金吾财讯 | 名创优品(MNSO)盘前涨逾3%，截至发稿，报20.58美元。消息面上，高盛表示，公司将于下月底公布去年第四季财报。该行料季度销售按年升25%至47.9亿元人民币，为早前指引增长25%至30%的下限，主要基于中国同店销售增长在挑战性的消费环境及线下人流压力下受压，但相信海外市场正处于交出45%至50%按年增长的轨道，符合公司早前指引。该行料名创优品今年收入增长22%，经营溢利率料轻微扩张，受海外直销市场成本节省支持。但财报将受可换股债及永辉财务影响。该行下调对公司2024年至2026年经调整净利润预测2%至4%，反映第四季盈利预测下调及可换股债券影响，但大致维持今明两年经调整经营溢利预测。
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