11月28日，泡泡玛特盘初涨近4%，该股本周已累涨超13%。
消息面上，近日，工业和信息化部、国家发展改革委、商务部、文化和旅游部、中国人民银行、市场监管总局印发《关于增强消费品供需适配性进一步促进消费的实施方案》指出，拓展多元兴趣消费供给。积极发展宠物周边、动漫、潮服潮玩等兴趣消费产品。银河证券认为，对消费行业2026年海外业务的发展持乐观观点。潮玩谷子推荐泡泡玛特。
浦银国际近日研报指出，最新的高频数据显示，美国11月第一周的销售数据再次回到较高的增速。该行预计公司在美国市场的销售数据有望在11月的感恩节季以及12月的圣诞季维持较高的增长。中邮证券也认为，Q4是泡泡玛特的传统销售旺季，万圣节、黑色星期五及圣诞节来临，欧美为核心的海外市场将迎来强劲的礼品和潮玩消费需求。
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