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美股異動丨名創優品漲超4.6% 機構看好海外市場或成長期催化劑
格隆匯 05-22 23:21

名創優品(MNSO.US)漲4.67%,報21.74美元。消息面上,中銀國際研究報告指,儘管地緣政治局勢緊張及關稅風險加劇,認爲中國進一步鞏固其作爲全球商品領導者的主導地位。除了單純製造外,中國設計的產品在國內和海外市場上都更爲成功,中國的IP甚至變得非常受歡迎。因此,該行對中國的消費品公司持更樂觀的態度,允其是專注於玩具和休閒產品的零售商,並認爲海外市場可能會成爲長期催化劑,料投資者逐步意識這一點,將有助支持估值。該行首予名創優品“買入”評級,H股目標價爲51.6港元。(格隆匯)

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