名创优品（MNSO）今日盘中股价大涨5.73%，引发市场广泛关注。截至发稿，该股报价21.90美元。
此轮涨势背后有多重利好因素支撑。首先，名创优品将于5月23日发布2025年第一季度财报，市场普遍预期公司业绩将有良好表现。多家机构对名创优品持乐观态度，预计其同店销售增长（SSSG）趋势将在2025年第一季度实现改善。瑞银指出，公司战略重点包括优先提升门店品质及专注于核心IP，这些举措有望推动业绩增长。
其次，名创优品在供应链多元化方面取得进展。信达证券分析称，公司美国业务直采比例已接近40%，同时在东南亚、拉美等地建立多国供应链，以应对潜在风险。此外，公司IP战略通过自有IP开发、投资孵化及第三方合作等多种方式并行推进，与迪士尼、三丽鸥等知名IP的合作也在持续深化。中银国际对名创优品给予"买入"评级，认为海外市场可能成为长期增长催化剂。这些利好消息共同推动了投资者信心，为股价上涨提供了有力支撑。
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