投资亮点首次覆盖奇梦岛（HERE）给予跑赢行业评级，目标价6.50 美元，对应18x FY27E Non-GAAP P/E。理由如下：新兴潮玩势力，增长动能强劲。奇梦岛脱胎于量子之歌对Letsvan 的战略收购，深度融合了前者的精细化能力与后者的创意基因。公司已建立起以盲盒为核心、覆盖多材质、多形态与多价位的立体产品矩阵，并成功孵化出“WAKUKU”、“ZIYULI”、“SIINONO”等初具市场...
Source Link投资亮点首次覆盖奇梦岛（HERE）给予跑赢行业评级，目标价6.50 美元，对应18x FY27E Non-GAAP P/E。理由如下：新兴潮玩势力，增长动能强劲。奇梦岛脱胎于量子之歌对Letsvan 的战略收购，深度融合了前者的精细化能力与后者的创意基因。公司已建立起以盲盒为核心、覆盖多材质、多形态与多价位的立体产品矩阵，并成功孵化出“WAKUKU”、“ZIYULI”、“SIINONO”等初具市场...
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