大行评级丨美银：泡泡玛特加强美国市场运营预期末季旺季或为年业绩提供强劲支持

格隆汇2025-11-28

美银证券发表报告指，泡泡玛特在美国市场的IP营运不断加强，成为新亮点。在参与梅西百货感恩节巡游后，Labubu在纽约表演日中不断提升曝光度，并引发社群媒体的广泛关注。自今年第四季以来，公司策略性地推出更多线下IP活动，包括Skullpanda在纽约开设的快闪店，与美剧《Wednesday》的联名合作。该行认为在美国第四季旺季可能为公司今年业绩提供强劲支持。该行维持泡泡玛特“买入”评级，目标价...

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大行评级丨美银：泡泡玛特加强美国市场运营 预期末季旺季或为年业绩提供强劲支持

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大行评级丨美银：泡泡玛特加强美国市场运营预期末季旺季或为年业绩提供强劲支持