如何看待LABUBU搜索热度下滑5%?摩根大通:以HelloKitty为鉴,别紧张

华尔街见闻
29 Jul

摩根大通认为,尽管Labubu的搜索热度从峰值下滑5%,但这并非其热度退潮的信号,而是爆款IP发展过程中的正常现象。头部IP生命周期可达数十年,比如米老鼠97年、Hello Kitty 51年。此外,Labubu与优衣库联名T恤即将发售、动画片《Labubu和朋友们》将在夏季首播。当红IP Labubu的热度出现回落,市场风声鹤唳,但一份来自投行的分析认为,这或许只是虚惊一场。对于泡泡玛特的投资者...

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