Labubu欧美爆火!图解新消费赛道投资范式

华夏ETF
Jun 04, 2025

潮玩界巨头——泡泡玛特近日再次成为全球焦点:最新上市的LABUBU3.0系列在全球各地引发抢购热潮!去年,“Labubu” 所在的The Monsters系列为泡泡玛特带来了30.4亿元的营收,同比增长高达726.6%!资本市场也出现抢筹现象:泡泡玛特股价续创历史新高,总市值一度突破3100亿港元!泡泡玛特的火爆并非个例。以黄金珠宝、潮玩IP、宠物用品、美妆个护为代表的新消费赛道景气度上行,...

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