金吾财讯 | 名创优品（MNSO）美股盘前震荡走低，截至发稿，暂报11.00美元，跌幅6.78%。消息面上，野村新近研报指，名创优品次季初步业绩表现平平，季度营收按年增长16%至18%，达57.6亿元人民币（下同）至58.6亿元（大致符合市场预期的58.0亿元），而季度调整后营业利润（不含外汇影响）则按年下降6%至1%，达7.72亿元至8.12亿元（低于市场预期的8.05亿元），主要是由于与更多直营门店开设相关的销售及分销成本以及财务费用增加所致。名创优品实现上半年度营收115亿元至116亿元，按年增长22%至23%，略高于公司指引的按年增长20%至22%，而其半年度调整后营业利润仅按年增长4%至6%至16.1亿元至16.5亿元，略低于公司关于上半年高单位数增长指引。目标价由22.9美元降至18.9美元，由于估值吸引，维持“买入”评级。
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