异动解读|泡泡玛特盘中上涨4.15%,长城证券首予买入评级叠加段永平持续增持提振情绪

行情直击
Jun 10

6月10日,泡泡玛特盘中上涨4.15%,报174.2港元/股,成交额7.51亿港元。

消息面上,长城证券于6月9日首次覆盖泡泡玛特并给予"买入"评级,预测公司2026至2028年归母净利润分别为152.40亿元、179.10亿元、207.10亿元,对应PE分别为11.9X、10.1X、8.7X,认可公司IP孵化与运营能力及出海成长性。同时,知名投资人段永平持续增持泡泡玛特,持股比例已升至6.04%,两轮增持合计投入资金超22亿港元,市场情绪受到提振。此外,公司旗下甜品品牌POP BAKERY全国首店即将于秦皇岛开业,IP生态拓展动作持续。此前一个交易日因高管变动及板块承压,股价曾回落3.12%,今日走势或为短期超跌修复。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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