异动解读 | 孩之宝上调年度收入预期,股价盘前大涨6.01%

异动解读
Jul 23, 2025

玩具巨头孩之宝(Hasbro)今日盘前股价大涨6.01%,引发市场关注。这一涨幅主要源于公司上调了全年营收预期,显示出强劲的业务增长势头。

据悉,孩之宝上调全年收入预期的主要原因是其"魔法集结"(Magic: The Gathering)游戏需求强劲。公司"奇迹海岸"(Wizards of the Coast)和数字游戏部门第二季度收入增长28%,其中"魔法集结"游戏收入在桌面游戏增长的推动下激增32%。这表明公司向数字游戏转型的策略正在吸引更多年轻客户。

除了游戏业务的增长,孩之宝还通过一系列措施来应对经济和关税不确定性。公司实施了成本削减计划,包括裁减3%的全球员工,同时努力实现生产和物流多元化,减少对中国的依赖。孩之宝现已在越南、印度和日本建立制造中心。基于这些积极因素,公司预计按固定汇率计算,全年收入将实现中等个位数的增长,高于此前略有增长的预期。

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