今日盘中，泡泡玛特（09992）股价大涨5.20%，引发市场关注。分析认为，公司旗下明星产品Labubu在时尚圈的走红，以及潮玩市场的快速增长，是推动股价上涨的主要原因。
据报道，泡泡玛特旗下IP系列The Monsters中的Labubu玩偶近期成为时尚圈流行的"包挂"配饰。这款产品不仅受到年轻消费者的追捧，还吸引了奢侈品牌的关注。数据显示，2024年Labubu带领The Monsters系列为泡泡玛特贡献了30.4亿元营收，同比增长7倍多，彰显了其强劲的市场表现。
业内人士指出，全球毛绒玩具市场规模已突破百亿元，年增速约15%，"90后"、"00后"成为主要消费群体。泡泡玛特凭借创新设计和营销策略，在这一快速增长的市场中占据有利位置。此外，Labubu与奢侈品牌合作的潜力也为公司未来发展提供了新的想象空间。分析师认为，泡泡玛特有望持续受益于潮玩市场的繁荣，这也是投资者看好公司前景、推动股价上涨的重要因素。
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