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_老虎社区_美港股上老虎

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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feld82
·2025-06-19
是滴哟
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李邱意
·2025-06-19
大摩要出货了
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href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4588":"碎股","KO":"可口可乐","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL 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