智通财经APP获悉，泡泡玛特(09992)再涨超4%，截至发稿，涨4.25%，报284.2港元，成交额8.82亿港元。
摩根大通发布研报称，将泡泡玛特评级从"中性"上调至"增持"，目标价从300港元上调至320港元。摩根大通此次调整主要基于两大关键因素：一是热门IP持续强劲，尽管Labubu产能已较一季度提升10倍，但Labubu 3.0和Mini Labubu在所有地区仍处于售罄状态。此外，新IP"星星人"快速崛起，预计将贡献2027年销售额的8%；二是估值吸引力显著提升，泡泡玛特股价较8月高点回调24%，而同期恒生指数上涨7%，当前按摩根大通预测仅20倍2026年市盈率，风险回报比更具吸引力。
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