摩根士丹利：泡泡玛特董事会新增时尚界商业领袖料提升Labubu吸引力

观点网2025-12-11

观点网讯：12月11日，泡泡玛特盘后公告，董事会新增LVMH大中华区集团总裁吴越为非执行董事。摩根士丹利随即发布研报称，这一人事变动将显著增强公司调动高端时尚资源的能力，并提升核心IP Labubu的市场吸引力。根据公开资料整理，吴越在LVMH任职20年，深度参与奢侈品品牌在大中华区的渠道、会员及人才体系建设。摩根士丹利分析师Dustin Wei指出，市场此前对Labubu及公司增长可持续性存在...

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摩根士丹利：泡泡玛特董事会新增时尚界商业领袖 料提升Labubu吸引力

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摩根士丹利：泡泡玛特董事会新增时尚界商业领袖料提升Labubu吸引力