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Labubu 3.0風靡全球!泡泡瑪特漲超5%再創歷史新高,市值逼近3000億港元
泡泡瑪特(9992.HK)繼續走強,盤中一度漲超5%,報220港元,再創歷史新高,市值逼近3000億港元。該股在2024年累漲346%後,今年迄今再度累漲144%。消息面上,泡泡瑪特全新發布的Labubu第三代搪膠毛絨產品再次風靡全球。據悉,不止在國內門店,爲搶購到時下最火爆的Labubu 3.0,最近,美國洛杉磯、英國倫敦等線下門店都出現大排長龍的盛況。二手平臺上,原價99元/盒的Labubu 3.0出現不同程度溢價,其中隱藏款盲盒出價高達2300元,相比官方售價溢價超20倍。摩根士丹利發佈研究報告指,由於Labubu v3在全球的需求強勁,尤其是美國,將帶動新店開業,這將會是2025至2026年的關鍵增長因素。摩根士丹利將泡泡瑪特目標價由204港元上調至224港元,給予“增持”評級。

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