名创优品(MNSO)周五盘中大涨5.20%,引发市场关注。该公司近期的股份回购计划和海外业务的强劲增长可能是推动股价上涨的主要因素。
根据公司公告,名创优品于4月10日斥资38.17万美元回购9.92万股,回购价格为每股3.76-3.93美元。紧接着,公司在4月11日又斥资1281.19万港元回购42.26万股。这一系列回购行动表明公司对自身发展前景充满信心,可能激发了投资者的积极情绪。
此外,名创优品在海外市场,尤其是美国市场的快速扩张也引人注目。2024年,公司海外业务收入同比增长41.9%至66.8亿元,占总收入的39.4%。其中,美国市场表现尤为亮眼,2024年新增门店154家,总门店数量达275家,覆盖47个州。尽管面临关税挑战,公司仍在积极调整供应链策略,包括增加美国本土直采比例和从东南亚等地区采购,以确保商品供应稳定性和成本可控性。这些积极措施可能增强了投资者对公司长期增长潜力的信心,从而推动股价上涨。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.