一家外资机构分析师孤勇看空泡泡玛特

i商周
9 hours ago

借助Labubu风靡全球而股价暴涨的泡泡玛特近期面临逆风,一位此前就判断其股价将跑输大盘的外资行分析师认为,单一IP火爆带来潜在风险,不建议长期投资者增加该公司的仓位。Bernstein中国消费行业分析师Melinda Hu团队自10月16日首次覆盖泡泡玛特并给予其跑输大盘的评级,当时泡泡玛特股价正处于近期的阶段高点,此后回落了近25%。该机构的意见在彭博追踪的覆盖泡泡玛特的机构中属于另类,目前...

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