4月28日消息,港股泡泡玛特早盘持续拉升,截至发稿涨超12%,报193.1港元/股。
消息面上,4月25日,泡泡玛特官方应用登顶美国App STORE购物榜,这也是该官方应用在购物榜的首次登顶,同时泡泡玛特App还在一日之内跃升了114个位次,迅速成为了免费总榜的第四名。据了解,此次泡泡玛特官方应用登顶与泡泡玛特近期上市的新品密切相关,4月24日,泡泡玛特旗下人气IP LABUBU在全球发售第三代搪胶毛绒产品“前方高能”系列,产品发售在全球引发抢购风潮,带动泡泡玛特APP首次登顶。
华创证券发布研报指出,泡泡玛特Labubu现象级破圈,毛绒品类持续爆发,IP生态全面升级。前期爆款SP毛绒和LABUBU毛绒产能补足持续放货,驱动一季度业绩持续高增。蕾哈娜、Bryanboy等明星将Labubu玩偶与爱马仕铂金包搭配,标志着IP 从“潮玩”升维至“奢侈品配饰”领域。
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