6月2日，泡泡玛特午后拉升，涨近4%！机构指现象级热潮有望推动二季度收入加速增长。
据报道，5月29日晚，泡泡玛特多个新品发售，其中联名正在热映的电影《星际宝贝史迪奇》的“HACIPUPU史迪奇1/8可动人偶”，上线即秒空。泡泡玛特与哪吒的联名产品也一时卖断货。摩根大通发布研报称，对中国IP产业的乐观前景更有信心，其中泡泡玛特为该行首选，评级“增持”。
此前泡泡玛特推出的Labubu 3.0系列再度引爆全球潮玩市场。据浦银国际，Labubu已成为当下全球最热门的潮玩IP，在世界各地都受到狂热的追捧。该行预计泡泡玛特5-6月的销售增速有望在4月的基础上持续加速，驱动公司2Q25国内收入增长快于1Q25（同比增长95%-100%）。
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