金吾财讯 | 新消费F4普遍受压，泡泡玛特(09992)转升为跌，现价报249.8港元，跌幅5.09%；蜜雪集团(02097)跌0.49%，报507.5港元；毛戈平(01318)跌2.12%，报99.25港元；老铺黄金(06181)则由跌转涨，现微升0.11%，现价报889港元。
泡泡玛特发布公告称，预期集团今年上半年收入同比增长不低于200%；预计溢利同比增长不低于350%。据追风交易台消息，高盛在最新研报中称，尽管业绩超出卖方分析师和市场共识，但基本符合买方机构的高预期。与此同时，摩根大通也指出，这一表现虽然超出卖方预期50%，但仅处于买方预期45-55亿元区间的低端。考虑到股价过去3个月已上涨60%，12个月暴涨588%，摩根大通预计，短期面临获利了结压力，建议逢低买入。
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