Bernstein称，基于高频数据，10月 泡泡玛特 在中国和海外市场的需求恶化，各渠道交易也出现大幅减速，可能意味着公司四季度业绩或低于市场预期。分析师Melinda Hu等人在报告中指出，高频数据监测泡泡玛特关键IP的20多个数据点和来源，显示交易数据、社交媒体互动及搜索热度等指标同步减弱，基本面需求减速这一趋势难以被视为短期噪音或渠道调整。维持对公司跑输大盘评级，目标价225港元。
Source LinkBernstein称，基于高频数据，10月 泡泡玛特 在中国和海外市场的需求恶化，各渠道交易也出现大幅减速，可能意味着公司四季度业绩或低于市场预期。分析师Melinda Hu等人在报告中指出，高频数据监测泡泡玛特关键IP的20多个数据点和来源，显示交易数据、社交媒体互动及搜索热度等指标同步减弱，基本面需求减速这一趋势难以被视为短期噪音或渠道调整。维持对公司跑输大盘评级，目标价225港元。
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