$泡泡玛特(0999_老虎社区_美港股上老虎

2024-10-23

$泡泡玛特(09992)$ 三季度业绩预告出来之后，市场对泡泡玛特更加乐观，讨论从之前的是否会涨变成了估值是否偏高。

个人认为，对于成长股投资，成长阶段不要过于关注行业竞争格局和静态估值水平，只要增速不放缓，抱团大概率都不瓦解（市场别太差），后续跟踪季报增速即可。

泡泡玛特发布3季报，业绩大超预期，此前机构预期普遍是营收增速150%～170%，实际营收增速245%～250%；最亮眼的是海外收入，同比+365%~370%；利润率非常高，根据今年的半年报，毛利率高达70%，净利率高达35%。【绩后23日泡泡玛特盘中再次大跌，200会是比较理想的上车价位吗？泡泡玛特后市你是否还看好？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

小狗摩天轮
2024-10-23
小狗摩天轮
同意你的观点，成长股的投资主要还是看公司的增速和前景，不需要过于担心行业竞争和估值
- 飞飞618:
  是的，我非常坚定。成长股还是要看空间、企业核心竞争力、企业家精神等，估值是排序靠后的项。即使短期估值偏高，也希望可以用增长消化过高的估值水平。
飞飞618
2024-10-23
飞飞618
PS：持有泡泡，有屁股决定脑袋之嫌。
- 小米死多头:
  牛啊

发表看法

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