泡泡玛特，盲盒界的英伟达！大家赞同吗？

悬赏1000虎币

看昨天泡泡玛特绩后的股价表现，财报是大超市场预期，特别是CEO王宁电话会议：年初我们设定的指引是200亿元，但目前看来，全年实现300亿元也相当轻松, 现在市值4244亿，到年底估值可以降到15倍PE左右。

现在泡泡玛特唯一的问题，就是供不应求，市场已经将其比作英伟达，认为其世界级IP就是泡泡玛特最强“护城河”。摩根大通认为，泡泡玛特的增长逻辑已经改变，现在海外市场才是公司的发动机，而且泡泡玛特已经从一个盲盒公司跑通为一个IP全品类公司，且除了Labubu，还有多个能打的爆火IP，从而实现利润的暴增。

泡泡玛特财报，似乎又打开了下一个上涨空间，大家觉得 $泡泡玛特(09992)$ ，是盲盒界的英伟达吗？年内股价大涨260%，你还看好接下来的股价表现吗？

评论区分享你的观点或对泡泡玛特的看法，一起赢取虎币奖励！

泡泡玛特股价大跌！你觉得现在见顶了吗？

摩根大通近日将泡泡玛特的股票评级下调至中性，理由是缺乏催化剂和估值不具吸引力，导致该公司股价周一出现 4 月份以来的最大跌幅，港股盘中暴跌近9%。【今年累涨超180%的泡泡玛特，大家觉得是否已经见顶了？】

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。

悬赏已结束

380虎币已分给14位参与者,剩余620虎币已退还至发起者

截止至09/11 15:40

精彩评论

Fayreey
08-21
Fayreey
赢得30虎币
无用才是大用
辛达吉73
08-21
辛达吉73
赢得30虎币
确实没想到这么火，海外利润比国内还高，而且现在每个品都还是供不应求的状态，新消费龙头！
starterpacks
08-21
starterpacks
赢得15虎币
我已经开始卖了
追梦999
08-21
追梦999
赢得20虎币
情绪这个东西，
 
有时候说不爱就不爱了。
 
难办
小飞侠来喽
08-21
小飞侠来喽
赢得30虎币
涨到你服为止，情绪价值很重要，情绪上头了，花多少钱都愿意！$泡泡玛特(09992)$
哈喽神
08-22
哈喽神
赢得30虎币
潮玩玩具是时尚单品，能够给年轻人带来酷、有趣的商品。情绪价值到了，能爆火。火的时间不好说，可能是今年还流行的潮玩，明年就过气了。
如果泡泡玛特每年都能给年轻人带来了有趣、酷的潮玩。股价是能长牛的 [正经] [爱你]

发表看法

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