港股異動 | 泡泡瑪特(9992.HK)漲超5% 獲機構看高至61.5港元
格隆匯1月17日丨泡泡瑪特(9992.HK)漲超5%,近期自底部反彈近15%,現報47.79港元,總市值668億港元。瑞銀首予泡泡瑪特買入評級,目標價61.5港元,較現價有20%左右漲幅。該行認為流行玩具的需求穩健。在宏觀經濟不明朗、疫情再起及高通脹環境下,相信集團的業務較其他非必須消費如餐廳、服飾及鞋類等更具防守性。另外,公司日前回應上海盲盒經營合規指引,一個健康有序的潮玩市場不僅有利於保障消費者的權益,也為泡泡瑪特營造良好的發展空間。

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