5月9日周五，港股泡泡玛特（09992.HK）盘中股价大涨5.03%，引发市场关注。分析人士认为，该公司旗下LABUBU产品的持续热销以及近期消费政策的利好或为推动股价上涨的主要因素。
据悉，泡泡玛特旗下"吸金王"LABUBU在二手市场持续走俏，部分限量款由原价600多元被炒至近2万元。这种火爆行情吸引了众多"炒家"入场，有"兼职炒家"表示，每日会花5、6个小时在泡泡玛特门市"打趸"，以便第一时间入手热门款式。他们主要将LABUBU"外销"到内地及台湾市场，每次至少能赚取一倍利润。这种持续的热销现象无疑为泡泡玛特带来了可观的收入，也提振了投资者对公司业绩的信心。
另一方面，近期国家出台的一系列促进消费的政策也为泡泡玛特等消费类股票带来利好。据悉，商务部将陆续出台服务消费提质惠民行动2025年工作方案等多项措施，预计将刺激国内消费市场。此外，跨境支付便利化、离境退税扩容等举措有望吸引海外消费回流，推动国货与国际品牌同台竞技，这对泡泡玛特这样的国潮品牌可能带来积极影响。
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