异动解读 | 泡泡玛特盘中大涨5.04%,长城证券首予买入评级叠加段永平增持提振市场信心

异动解读
Jun 10

泡泡玛特(09992)今日盘中大涨5.04%,引起了市场的广泛关注。

消息面上,此次股价上涨主要受到多重利好因素推动。长城证券于近期首次覆盖泡泡玛特并给予“买入”评级,预测公司未来几年盈利前景良好,认可其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公司股份,持股比例已升至6.04%,两轮增持合计投入资金超22亿港元,显著提振了市场情绪。

此外,公司旗下甜品品牌POP BAKERY全国首店即将开业,显示出其在IP生态拓展方面的持续动作。市场分析认为,在经历前一交易日的调整后,今日的强劲表现也包含了短期超跌修复的因素。

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