况开始好转，A股零售指数一直在创新高。公司在海外快速扩张，收入大增，这为明年的利润增长打下了基础。分红加上回购，给投资者的回报很高。之前股价不涨，一方面是因为中资股整体表现不佳，另一方面是因为海外增长情况不明朗。现在中资股稳住了，公司业绩也明确了，没理由股价不涨。","text":"$名创优品(MNSO)$ $名创优品(09896)$ 国内情况开始好转，A股零售指数一直在创新高。公司在海外快速扩张，收入大增，这为明年的利润增长打下了基础。分红加上回购，给投资者的回报很高。之前股价不涨，一方面是因为中资股整体表现不佳，另一方面是因为海外增长情况不明朗。现在中资股稳住了，公司业绩也明确了，没理由股价不涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377347041861640","isVote":1,"tweetType":1,"viewCount":1442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377263825190952,"gmtCreate":1733125359676,"gmtModify":1733125361727,"author":{"id":"10000000000010478","authorId":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010478","authorIdStr":"10000000000010478"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/09896\">$名创优品(09896)$</a> 便宜实在应该是第一位。我以前一直觉得名创优品是丐版muji，但现在好像走出了自己有特色的一条路。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/09896\">$名创优品(09896)$</a> 便宜实在应该是第一位。我以前一直觉得名创优品是丐版muji，但现在好像走出了自己有特色的一条路。","text":"$名创优品(09896)$ 便宜实在应该是第一位。我以前一直觉得名创优品是丐版muji，但现在好像走出了自己有特色的一条路。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377263825190952","isVote":1,"tweetType":1,"viewCount":599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377264292388872,"gmtCreate":1733125334599,"gmtModify":1733125336661,"author":{"id":"10000000000010477","authorId":"10000000000010477","name":"老刘该睡了","avatar":"https://static.tigerbbs.com/5085eb698e32f93414f5f47622156f8d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010477","authorIdStr":"10000000000010477"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/09896\">$名创优品(09896)$</a> 名创优品这两年在年轻消费群体中的影响力越来越大了。随着品牌知名度和市场份额的提升名创优品后面的股价看不到顶啊。短期的表现只是开始，50年底前突破吧","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/09896\">$名创优品(09896)$</a> 名创优品这两年在年轻消费群体中的影响力越来越大了。随着品牌知名度和市场份额的提升名创优品后面的股价看不到顶啊。短期的表现只是开始，50年底前突破吧","text":"$名创优品(09896)$ 名创优品这两年在年轻消费群体中的影响力越来越大了。随着品牌知名度和市场份额的提升名创优品后面的股价看不到顶啊。短期的表现只是开始，50年底前突破吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377264292388872","isVote":1,"tweetType":1,"viewCount":707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353922632999080,"gmtCreate":1727415075838,"gmtModify":1727415080038,"author":{"id":"3435655686982177","authorId":"3435655686982177","name":"交易wei生","avatar":"https://static.tigerbbs.com/8d7089c97a952e0c1f938647435df9e8","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3435655686982177","authorIdStr":"3435655686982177"},"themes":[],"htmlText":"龙国零售业已死[喷血] [喷血] [喷血] [喷血] [喷血] [喷血] [喷血] [喷血] ","listText":"龙国零售业已死[喷血] [喷血] [喷血] [喷血] [喷血] [喷血] [喷血] [喷血] ","text":"龙国零售业已死[喷血] [喷血] [喷血] [喷血] [喷血] [喷血] [喷血] [喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353922632999080","isVote":1,"tweetType":1,"viewCount":978,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353182500159640,"gmtCreate":1727247615500,"gmtModify":1727248004761,"author":{"id":"9000000000000325","authorId":"9000000000000325","name":"贝克汉姆零距离","avatar":"https://static.tigerbbs.com/eb0370d3fa6e993a9a62f4b7ba0130a1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000325","authorIdStr":"9000000000000325"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MNSO\">$名创优品(MNSO)$</a> 抄底个鸡毛，等给解套了直接跑路了，这公司不在乎股东收益的","listText":"<a href=\"https://laohu8.com/S/MNSO\">$名创优品(MNSO)$</a> 抄底个鸡毛，等给解套了直接跑路了，这公司不在乎股东收益的","text":"$名创优品(MNSO)$ 抄底个鸡毛，等给解套了直接跑路了，这公司不在乎股东收益的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353182500159640","isVote":1,"tweetType":1,"viewCount":1114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353182689247528,"gmtCreate":1727247591583,"gmtModify":1727247593600,"author":{"id":"9000000000000324","authorId":"9000000000000324","name":"贝尼特斯23","avatar":"https://static.tigerbbs.com/7e0b33ca1e2c701ffc48fb8eb32fb4c8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000324","authorIdStr":"9000000000000324"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MNSO\">$名创优品(MNSO)$</a> <a href=\"https://laohu8.com/S/601933\">$永辉超市(601933)$</a> 名创优品这个票跌多少买多少就对了，越跌越有性价比，拿长线不会亏","listText":"<a href=\"https://laohu8.com/S/MNSO\">$名创优品(MNSO)$</a> <a href=\"https://laohu8.com/S/601933\">$永辉超市(601933)$</a> 名创优品这个票跌多少买多少就对了，越跌越有性价比，拿长线不会亏","text":"$名创优品(MNSO)$ $永辉超市(601933)$ 名创优品这个票跌多少买多少就对了，越跌越有性价比，拿长线不会亏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353182689247528","isVote":1,"tweetType":1,"viewCount":770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353199371882584,"gmtCreate":1727237512634,"gmtModify":1727239231109,"author":{"id":"3545908393145622","authorId":"3545908393145622","name":"木木李888","avatar":"https://static.tigerbbs.com/45745c0f1227cd5b3f9ba8f03945f75b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545908393145622","authorIdStr":"3545908393145622"},"themes":[],"htmlText":"永辉的股价如果下跌财报会体现 也不是完全没有 坏处","listText":"永辉的股价如果下跌财报会体现 也不是完全没有 坏处","text":"永辉的股价如果下跌财报会体现 也不是完全没有 坏处","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353199371882584","isVote":1,"tweetType":1,"viewCount":1257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353050908021080,"gmtCreate":1727234065104,"gmtModify":1727234241330,"author":{"id":"3482808518866931","authorId":"3482808518866931","name":"江瀚视野","avatar":"https://static.laohu8.com/3c6e4485cf99feeda324217af19f8174","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3482808518866931","authorIdStr":"3482808518866931"},"themes":[],"title":"名创优品入主永辉，名创62亿大手笔投资该咋看？","htmlText":"<a href=\"https://laohu8.com/S/MNSO\">$名创优品(MNSO)$</a> 最近一段时间，如果要问新零售市场到底有什么事情最值得市场关注，名创优品入主永辉成为了市场议论的焦点，名创优品的大手笔投资我们到底该怎么分析？对于双方又会有什么样的影响？ 一、名创优品入主永辉 据凤凰科技的报道，名创优品在港交所公告，以62.7亿人民币收购永辉超市29.4%的股权，交易完成后名创优品预计将成为永辉超市第一大股东，进一步扩大其线下零售版图。 “看不懂，60多亿买一堆大卖场，看不懂需求”，一位零售行业从业者在看到交易消息时如此感慨。虽然业内众人直呼看不懂，但这的确是实体零售行业沉寂多年后迎来的第一个重磅利好消息。根据披露，此次收购资金来自于名创优品及其股东的自有及自筹资金。 名创优品首席财务官张靖京特别表示，“我们预计不会控制董事会的多数席位，因此，我们不会作为永辉超市的控股股东、实控人，也不会合并财务报表，这是根据目前的情况作出的判断。预计交易2025年上半年完成，在此期间每一个重要节点会向大家披露。” 根据8月23日永辉超市披露的半年报，2024年上半年其实现营业收入377.79亿元，同比下降10.11%；净利润2.75亿元，同比下降26.34%。 同样是在8月，胡润研究院发布了《2023胡润中国500强》，名创优品刚刚荣登新上榜企业TOP10。 最新财报则显示，2023年名创优品全年收入突破138亿元，同比增长近40%，调整后净利润约23.6亿元。 二、名创62亿大手笔投资究竟该咋看？ 名创优品此次的投资对于很多人都会感觉看不懂，但是真的是看不懂吗？我们该怎么看这样的一笔大手笔投资呢？ 首先，在当前新零售市场风云变幻的背景下，名创优品收购永辉超市29.4%的股权，虽然看似出乎市场预料，但细细分析，这一举动实则符合行业发展的内在逻辑与趋势。新零售市场的竞争","listText":"<a href=\"https://laohu8.com/S/MNSO\">$名创优品(MNSO)$</a> 最近一段时间，如果要问新零售市场到底有什么事情最值得市场关注，名创优品入主永辉成为了市场议论的焦点，名创优品的大手笔投资我们到底该怎么分析？对于双方又会有什么样的影响？ 一、名创优品入主永辉 据凤凰科技的报道，名创优品在港交所公告，以62.7亿人民币收购永辉超市29.4%的股权，交易完成后名创优品预计将成为永辉超市第一大股东，进一步扩大其线下零售版图。 “看不懂，60多亿买一堆大卖场，看不懂需求”，一位零售行业从业者在看到交易消息时如此感慨。虽然业内众人直呼看不懂，但这的确是实体零售行业沉寂多年后迎来的第一个重磅利好消息。根据披露，此次收购资金来自于名创优品及其股东的自有及自筹资金。 名创优品首席财务官张靖京特别表示，“我们预计不会控制董事会的多数席位，因此，我们不会作为永辉超市的控股股东、实控人，也不会合并财务报表，这是根据目前的情况作出的判断。预计交易2025年上半年完成，在此期间每一个重要节点会向大家披露。” 根据8月23日永辉超市披露的半年报，2024年上半年其实现营业收入377.79亿元，同比下降10.11%；净利润2.75亿元，同比下降26.34%。 同样是在8月，胡润研究院发布了《2023胡润中国500强》，名创优品刚刚荣登新上榜企业TOP10。 最新财报则显示，2023年名创优品全年收入突破138亿元，同比增长近40%，调整后净利润约23.6亿元。 二、名创62亿大手笔投资究竟该咋看？ 名创优品此次的投资对于很多人都会感觉看不懂，但是真的是看不懂吗？我们该怎么看这样的一笔大手笔投资呢？ 首先，在当前新零售市场风云变幻的背景下，名创优品收购永辉超市29.4%的股权，虽然看似出乎市场预料，但细细分析，这一举动实则符合行业发展的内在逻辑与趋势。新零售市场的竞争","text":"$名创优品(MNSO)$ 最近一段时间，如果要问新零售市场到底有什么事情最值得市场关注，名创优品入主永辉成为了市场议论的焦点，名创优品的大手笔投资我们到底该怎么分析？对于双方又会有什么样的影响？ 一、名创优品入主永辉 据凤凰科技的报道，名创优品在港交所公告，以62.7亿人民币收购永辉超市29.4%的股权，交易完成后名创优品预计将成为永辉超市第一大股东，进一步扩大其线下零售版图。 “看不懂，60多亿买一堆大卖场，看不懂需求”，一位零售行业从业者在看到交易消息时如此感慨。虽然业内众人直呼看不懂，但这的确是实体零售行业沉寂多年后迎来的第一个重磅利好消息。根据披露，此次收购资金来自于名创优品及其股东的自有及自筹资金。 名创优品首席财务官张靖京特别表示，“我们预计不会控制董事会的多数席位，因此，我们不会作为永辉超市的控股股东、实控人，也不会合并财务报表，这是根据目前的情况作出的判断。预计交易2025年上半年完成，在此期间每一个重要节点会向大家披露。” 根据8月23日永辉超市披露的半年报，2024年上半年其实现营业收入377.79亿元，同比下降10.11%；净利润2.75亿元，同比下降26.34%。 同样是在8月，胡润研究院发布了《2023胡润中国500强》，名创优品刚刚荣登新上榜企业TOP10。 最新财报则显示，2023年名创优品全年收入突破138亿元，同比增长近40%，调整后净利润约23.6亿元。 二、名创62亿大手笔投资究竟该咋看？ 名创优品此次的投资对于很多人都会感觉看不懂，但是真的是看不懂吗？我们该怎么看这样的一笔大手笔投资呢？ 首先，在当前新零售市场风云变幻的背景下，名创优品收购永辉超市29.4%的股权，虽然看似出乎市场预料，但细细分析，这一举动实则符合行业发展的内在逻辑与趋势。新零售市场的竞争","images":[{"img":"https://static.tigerbbs.com/00debc458c71715ccef6b460aaf3bf0a","width":"1005","height":"571"},{"img":"https://static.tigerbbs.com/b945170f66be62719e6526436ac7c205","width":"983","height":"553"},{"img":"https://static.tigerbbs.com/9ece8dcd3562414765eb38cd5a07f9c7","width":"761","height":"564"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353050908021080","isVote":1,"tweetType":1,"viewCount":1212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},{"id":352947478708376,"gmtCreate":1727190237216,"gmtModify":1727190239544,"author":{"id":"10000000000010335","authorId":"10000000000010335","name":"cc爱中分","avatar":"https://static.tigerbbs.com/724960a405e3f3639cbc483ae4560891","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010335","authorIdStr":"10000000000010335"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09896\">$名创优品(09896)$</a> 别以为短期内股价跌去几十亿，这笔交易的影响就算结束了。首先，叶总这么不顾小股东利益，拉着大家一起冒险，管理层的诚信都要打个问号，这本身就得打个八折。再来，大家都看好你海外扩张，结果你又灰溜溜地回来，那60亿差不多就算打水漂了。最后，你自己在电话会议里都说海外市场马上要变成红海，自己都不看好了，宁愿投资国内的超市，这信心又得打个八折，先腰斩再看吧[汗颜]","listText":"<a href=\"https://laohu8.com/S/09896\">$名创优品(09896)$</a> 别以为短期内股价跌去几十亿，这笔交易的影响就算结束了。首先，叶总这么不顾小股东利益，拉着大家一起冒险，管理层的诚信都要打个问号，这本身就得打个八折。再来，大家都看好你海外扩张，结果你又灰溜溜地回来，那60亿差不多就算打水漂了。最后，你自己在电话会议里都说海外市场马上要变成红海，自己都不看好了，宁愿投资国内的超市，这信心又得打个八折，先腰斩再看吧[汗颜]","text":"$名创优品(09896)$ 别以为短期内股价跌去几十亿，这笔交易的影响就算结束了。首先，叶总这么不顾小股东利益，拉着大家一起冒险，管理层的诚信都要打个问号，这本身就得打个八折。再来，大家都看好你海外扩张，结果你又灰溜溜地回来，那60亿差不多就算打水漂了。最后，你自己在电话会议里都说海外市场马上要变成红海，自己都不看好了，宁愿投资国内的超市，这信心又得打个八折，先腰斩再看吧[汗颜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/352947478708376","isVote":1,"tweetType":1,"viewCount":2190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352945926062232,"gmtCreate":1727189858152,"gmtModify":1727189859681,"author":{"id":"10000000000010306","authorId":"10000000000010306","name":"Hold到老","avatar":"https://static.tigerbbs.com/190c480144551a8d6ba305539b5ededa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010306","authorIdStr":"10000000000010306"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09896\">$名创优品(09896)$</a> 对永辉是股权投资，财务投资，弄的像把62多亿丢了一样。不是并购，财务报表不用合并。对名创的主业只有好处没有坏处。","listText":"<a href=\"https://laohu8.com/S/09896\">$名创优品(09896)$</a> 对永辉是股权投资，财务投资，弄的像把62多亿丢了一样。不是并购，财务报表不用合并。对名创的主业只有好处没有坏处。","text":"$名创优品(09896)$ 对永辉是股权投资，财务投资，弄的像把62多亿丢了一样。不是并购，财务报表不用合并。对名创的主业只有好处没有坏处。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/352945926062232","isVote":1,"tweetType":1,"viewCount":1930,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3545908393145622","authorId":"3545908393145622","name":"木木李888","avatar":"https://static.tigerbbs.com/45745c0f1227cd5b3f9ba8f03945f75b","crmLevel":2,"crmLevelSwitch":0,"idStr":"3545908393145622","authorIdStr":"3545908393145622"},"content":"永辉的股价如果下跌财报会体现 也不是完全没有 坏处","text":"永辉的股价如果下跌财报会体现 也不是完全没有 坏处","html":"永辉的股价如果下跌财报会体现 也不是完全没有 坏处"}],"imageCount":0,"langContent":"CN","totalScore":0}],"essenList":[]}