名创优品（MNSO）今日盘中股价大幅上涨5.46%，市场关注度显著提升。
消息面上，公司于盘前发布了2026年第一季度正面盈利预告，预计期内利润将录得约12.28亿元至12.48亿元人民币，同比大幅增加约195%至200%。这一强劲的业绩预期显著超出了市场普遍预估，成为推动股价上涨的核心动力。
根据公司公告，利润的激增主要得益于对人工智能行业进行的早期战略性投资所带来的公允价值变动收益，该部分未变现收益预计在8.7亿至8.8亿元之间。同时，公司主营业务也展现出稳健增长，预计第一季度收入同比增长约28%至29%。剔除一次性项目及汇兑影响后的经调整净利润亦实现同比增长，显示了公司核心业务的健康动能。
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