异动解读 | 泡泡玛特盘中大涨5.15%,南向资金增持及券商看好或成推手

异动解读
17 Apr

港股泡泡玛特(09992)今日盘中表现亮眼,股价大涨5.15%,引发市场关注。多重利好因素或成为推动股价上涨的主要原因。

数据显示,泡泡玛特于盘中11时43分出现大手买入,成交量为7.34万股,成交价为165港元,涉资1211万港元。此外,南向资金持续看好该股,4月16日增持326.34万股,截至当日收盘,港股通共持有泡泡玛特2.26亿股,占流通股16.83%。值得注意的是,泡泡玛特近5个交易日累计上涨15.70%,港股通累计增持1700.28万股,显示出投资者对公司前景的信心。

券商方面,美银证券重申对泡泡玛特"买入"评级,目标价200港元。分析师认为,即使面临潜在的关税战,公司仍具有强大的定价能力和对经济衰退的防御能力。此外,泡泡玛特正积极推进全球化策略,计划将部分生产从中国转移至东南亚和墨西哥,以实现供应链多元化。机构整体评级显示,94%的券商给予买入建议,6%给予持有建议,无券商给予卖出建议,反映出市场对泡泡玛特的普遍看好。

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