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泡泡瑪特(09992.HK)破頂 上日納入港股通蜜雪(02097.HK)布魯可(00325.HK)古茗(01364.HK)吐5%至7%
市場觀望中美貿易談判進展,港股今早(10日)於兩個半月高位徘徊,最新報24,230,升49點或0.2%,成交1,221.5億元。市場「炒股不炒市」續聚焦「明星股」身上,惟走勢分化。 泡泡瑪特(09992.HK)高開0.9%後,最高見262元創歷史高。現報255.2元,升1.75%,成交21.24億元。 老鋪黃金(06181.HK)現報867元,跌2.25%,成交3.31億元。 上日(9日)被納入港股通的三隻股份今早回吐,蜜雪(02097.HK)現報536.5元,跌5.13%,成交3.45億元。布魯可(00325.HK)現報179.5元,跌7.14%,成交3.93億元。古茗(01364.HK)現報26元,跌5.97%,成交1.6億元。 美銀日前表示,蜜雪基本面或無法支撐現有估值,近期資金流動推動其估值提升,但近期升勢已反映眾多利好因素,評級由「中性」降至「跑輸大市」,目標價則由400元上調至465元。 華泰證券則表示,泡泡瑪特通過優質設計,加上中國供應鏈實現「藝術平權」,並通過社交媒體實現IP在全球的話題聯動,驅動IP在全球現象級傳播。維持對其2025至2027年經調整淨利潤65.1億、89.6億、116.7億元人民幣預測(複合年均增長率為51%),目標價從219港元上調至300港元,維持「買入」評級。
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