名创优品(MNSO)涨超1% 中金指潮玩赛道势能提升

金吾财讯
19 May

金吾财讯 | 名创优品(MNSO)涨超1%,截至发稿,报20.635美元。中金发表研究报告指,零售业所公布的业绩显示,行业表现进一步分化。其中,市场情绪消费需求旺盛、优质新品类供给承接,潮玩赛道势能提升,去年下半年以至今年首季,龙头企业在国内及海外业务均进一步提速增长。展望今年,该行将重点放在潮玩等景气赛道龙头,及估值筑底、积极推动改变的龙头布局机会。该行推荐泡泡玛特布鲁可名创优品

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