布鲁可（00325）今日盘中大涨5.31%，引起市场广泛关注。此轮上涨主要受到中金公司最新研报的影响。
中金公司发布研报维持布鲁可"跑赢行业"评级，但基于盈利预测调整，下调目标价29%至135港元。尽管目标价有所下调，但新目标价仍较当前股价有15%上行空间，相当于今明两年预测经调整市盈率分别为39倍和30倍。中金表示，考虑到公司后续新品上市节奏、IP波动以及推广投放等因素，下调了2025年和2026年的经调整净利润预测。
值得注意的是，布鲁可今年上半年业绩低于中金预期。公司实现营收13.4亿元人民币，同比增长27.9%；经调整净利润为3.2亿元人民币，同比增长10%。中金指出，业绩不及预期主要受新品上市节奏及推广投放增加的影响，并表示将关注下半年的改善情况。尽管如此，投资者似乎对中金维持"跑赢行业"评级以及公司未来发展前景保持乐观态度，推动股价强劲上涨。
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