名创优品财报超预期！上车机会？ - 老虎社区

鹿鼎公韦小宝

08-21

跌是因为财报前不确定因素太多。虽然便宜，但大家不敢买，外资也犹豫。只有长期看好的人才敢买。名创要转型，从十元店变中高端谷子店，这很难，就像小米从“**丝”变高端一样。但一号店战略挺成功，短期投入大，长期是利好。毕竟一号店是少有的IP集合店。 $名创优品(09896)$ $名创优品(MNSO)$

不离亦不弃

08-21

$名创优品(MNSO)$名创这个票从上市，我基本就持有，进进出出多年，还有个百分之40的盈利，也挺难的。这个票7月24日的莫名大涨也是一样，信息不是对公众同时披露的，总是从小范围开始。财报前有来这出。。。也很**。

08-24

问题是，不确定性大，没有估值的锚

三藏大法师

08-21

22.28撤了，3个月前那晚也是周四，刚开心回本，结果第二天就被砸17%，不敢惹了[惊吓] 短短3个月，随便买点啥不好。$名创优品(MNSO)$ $名创优品(09896)$

08-21

卖put建仓。目前看，估值和增速合理。

08-22

$蔚来-SW(09866)$ .。。🎉

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href=\"https://laohu8.com/S/MNSO\">$名创优品(MNSO)$</a>名创这个票从上市，我基本就持有，进进出出多年，还有个百分之40的盈利，也挺难的。这个票7月24日的莫名大涨也是一样，信息不是对公众同时披露的，总是从小范围开始。财报前有来这出。。。也很**。","text":"$名创优品(MNSO)$名创这个票从上市，我基本就持有，进进出出多年，还有个百分之40的盈利，也挺难的。这个票7月24日的莫名大涨也是一样，信息不是对公众同时披露的，总是从小范围开始。财报前有来这出。。。也很**。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469974474252480","isVote":1,"tweetType":1,"viewCount":1320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":470986864788000,"gmtCreate":1756018332837,"gmtModify":1756018335004,"author":{"id":"3459462368857793","authorId":"3459462368857793","name":"一路走来cd","avatar":"https://static.tigerbbs.com/be085af43e85927a88d1e952e6e9afec","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3459462368857793","idStr":"3459462368857793"},"themes":[],"htmlText":"问题是，不确定性大， 没有估值的锚","listText":"问题是，不确定性大， 没有估值的锚","text":"问题是，不确定性大， 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