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郭家耀:港股交投創近月低 泡泡瑪特(09992.HK)前景續樂觀
港灣家族辦公室業務發展總監郭家耀稱,美股週一(28日)個別發展,投資者觀望貿易談判進展及美國企業業績表現,三大指數收市升跌不一。美元走勢向下,美國十年期債息回落至4.2釐水平,金價表現向好,油價則持續受壓。港股預託證券表現靠穩,預料大市早段跟隨溫和高開。 內地股市昨日下滑,滬綜指反覆低收,收市下跌0.2%,滬深兩市成交額亦有所縮減。 港股觀望氣氛濃厚,加上假期前夕,投資者入市態度審慎,大市在22,000點水平好淡爭持,整體成交亦創近月新低。消息未有突破發展前,預料指數維持21,500至22,500點水平上落。 另泡泡瑪特(09992.HK)公佈,今年第一季度整體收益按年增長1.65倍至1.7倍,遠超市場預期,增長步伐較2024年明顯加速。其中,中國收益增長95%至1倍,海外收益升4.75倍至4.8倍。期內,中國的線下渠道按年增長85%至90%;線上渠道上升1.4倍至1.45倍。海外收益方面,亞太按年增長3.45倍至3.5倍;美洲增長8.95倍至9倍;歐洲增長6倍至6.05倍。泡泡瑪特的海外業務爆發式增長,市場認同公司由中國本土品牌迅速轉型爲全球潮玩企業。公司在全球IP戰略相當成功,近年不斷拓展自有IP,並引入海外知名IP合作,令品牌在國際市場獲得認可。另外,渠道發展策略得宜,內地市場的線上線下協同發展,海外市場的快速滲透,均展現泡泡瑪特管理層強大的執行力。儘管股價已屢創新高,但業務增長動力仍強,前景展望繼續樂觀。 (筆者爲證監會持牌人,本人及相關人士沒持有上述股份)~
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