* 中国潮流玩具品牌--泡泡玛特9992.HK周四盘中涨3.7%至200.8港元,刷新纪录。
* 投行摩根士丹利称,调升泡泡玛特的销售和盈利预测,以反映Labubu系列第三代在全球范围,尤其是美国市场的需求强劲;此外,随着中美贸易紧张局势的缓和,关税对利润率的负面影响可能会小于此前预期,加上美国市场新产品12-27%的价格上涨似乎得到了消费者的良好接受,长远有助提升公司在美国市场的利润率。
该行将泡泡玛特的目标价由204港元上调至224港元,最乐观情景下的目标价亦由243港元升至273港元(较现水平涨逾三成),最悲观情景下的目标价由85港元升至97港元。
* 由年初至今,泡泡玛特累计涨121%,同期恒生综合指数.HSI则升17%;香港股市恒生指数.HSI涨18%。(完)
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(记者 雷美珍;审校 杨淑祯)
((alison.lui@thomsonreuters.com; +852 3462 7749;))
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