【高盛：料下半年中国IP及玩具需求增长因高基数放缓 海外趋势分化加剧】智通财经APP获悉，高盛发布研报称，其覆盖的中国IP零售商及玩具公司2026年上半年及第二季度业绩好坏参半，名创优品(09896.HK)盈利偏软，布鲁可(00325.HK)销售则强于预期。给予名创优品H股“买入”评级，目标价29.3港元；给予布鲁可“中性”评级，目标价72.4港元。该行预计下半年中国IP/玩具需求维持韧性，但增长将因更高基数而放缓，海外趋势更趋分化。
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