10月16日,泡泡玛特盘初涨超4%!摩根大通上调其评级至“增持”!热门IP持续强劲+估值吸引力显著提升。摩根大通认为泡泡玛特不仅通过Labubu的持续火爆和“星星人”的成功证明了其并非依赖单一IP,更通过全球化布局和强大的定价权展现了其抵御外部风险的能力。当前20倍的2026年预期市盈率,相较于其高增长前景,估值颇具吸引力。摩根大通认为,泡泡玛特的基本面并未改变,反而更加强劲,而市场的恐慌提供了...
Source Link10月16日,泡泡玛特盘初涨超4%!摩根大通上调其评级至“增持”!热门IP持续强劲+估值吸引力显著提升。摩根大通认为泡泡玛特不仅通过Labubu的持续火爆和“星星人”的成功证明了其并非依赖单一IP,更通过全球化布局和强大的定价权展现了其抵御外部风险的能力。当前20倍的2026年预期市盈率,相较于其高增长前景,估值颇具吸引力。摩根大通认为,泡泡玛特的基本面并未改变,反而更加强劲,而市场的恐慌提供了...
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