高盛分析师强调，泡泡玛特股价的核心动力依然在于其盈利增长潜力。这家玩具制造商能否将Labubu系列的成功延伸至其他产品类别，并吸引新客户群，成为盈利上行的决定性因素。尽管泡泡玛特预计上半年业绩强劲，但买方预期同步攀升，实际结果可能仅与乐观预期大致持平。基于盈利预警，高盛已上调2025-2027年调整后盈利预测15%-22%，维持中性评级，目标价从227港元提升至260港元。股价当日收跌4.0%至252.60港元。
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