4月14日(周一)盘中,港股泡泡玛特(09992)股价大涨7.83%,引起投资者广泛关注。这一涨幅远超早盘时3.21%的涨幅,显示出市场对该公司的积极态度持续走强。
泡泡玛特股价大涨主要受以下因素推动:首先,零售股整体走势强劲,多家消费相关公司股价上涨。其次,泡泡玛特于当日发布重要公告,宣布启动全球组织架构全面升级,这一战略举措被市场视为公司加速全球化进程的积极信号。公司董事长兼CEO王宁在全员信中透露,海外业务收入占比已接近40%,未来将进一步向国际化集团方向迈进。
分析人士指出,在促进内需的政策背景下,消费类股票有望持续获得超预期表现。国信证券表示,港股新消费板块受外部关税等影响较小,或迎来中长期布局机遇。华西证券则强调,消费者为情绪价值买单意愿增强,高景气新零售赛道表现值得期待。泡泡玛特作为潮流玩具行业的领军企业,其全球化战略升级无疑增强了投资者信心,推动股价强势上涨。
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