摩根大通发表报告指,对中国IP产业的乐观前景更有信心,其中泡泡玛特(09992.HK) 与老铺黄金(06181.HK) 为该行首选,评级“增持”。该行表示,虽然大多数企业尚未见到显著需求回升,但因提供价格亲民的享受,以及创造即时的情感与社交连结,IP商品仍是今年表现最佳的消费品类之一。该行指大多数领先的IP公司目标在未来三年实现销售与盈利复合年增长率(CAGR)35%以上,而大多数传统公司仅能实现...
Source Link摩根大通发表报告指,对中国IP产业的乐观前景更有信心,其中泡泡玛特(09992.HK) 与老铺黄金(06181.HK) 为该行首选,评级“增持”。该行表示,虽然大多数企业尚未见到显著需求回升,但因提供价格亲民的享受,以及创造即时的情感与社交连结,IP商品仍是今年表现最佳的消费品类之一。该行指大多数领先的IP公司目标在未来三年实现销售与盈利复合年增长率(CAGR)35%以上,而大多数传统公司仅能实现...
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