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美股異動丨名創優品盤前跌1.6% 績後遭小摩下調目標價及盈測
名創優品(MNSO.US)盤前跌1.6%,報17.24美元。消息面上,摩根大通發表研究報吿指,名創優品首季銷售額增長18.9%,而指引則介乎15至18%,經調整盈利按年跌4.3%,遜於預期10%。該行下調集團2025至2027年的盈測3至5%,維持“增持”評級,美股目標價由22美元降至21美元。另外,美銀證券發表報吿指,名創優品首季純利遜預期,原因是國內同店銷售面臨挑戰、直銷業務敞口上升損害利潤率、美國關税影響的不確定性,以及永輝超市虧損的短期拖累。該行重申對其“跑輸大市”評級,目標價由17.1美元降至16.5美元,下調2025和2026年non-IFRS每股盈測各6%。(格隆匯)
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