据追风交易台,高盛最新发布的中国IP零售与玩具行业跟踪报告显示,8月份行业呈现明显的策略分化态势,这一变化反映了行业从高频数据驱动向基本面回归的重要转折点。 具体来看,高盛表示,泡泡玛特经历了价格溢价修正,但通过增加产品投放量实现了货币化提升;布鲁可加速产品发布节奏;名创优品自有IP表现亮眼,估值修复至2025年市盈率高十位数。 高盛同时调整了目标价格:泡泡玛特目标价格为350港元,名创优品上调至...
Source Link据追风交易台,高盛最新发布的中国IP零售与玩具行业跟踪报告显示,8月份行业呈现明显的策略分化态势,这一变化反映了行业从高频数据驱动向基本面回归的重要转折点。 具体来看,高盛表示,泡泡玛特经历了价格溢价修正,但通过增加产品投放量实现了货币化提升;布鲁可加速产品发布节奏;名创优品自有IP表现亮眼,估值修复至2025年市盈率高十位数。 高盛同时调整了目标价格:泡泡玛特目标价格为350港元,名创优品上调至...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.