人民财讯8月23日电，当地时间8月22日，美股三大指数集体收涨，其中道指创下历史新高。消息面上， 美联储主席鲍威尔暗示美联储可能降息。 热门中概股普涨，名创优品涨逾20%，阿里巴巴、爱奇艺、小鹏汽车涨超4%，京东、百度涨逾2%。 截至收盘，道指涨1.89%；纳指涨1.88%；标普500指数涨1.52%。大型科技股普涨，特斯拉收涨6.22%， 谷歌A涨3.17%，亚马逊涨3.10%，Meta涨2.12%，英伟达涨1.72%，苹果涨1.27%。 ...

Group 1: Federal Reserve and Economic Outlook - Federal Reserve Chairman Jerome Powell indicated an increase in downside risks to the U.S. labor market, suggesting that a policy adjustment may be appropriate [1][14] - Following Powell's speech, traders significantly increased bets on a rate cut in September, with a 91.1% probability of a 25 basis point cut [1] - Powell emphasized that while inflation remains a concern, the rising risks in the labor market could lead to a rate cut in September [14] Group 2: Stock Market Reaction - U.S. stock indices surged after Powell's remarks, with the Dow Jones up 846.24 points (1.89%), the Nasdaq up 396.22 points (1.88%), and the S&P 500 up 96.74 points (1.52%) [1] - Major tech stocks experienced significant gains, with Tesla rising over 5% [1] Group 3: Currency and Commodity Movements - The U.S. dollar index fell below 98, closing at 97.8371, a decrease of 0.82% [2] - International gold prices rose, with spot gold surpassing $3,370 per ounce [6] - Bitcoin increased to $115,860, marking a 2.27% rise in the last 24 hours, while Ethereum rose to $4,614.22, up nearly 8% [8] Group 4: Chinese Stocks Performance - Chinese stocks saw a significant uptick, with the China Golden Dragon Index rising over 1.5% [10] - Miniso's stock surged over 15% following the announcement of a strategic financing round for its brand TOP TOY, which achieved a post-investment valuation of approximately HKD 10 billion [11][12]

The Chinese retailer posted an estimates-trouncing quarter.A strong quarterly earnings report was the rocket fuel sending Miniso's (MNSO 20.25%) American Depositary Shares (ADSs) more than 20% higher as the trading week came to a close Friday. The Chinese toy and home goods retailer notched convincing beats on both the top and bottom lines for the period, hence the excitement. By contrast, the S&P 500 index only managed a 1.5% gain. Not so mini these daysIn its second quarter, Miniso saw its revenue surge b ...

纳斯达克中国金龙指数涨2.72%，热门中概股普涨，名创优品大涨20.25%，蔚来汽车涨14.60%，小鹏汽 车涨4.46%。 来源：滚动播报 ...

本文源自：金融界 作者：行情君 大事提醒： 8月22日，名创优品获海通国际维持评级至增持，目标价上调至27.3美元。 资料显示，名创优品集团控股有限公司是一家全球零售商,提供丰富多样的创意生活家居产品。自2013 年在中国开设第一家门店以来的九年时间里,公司已成功孵化了两个品牌,分别是名创优品和TOP TOY。 根据弗若斯特沙利文报告,于2021年,公司通过名创优品门店网络销售的产品GMV总计约人民币180亿元 (28亿美元),成为全球最大的自有品牌生活家居综合零售商。TOP TOY是公司在2020年12月推出的一个 新品牌,是提出潮流玩具集合店概念的品牌先驱。 8月23日，名创优品(MNSO)盘中上涨20.16%，截至03:41，报26.64美元/股，成交1.52亿美元，总市值 82.76亿美元。 财务数据显示，截至2025年06月30日，名创优品收入总额93.93亿人民币，同比增长21.06%；归母净利 润9.06亿人民币，同比减少22.57%。 ...

周五，名创优品(MNSO.US)大涨逾12%，报24.91美元。财报显示，2025年上半年，名创优品实现收入 93.93亿元(人民币，下同)，同比增长21.1%；公司权益股东应占利润9.06亿元，同比下降22.6%；每股普 通股基本盈利0.74元。派发中期现金股息每股美国存托股0.2896美元或每股普通股0.0724美元。单看第 二季度，该公司实现营收49.7亿元，同比增长23.1%(超出管理层此前给出的18%-21%指导区间)，调整后 净利润同比增长10.6%至6.9亿元，其中，TOP TOY营收激增87.0%，创下新纪录。 名创优品执行董事兼主席叶国富表示，二季度名创优品中国内地同店销售增长转正，进入三季度进一步 加速。公司预计名创优品内地今年全年的同店销售将会取得正增长。 ...

Group 1 - The Nasdaq China Golden Dragon Index rose over 3%, indicating a positive trend for Chinese concept stocks [1] - NIO saw a significant increase of 18.32%, leading the gains among the component stocks [2] - Other notable performers included VNET with a rise of 16.97% and MNSO with an increase of 16.44% [2] Group 2 - Tiger Securities (TIGR) increased by 13.49%, while Kingsoft Cloud (KC) rose by 8.99% [2] - Smaller gains were observed in companies like Xiaoying Technology (XYF) at 8.55% and RLX Technology at 7.14% [2] - Other companies such as Lufax (LU) and Zhongjin Ke Industrial (ZJK) also experienced gains of 6.72% and 6.44% respectively [2]

Group 1 - The annual Jackson Hole Global Central Bank Conference commenced on August 21, with Federal Reserve Chairman Jerome Powell delivering a significant speech indicating rising downside risks to U.S. employment and suggesting a potential policy adjustment by the Fed [1][17] - Following Powell's remarks, traders increased bets on a Fed rate cut in September, with the probability of a 25 basis point cut soaring to 91.1%, while the chance of maintaining the current rate dropped to 8.9% [1] - U.S. stock indices rose sharply after the speech, with the Dow Jones up 1.82%, Nasdaq up 1.83%, and S&P 500 up 1.52% [1] Group 2 - Major tech stocks experienced a collective rise, with Tesla increasing over 5% [3] - The U.S. dollar index fell below the 98 mark, reported at 97.8371, down 0.82% for the day, while non-U.S. currencies strengthened [4] - International gold prices rose, with spot gold surpassing $3,370 per ounce, and silver increasing over 2% to $38.965 per ounce [8][9] Group 3 - Popular Chinese concept stocks saw a significant increase, with the China Golden Dragon Index rising over 1.5%. Notable gains included Miniso up over 15%, NIO up nearly 14%, and Pinduoduo up over 4% [12] - Miniso reported a 23% increase in revenue and an 11% rise in non-IFRS net profit for Q2, exceeding expectations and prompting Bank of America to raise its target price for Miniso from HKD 32 to HKD 46.9 [14]

证券研究报告 公司研究 [Table_ReportType] 点评报告 [Table_StockAndRank] 名创优品(9896.HK) 投资评级 上次评级 蔡昕妤 商贸零售分析师 执业编号：S1500523060001 联系电话：13921189535 邮 箱：caixinyu@cindasc.com [Table_Title] 名创优品(9896.HK)：25Q2 业绩超预期，集 团同店回正 [Table_ReportDate] 2025 年 8 月 22 日 [Table_S 事件：公司发布 ummary] 25H1 业绩，实现收入 93.93 亿元，同增 21.1%，经调整经 营利润 15.87 亿元，同增 1.7%，经调整净利润 12.79 亿元，同增 3%，调整 后净利率 13.6%，同比-2.4pct。25Q2 公司实现收入 49.66 亿元，同增 23.1%， 超此前 18-21%的增幅指引，经调整经营利润 8.52 亿元，同增 8.5%，经调 整经营利润率 17.2%，均超公司指引；经调净利润 6.92 亿元，同增 10.6%， 经调整净利率 13.9%，同比-1.6pct。 点评： 2 ...

Group 1 - The Nasdaq China Golden Dragon Index rose over 2%, indicating a positive trend for Chinese concept stocks [1] - Notable gainers included Miniso, which increased by 12.49%, and NIO, which rose by 10.02% [2] - Other significant performers were QuantumScape with an 8.89% increase, and Manbang with a 7.94% rise [2] Group 2 - Additional stocks that saw gains included EHang Intelligent at 6.70%, and Woosir Technology at 6.92% [2] - Smaller increases were observed in companies like Xiaoying Technology at 5.55% and Dingdong Maicai at 5.66% [2] - Overall, the performance of these stocks reflects a broader recovery trend in the Chinese stock market [1]