晨星报告称,泡泡玛特的股票估值过高,市场可能忽略了与其IP相关的较高业务风险。该公司预计其上半年收入将同比增长至少200%,这大大超出了Zhang的预期。泡泡玛特的旗舰IP如“精灵天团”、Molly和“哭娃”已获得全球认可,其新的毛绒玩具系列“拉布布”3.0和哭娃“豹豹猫猫”售罄就是明证。晨星将泡泡玛特的合理价值预估从164港元上调至202港元,因其预计上半年海外收入将同比增长480%,但仍认为该...
Source Link晨星报告称,泡泡玛特的股票估值过高,市场可能忽略了与其IP相关的较高业务风险。该公司预计其上半年收入将同比增长至少200%,这大大超出了Zhang的预期。泡泡玛特的旗舰IP如“精灵天团”、Molly和“哭娃”已获得全球认可,其新的毛绒玩具系列“拉布布”3.0和哭娃“豹豹猫猫”售罄就是明证。晨星将泡泡玛特的合理价值预估从164港元上调至202港元,因其预计上半年海外收入将同比增长480%,但仍认为该...
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