《大行》高盛升泡泡玛特(09992.HK)目标价升151元 盈测上调14%至17%

阿斯达克财经
28 Apr

高盛上周二(22日)发表研报指,泡泡玛特(09992.HK) 首季业绩表现向好,考虑到年初至今消费情绪波动,线下市场的强劲增长属意外之喜,展望第二季增长可见性相对较高,IP产品销售势头亮丽,预期新产品的推出将成为催化剂,相应将2025至2027年的盈利预测上调14%至17%。

基于估值,高盛仍维持泡泡玛特的“中性”评级,目标价则从132元上调至151元,对应2027年预测市盈率约25倍。(gc/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-25 16:25。)

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