大行评级｜摩根大通：上调泡泡玛特目标价至330港元重申为中国消费品领域首选

格隆汇2025-06-19

摩根大通发表研究报告指，对泡泡玛特旗下IP产品Labubu和Crybaby在全球范围内快速增长的品牌热度及消费者需求印象深刻。对于大多数IP的新款毛公仔售价上涨14%至87%，与可口可乐的成功合作，以及可能于8月与优衣库合作，摩通将泡泡玛特2025至2027年盈测上调19%至23%，该行的预估比市场预期高出25%。该行将泡泡玛特目标价由250港元上调至330港元，以1.5倍市盈增长率(PEG)为...

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精彩评论

feld82
2025-06-19
feld82
是滴哟
李邱意
2025-06-19
李邱意
大摩要出货了

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大行评级｜摩根大通：上调泡泡玛特目标价至330港元 重申为中国消费品领域首选

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大行评级｜摩根大通：上调泡泡玛特目标价至330港元重申为中国消费品领域首选