7月31日周四，名创优品（MNSO）股价在交易时段内大跌5.52%，引发市场广泛关注。分析显示，南向资金持续减持可能是导致股价下跌的主要原因。
根据市场数据，南向资金已连续多个交易日减持名创优品股票。近20个交易日内，港股通累计减持名创优品近2000万股，显示出资金持续流出的趋势。这种持续的减持压力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对名创优品股价产生了负面影响。当日，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。
尽管短期内面临压力，但分析师仍然看好新消费行业的长期发展潜力。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。值得一提的是，在股价下跌的同时，名创优品也在进行股票回购。公司于7月31日回购了5.3万股股票，总金额约199万港元，这可能是管理层试图稳定股价的举措。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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