7月30日夜盘,名创优品(MNSO)股价出现大幅下跌,跌幅高达5.37%,引发市场关注。分析人士认为,南向资金的持续减持可能是导致股价下跌的主要原因之一。
根据市场数据,南向资金已连续3个交易日减持名创优品股票。仅7月30日当天,港股通就减持了4.04万股名创优品股票。近20个交易日内,港股通累计减持名创优品1984.74万股,显示出资金持续流出的趋势。这种持续的减持压力可能引发了投资者的担忧,进而导致股价下跌。
此外,港股新消费板块整体走低也可能对名创优品股价产生了负面影响。7月31日,多家新消费概念股出现不同程度的下跌,反映出市场对该板块短期前景的谨慎态度。尽管如此,分析师仍然看好新消费行业的长期发展潜力,认为受Z世代及千禧世代消费习惯转变影响,设计师玩具、新型饮品等新消费品类仍有增长空间。
值得注意的是,在股价下跌的同时,名创优品也在进行股票回购。7月30日,公司回购了6600股股票,总金额约25.06万港元。这一举措可能是公司管理层对公司价值的认可,试图通过回购来稳定股价。然而,目前看来,回购的规模相对有限,尚未能有效抵消市场的卖压。
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