【光大海外】电话会:IP新消费更新解读:泡泡玛特、布鲁可、阿里影业、卡游

EBoversea
Jun 09, 2025

观点聚焦今日布鲁可正式纳入港股通,新消费公司股价再迎催化,各公司基本面更新&估值怎么看?泡泡玛特——尖货储备释放,海外市场火热,如何展望全年业绩?布鲁可——新品上线&用户拓展&市场开拓进展?阿里影业——大麦+阿里鱼价值重估,IPtoC业务如何发力?卡游——上市推进中,关注集换式卡牌、新IP承接。【时间】6月9日(周一)17:00【主持人&主讲人】付天姿 研究所所长助理、海外组组长、海外TMT首席...

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