名创优品已经不是卖便宜货的公司了
SG Visual Research 图解研报
04-06
$名创优品(MNSO)$
$名创优品(09896)$
这季最值得看的是结构变化。
国内同店在改善, 海外还在快扩, TOPTOY继续高增长。
现在的名创, 更像一家 全球IP消费公司
@名创优品
中概财报季!拼多多、美团…看好哪家表现?
中概开始陆续公布业绩:上周腾讯、阿里巴巴已经发布最新业绩报,本周小米、快手、拼多多、美团等科网股巨头财报陆续发布。拼多多2025财年实现净利润138.23亿美元,同比减少11.52%;美团Q4经调整净亏损150.8亿元,营收同比增4.1%略超预期【大家对近期中概财报变现有何看法?你看好哪家公司表现?】
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
一路走来cd
04-06
一路走来cd
也要去新加坡上市了?
SG Visual Research 图解研报
:
没有, 但是新加坡有很多店来
什么也没有了~
APP内打开
发表看法
2
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":550579451123128,"tweetId":"550579451123128","gmtCreate":1775440651691,"gmtModify":1775440656838,"author":{"id":3558404604264882,"idStr":"3558404604264882","authorId":3558404604264882,"authorIdStr":"3558404604264882","name":"SG Visual Research 图解研报","avatar":"https://static.tigerbbs.com/a6e90d8e86d025ca79fd03dfd73d1fa0","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.01.12","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":15,"starInvestorFlag":false},"themes":[{"themeId":"709fe710809f461f864f26ad95af2c18","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"中概财报季!拼多多、美团…看好哪家表现?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":709fe710809f461f864f26ad95af2c18}&rnconfig={\"headerBarHidden\": true}","description":"中概开始陆续公布业绩:上周腾讯、阿里巴巴已经发布最新业绩报,本周小米、快手、拼多多、美团等科网股巨头财报陆续发布。拼多多2025财年实现净利润138.23亿美元,同比减少11.52%;美团Q4经调整净亏损150.8亿元,营收同比增4.1%略超预期【大家对近期中概财报变现有何看法?你看好哪家公司表现?】","image":"https://static.tigerbbs.com/03d9d1975a100e6ebccdece3aeca0e10"}],"images":[{"img":"https://static.tigerbbs.com/540f9cabb40f457d07149cb4046273e1","width":"1080","height":"6921"}],"coverImages":[{"img":"https://static.tigerbbs.com/540f9cabb40f457d07149cb4046273e1","width":"1080","height":"6921"}],"title":"名创优品已经不是卖便宜货的公司了","html":"<html><head></head><body><a href=\"https://laohu8.com/S/MNSO\">$名创优品(MNSO)$ </a> \n<p><a href=\"https://laohu8.com/S/09896\">$名创优品(09896)$ </a> </p>\n<p>这季最值得看的是结构变化。</p>\n<p>国内同店在改善, 海外还在快扩, TOPTOY继续高增长。</p>\n<p>现在的名创, 更像一家 全球IP消费公司</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/540f9cabb40f457d07149cb4046273e1\" tg-width=\"1080\" tg-height=\"6921\"><span></span></p>\n<p><a href=\"https://laohu8.com/U/3570696025392112\">@名创优品</a> </p></body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/MNSO\">$名创优品(MNSO)$ </a> \n<p><a href=\"https://laohu8.com/S/09896\">$名创优品(09896)$ </a> </p>\n<p>这季最值得看的是结构变化。</p>\n<p>国内同店在改善, 海外还在快扩, TOPTOY继续高增长。</p>\n<p>现在的名创, 更像一家 全球IP消费公司</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/540f9cabb40f457d07149cb4046273e1\" tg-width=\"1080\" tg-height=\"6921\"><span></span></p>\n<p><a href=\"https://laohu8.com/U/3570696025392112\">@名创优品</a> </p></body></html>","text":"$名创优品(MNSO)$ $名创优品(09896)$ 这季最值得看的是结构变化。 国内同店在改善, 海外还在快扩, TOPTOY继续高增长。 现在的名创, 更像一家 全球IP消费公司 @名创优品","highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/550579451123128","repostId":0,"isVote":1,"tweetType":1,"viewCount":984,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["09896","MNSO"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":145,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":550583328864328,"commentId":"550583328864328","gmtCreate":1775441665079,"gmtModify":1775441669522,"authorId":3459462368857793,"author":{"id":3459462368857793,"idStr":"3459462368857793","authorId":3459462368857793,"name":"一路走来cd","avatar":"https://static.tigerbbs.com/be085af43e85927a88d1e952e6e9afec","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.12.01","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":550579451123128,"objectIdStr":"550579451123128","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"也要去新加坡上市了?","text":"也要去新加坡上市了?","html":"也要去新加坡上市了?","likeSize":0,"commentSize":1,"subComments":[{"id":550633028834032,"commentId":"550633028834032","gmtCreate":1775453723759,"gmtModify":1775453728409,"authorId":3558404604264882,"author":{"id":3558404604264882,"idStr":"3558404604264882","authorId":3558404604264882,"name":"SG Visual Research 图解研报","avatar":"https://static.tigerbbs.com/a6e90d8e86d025ca79fd03dfd73d1fa0","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.01.12","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":550579451123128,"objectIdStr":"550579451123128","type":1,"supId":550583328864328,"supIdStr":"550583328864328","prevId":0,"prevIdStr":"0","content":"没有, 但是新加坡有很多店来","text":"没有, 但是新加坡有很多店来","html":"没有, 但是新加坡有很多店来","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/550579451123128"}
精彩评论