今日盘中，名创优品（MNSO）股价大跌5.11%，引发市场关注。尽管近期公司公布了积极的全球化战略和业绩增长，但投资者似乎对其长期发展前景存在疑虑。
根据最新披露的信息，名创优品在2024年取得了显著的业绩增长，全年总营收达170亿元人民币，同比增长22.8%。公司全球门店数已达7780家，其中海外门店数突破3118家。海外收入同比增长42%至66.8亿元，为集团贡献了近40%的营收。
然而，名创优品的全球化战略也面临挑战。公司正努力深化全球供应链布局，减少对中国大陆单一市场的依赖。同时，公司正在进行战略转型，从提供高性价比产品转向打造"全球领先的IP设计零售集团"。这一转型过程可能会带来短期的不确定性，影响投资者信心。此外，公司在美国市场经过八年才开始盈利的情况，也可能引发投资者对其他海外市场盈利能力的担忧。
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