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Deep_Thinker
06-09
你看看热搜词是啥?camp,fishing,electric bike 啊
Labubu火到海外 成外贸平台搜索词第一名
Deep_Thinker
06-02
$泡泡玛特(09992)$
恒生指数暴跌,逆势追20几倍泡沫股,横祸顿生,此生绝望
Deep_Thinker
06-02
$泡泡玛特(09992)$
今日接盘,明日配股,你买在20几倍的极端高点,此生无望
Deep_Thinker
05-30
今日接盘,明日配股600亿,你买在20倍的极端顶部,此生绝望
每日卖空追踪 | 泡泡玛特 05月29日卖空量成交77.16万股,卖空比例为7.1%
Deep_Thinker
05-30
今日接盘,明日配股600亿,你买在20倍的极端顶部,此生绝望
泡泡玛特暂停Labubu在英销售,隐藏款被炒至2600元
Deep_Thinker
05-30
今日接盘,明日配股600亿,你买在20倍的极端顶部,此生绝望
3000亿之后的“Labubu困境”
Deep_Thinker
05-30
今日接盘,明日配股600亿,你买在20倍的极端顶部,此生绝望
“谷子经济”走红 潮玩品牌扎堆登陆资本市场
Deep_Thinker
05-30
今日接盘,明日配股600亿,你买在20倍的极端顶部,此生绝望
东兴证券六月金股:推荐泡泡玛特等
Deep_Thinker
05-30
今日接盘,明日配股600亿,你买在20倍的极端顶部,此生绝望
茅台“铁粉”转战泡泡玛特 消费投资逻辑聚焦“含新量”
Deep_Thinker
05-30
今日接盘,明日配股600亿,你买在20倍的极端顶部,此生绝望
抱歉,原内容已删除
Deep_Thinker
05-30
今日接盘,明日配股600亿,一字断魂刀,此生绝望
Deep_Thinker
05-29
$泡泡玛特(09992)$
$泡泡玛特 (09992.HK)$ 他们拿所谓业绩增长了100%吹票,却不说股价一年给炒高了20倍有多大的风险,股价回到9块你还能剩几毛,你看看那些回到原位的股票,何其之多
Deep_Thinker
05-23
$泡泡玛特(09992)$
买人偶得癌症
Deep_Thinker
05-16
欧盟通报,泡泡玛特玩具化学物质超标,可能对儿童健康构成威胁,被开出巨额罚单,产品被退回!
抱歉,原内容已删除
Deep_Thinker
05-16
欧盟通报,泡泡玛特玩具化学物质超标,可能对儿童健康构成威胁,被开出巨额罚单,产品被退回!
泡泡玛特跨界做影视,锦上添花还是画蛇添足?
Deep_Thinker
05-16
欧盟通报,泡泡玛特玩具化学物质超标,可能对儿童健康构成威胁,被开出巨额罚单,产品被退回!
恒生指数公司即将公布检讨结果,泡泡玛特、百济神州成为纳入热门候选
Deep_Thinker
05-13
景顺长城基金正在清仓,务必重视
从潮玩盲盒到古法金饰,新消费标的为何获机构抢筹?
Deep_Thinker
05-13
雇人排队伪造市场假象,能骗一时终究会被无情打脸,看看门店倒闭数量
泡泡玛特盘中异动 股价大跌3.04%报185.300港元
Deep_Thinker
05-13
雇人排队伪造市场假象,能骗一时终究会被无情打脸,看看门店倒闭数量
泡泡玛特05月12日主力净流出4288.0万元 散户资金买入
Deep_Thinker
05-13
雇人排队伪造市场假象,能骗一时终究会被无情打脸,看看门店倒闭数量
中证香港中盘精选指数上涨1.79%,前十大权重包含泡泡玛特等
去老虎APP查看更多动态
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bike 啊","listText":"你看看热搜词是啥?camp,fishing,electric bike 啊","text":"你看看热搜词是啥?camp,fishing,electric bike 啊","images":[{"img":"https://static.tigerbbs.com/5a806d8e465255c4352269a496ae0d0b","width":"200","height":"200"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/444034447352400","repostId":"2541204825","repostType":2,"repost":{"id":"2541204825","kind":"news","pubTimestamp":1749397375,"share":"https://www.laohu8.com/m/news/2541204825?lang=&edition=full","pubTime":"2025-06-08 23:42","market":"us","language":"zh","title":"Labubu火到海外 成外贸平台搜索词第一名","url":"https://stock-news.laohu8.com/highlight/detail?id=2541204825","media":"广州日报","summary":"Labubu大火,带动全球老外上中国跨境电商平台抢购。全媒体记者从阿里巴巴获悉,海外618前夕,Labubu飙升为阿里速卖通AliExpress的Top1搜索词。“出海四小龙”速卖通成为中国品牌在海外热度的放大器。据透露,今年海外618,泡泡玛特还将继续在速卖通上发售Labubu等热门IP。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=116.09992&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p> Labubu大火,带动全球老外上中国<span>跨境电商</span><span></span>平台抢购。全媒体记者从<span><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a></span><span></span>获悉,海外618前夕,Labubu飙升为<a href=\"https://laohu8.com/S/09988\">阿里</a>速卖通AliExpress的Top1搜索词。“出海四小龙”速卖通成为中国品牌在海外热度的放大器。据透露,今年海外618,<span><a href=\"https://laohu8.com/S/09992\">泡泡玛特</a></span>还将继续在速卖通上发售Labubu等热门IP。</p> <center><img src=\"https://np-newspic.dfcfw.com/download/D25503831848421481457_w592h819.jpg\"/></center><p>Labubu成为阿里速卖通AliExpress的Top1搜索词</p><p> 凭借“怪萌”设计与盲盒玩法,Labubu正迅速成为全球顶流。平台数据显示,海外618前夕,来自英国、澳大利亚、巴西等市场的消费者,涌入速卖通,只为抢购Labubu。据了解,<span href=\"http://quote.eastmoney.com/unify/r/116.09992\" target=\"_blank\" web=\"1\">泡泡玛特</span>官方入驻速卖通以来,销量一路猛增,稳居潮玩类目首位,并带动速卖通潮玩类目整体GMV上半年同比增长300%。</p><p> 阿里速卖通等外贸平台,目前已成为中国品牌出海的核心阵地。不仅是玩具行业顶流<span href=\"http://quote.eastmoney.com/unify/r/116.09992\" target=\"_blank\" web=\"1\">泡泡玛特</span>在速卖通上爆火,更多优质中国潮玩品牌如52TOYS、JOYTOY、玩乐主义、<span><a href=\"https://laohu8.com/S/002292\">奥飞娱乐</a></span><span></span>、寻找<span>独角兽</span><span></span>等也已入驻速卖通,此外宇树科技、<span><a href=\"https://laohu8.com/S/300866\">安克创新</a></span><span></span>、<a href=\"https://laohu8.com/S/01810\">小米</a>、Rokid、XREAL等高科技品牌也都选择了速卖通出海,并深受海外消费者喜爱。</p><p> <span href=\"http://quote.eastmoney.com/unify/r/90.BK1115\" target=\"_blank\" web=\"1\">跨境电商</span>平台拥有成熟的市场布局、完善的物流建设以及丰富的本土化营销资源,可以有效帮助品牌度过“出海婴儿期”,是品牌选择与平台合作的重要因素。近期,阿里速卖通更是推出了“百亿补贴BigSave”品牌出海计划,以“投资视角”挖掘、扶持出海潜力品牌。速卖通表示,今年将帮助1000个新品牌实现百万美元的突破。</p><p>(文章来源:广州日报)</p> </div></body></html>","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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.h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLabubu火到海外 成外贸平台搜索词第一名\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-08 23:42 北京时间 <a href=http://finance.eastmoney.com/a/202506083424832884.html><strong>广州日报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Labubu大火,带动全球老外上中国跨境电商平台抢购。全媒体记者从阿里巴巴获悉,海外618前夕,Labubu飙升为阿里速卖通AliExpress的Top1搜索词。“出海四小龙”速卖通成为中国品牌在海外热度的放大器。据透露,今年海外618,泡泡玛特还将继续在速卖通上发售Labubu等热门IP。 Labubu成为阿里速卖通AliExpress的Top1搜索词 凭借“怪萌”设计与盲盒玩法,Labubu...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202506083424832884.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://finance.eastmoney.com/a/202506083424832884.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2541204825","content_text":"Labubu大火,带动全球老外上中国跨境电商平台抢购。全媒体记者从阿里巴巴获悉,海外618前夕,Labubu飙升为阿里速卖通AliExpress的Top1搜索词。“出海四小龙”速卖通成为中国品牌在海外热度的放大器。据透露,今年海外618,泡泡玛特还将继续在速卖通上发售Labubu等热门IP。 Labubu成为阿里速卖通AliExpress的Top1搜索词 凭借“怪萌”设计与盲盒玩法,Labubu正迅速成为全球顶流。平台数据显示,海外618前夕,来自英国、澳大利亚、巴西等市场的消费者,涌入速卖通,只为抢购Labubu。据了解,泡泡玛特官方入驻速卖通以来,销量一路猛增,稳居潮玩类目首位,并带动速卖通潮玩类目整体GMV上半年同比增长300%。 阿里速卖通等外贸平台,目前已成为中国品牌出海的核心阵地。不仅是玩具行业顶流泡泡玛特在速卖通上爆火,更多优质中国潮玩品牌如52TOYS、JOYTOY、玩乐主义、奥飞娱乐、寻找独角兽等也已入驻速卖通,此外宇树科技、安克创新、小米、Rokid、XREAL等高科技品牌也都选择了速卖通出海,并深受海外消费者喜爱。 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俗话说黑粉才是真爱粉[暗中观察]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":441540098716496,"gmtCreate":1748836478433,"gmtModify":1748836479620,"author":{"id":"14642552333840","authorId":"14642552333840","name":"Deep_Thinker","avatar":"https://static.tigerbbs.com/6bb4471a22ea635557855d05384a24ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"14642552333840","idStr":"14642552333840"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$ </a> 今日接盘,明日配股,你买在20几倍的极端高点,此生无望","listText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$ </a> 今日接盘,明日配股,你买在20几倍的极端高点,此生无望","text":"$泡泡玛特(09992)$ 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16:30","market":"hk","language":"zh","title":"每日卖空追踪 | 泡泡玛特 05月29日卖空量成交77.16万股,卖空比例为7.1%","url":"https://stock-news.laohu8.com/highlight/detail?id=2539256625","media":"市场透视","summary":"泡泡玛特北京时间05月29日,涨4.31%,卖空量成交77.16万股%,较上一交易日减少46.06%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>(09992.HK)北京时间05月29日,涨4.31%,卖空量成交77.16万股%,较上一交易日减少46.06%</p><p>更多个股卖空数据请看下面视窗:</p><p>卖空数据是观测市场多空博弈的关键指标:</p><p>短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹(空头被迫回补推升股价);长期结合基本面恶化则预警下行风险。投资者可搭配成交量、行业动态捕捉事件性机会(如财报前卖空激增后的反转)。港股数据实时性强,适合短线跟踪;美股因T+2延迟,更适用中长期分析。</p><p>需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。理性投资应避免孤立使用,需结合财报、资金流向等多维验证,重点关注趋势变化而非绝对数值。</p><p>(以上内容为<a href=\"https://laohu8.com/S/00700\">腾讯</a>自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>每日卖空追踪 | 泡泡玛特 05月29日卖空量成交77.16万股,卖空比例为7.1%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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SGD","LU0823426308.USD":"法巴中国股票基金"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250529174941a49122cc&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2539256625","content_text":"泡泡玛特(09992.HK)北京时间05月29日,涨4.31%,卖空量成交77.16万股%,较上一交易日减少46.06%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹(空头被迫回补推升股价);长期结合基本面恶化则预警下行风险。投资者可搭配成交量、行业动态捕捉事件性机会(如财报前卖空激增后的反转)。港股数据实时性强,适合短线跟踪;美股因T+2延迟,更适用中长期分析。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。理性投资应避免孤立使用,需结合财报、资金流向等多维验证,重点关注趋势变化而非绝对数值。(以上内容为腾讯自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)","news_type":1,"symbols_score_info":{"09992":1}},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":440476928790736,"gmtCreate":1748576510977,"gmtModify":1748576512003,"author":{"id":"14642552333840","authorId":"14642552333840","name":"Deep_Thinker","avatar":"https://static.tigerbbs.com/6bb4471a22ea635557855d05384a24ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"14642552333840","idStr":"14642552333840"},"themes":[],"htmlText":"今日接盘,明日配股600亿,你买在20倍的极端顶部,此生绝望","listText":"今日接盘,明日配股600亿,你买在20倍的极端顶部,此生绝望","text":"今日接盘,明日配股600亿,你买在20倍的极端顶部,此生绝望","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/440476928790736","repostId":"2539226684","repostType":2,"repost":{"id":"2539226684","kind":"news","pubTimestamp":1748525565,"share":"https://www.laohu8.com/m/news/2539226684?lang=&edition=full","pubTime":"2025-05-29 21:32","market":"hk","language":"zh","title":"泡泡玛特暂停Labubu在英销售,隐藏款被炒至2600元","url":"https://stock-news.laohu8.com/highlight/detail?id=2539226684","media":"金羊网","summary":"近日, 泡泡玛特 旗下IP“Labubu”已从一款小众设计师玩具跃升为国际潮流偶像。最新上市的Labubu系列在美国、英国等地经常“几分钟内”售罄。由于安全风险上升,泡泡玛特已宣布暂停Labubu在英国的销售,并计划在6月前将该产品从英国门店全面下架。泡泡玛特LABUBU99元隐藏款被炒至2600元记者调查发现,原价为594元一盒的LABUBU3.0系列盲盒在二手市场上被炒到了1000元至2000元左右。而单个99元的盲盒也普遍溢价200元至600元左右,隐藏款的价格更是超过2600元一个。","content":"<div>\n<p>近日, 泡泡玛特 旗下IP“Labubu”已从一款小众设计师玩具跃升为国际潮流偶像。最新上市的Labubu系列在美国、英国等地经常“几分钟内”售罄。由于需求火爆,近日伦敦的斯特拉特福德韦斯特菲尔德购物中心,甚至爆发了“斗殴”事件。现场视频显示,几名男子拳脚相向,保安和其他顾客奋力阻拦。由于安全风险上升,泡泡玛特已宣布暂停Labubu在英国的销售,并计划在6月前将该产品从英国门店全面下架。泡泡玛特...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250529214105a4916eb1&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>泡泡玛特暂停Labubu在英销售,隐藏款被炒至2600元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n泡泡玛特暂停Labubu在英销售,隐藏款被炒至2600元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-29 21:32 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250529214105a4916eb1&s=b><strong>金羊网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日, 泡泡玛特 旗下IP“Labubu”已从一款小众设计师玩具跃升为国际潮流偶像。最新上市的Labubu系列在美国、英国等地经常“几分钟内”售罄。由于需求火爆,近日伦敦的斯特拉特福德韦斯特菲尔德购物中心,甚至爆发了“斗殴”事件。现场视频显示,几名男子拳脚相向,保安和其他顾客奋力阻拦。由于安全风险上升,泡泡玛特已宣布暂停Labubu在英国的销售,并计划在6月前将该产品从英国门店全面下架。泡泡玛特...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250529214105a4916eb1&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0823426308.USD":"法巴中国股票基金","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","BK1224":"专卖店","09992":"泡泡玛特","SG9999002950.SGD":"United Asian Growth Opportunities SGD","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0823426480.USD":"法巴中国股票经典Dis","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250529214105a4916eb1&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2539226684","content_text":"近日, 泡泡玛特 旗下IP“Labubu”已从一款小众设计师玩具跃升为国际潮流偶像。最新上市的Labubu系列在美国、英国等地经常“几分钟内”售罄。由于需求火爆,近日伦敦的斯特拉特福德韦斯特菲尔德购物中心,甚至爆发了“斗殴”事件。现场视频显示,几名男子拳脚相向,保安和其他顾客奋力阻拦。由于安全风险上升,泡泡玛特已宣布暂停Labubu在英国的销售,并计划在6月前将该产品从英国门店全面下架。泡泡玛特LABUBU99元隐藏款被炒至2600元记者调查发现,原价为594元一盒的LABUBU3.0系列盲盒在二手市场上被炒到了1000元至2000元左右。而单个99元的盲盒也普遍溢价200元至600元左右,隐藏款的价格更是超过2600元一个。Labubu质量问题被吐槽在社交媒体上,有不少 消费者 反映收到的Labubu出现歪头、掉漆、开线、秃毛等不同的品控问题。有消费者称,自己以99元的原价通过官方渠道购买的第三代Labubu,等发货等了一个多月,但收到货后发现“歪头杀”的问题,“东西肯定是真的,但质量确实不咋地。”还有消费者称,她通过官方渠道购买的Labubu 1.0在一个月内因为瑕疵问题换货4次,“越换越差,当时因为掉漆秃毛申请换货,结果后面的脑袋都全是歪的。”对于出厂产品的品控和质量问题,泡泡玛特客服表示发货的产品都是全新的,出厂前都会有质检,具体以实际收到的货物为准。泡泡玛特在线客服表示,公仔是融入艺术、设计、潮流等多元素理念的玩具,在制作过程中可能会出现染色不均等情况,商品到手后有任何问题都可以联系客服。","news_type":1,"symbols_score_info":{"09992":1}},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":440475112771808,"gmtCreate":1748576506240,"gmtModify":1748576507878,"author":{"id":"14642552333840","authorId":"14642552333840","name":"Deep_Thinker","avatar":"https://static.tigerbbs.com/6bb4471a22ea635557855d05384a24ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"14642552333840","idStr":"14642552333840"},"themes":[],"htmlText":"今日接盘,明日配股600亿,你买在20倍的极端顶部,此生绝望","listText":"今日接盘,明日配股600亿,你买在20倍的极端顶部,此生绝望","text":"今日接盘,明日配股600亿,你买在20倍的极端顶部,此生绝望","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/440475112771808","repostId":"2539226918","repostType":2,"repost":{"id":"2539226918","kind":"news","pubTimestamp":1748529011,"share":"https://www.laohu8.com/m/news/2539226918?lang=&edition=full","pubTime":"2025-05-29 22:30","market":"hk","language":"zh","title":"3000亿之后的“Labubu困境”","url":"https://stock-news.laohu8.com/highlight/detail?id=2539226918","media":"21世纪经济报道","summary":"泡泡玛特狂飙的底层逻辑,是经典IP Labubu风靡海内外。爆火不可预测事实上,Labubu并不是泡泡玛特旗下新诞生的IP。2018年,Labubu被泡泡玛特推向大众市场,彼时的Labubu并不是最受欢迎的IP,那时候泡泡玛特旗下最火的是MOLLY、SKULLPANDA、DIMOO等。2024年上半年,泡泡玛特股价常年在低位徘徊,随着Labubu的爆火,泡泡玛特股价一飞冲天,去年7月至今其股价涨幅超过500%。","content":"<div>\n<p>21世纪经济报道记者吴抒颖广州报道泡泡玛特的股价还在继续涨,它的同行们却正在经历“冰火两重天”。截至2025年5月29日收盘,泡泡玛特报225港元/股,上涨4.31%,总市值再创新高,已经成功迈入“3000亿港元俱乐部”。同日,名创优品虽然也有2.49%的涨幅,市值仅为432.81亿港元,与泡泡玛特相去甚远。泡泡玛特、名创优品身后,更多蹭着“IP概念”的潮玩企业正在排队上市。卡游、52TOYS等潮...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250529223456a6f20112&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3000亿之后的“Labubu困境”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3000亿之后的“Labubu困境”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-29 22:30 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250529223456a6f20112&s=b><strong>21世纪经济报道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>21世纪经济报道记者吴抒颖广州报道泡泡玛特的股价还在继续涨,它的同行们却正在经历“冰火两重天”。截至2025年5月29日收盘,泡泡玛特报225港元/股,上涨4.31%,总市值再创新高,已经成功迈入“3000亿港元俱乐部”。同日,名创优品虽然也有2.49%的涨幅,市值仅为432.81亿港元,与泡泡玛特相去甚远。泡泡玛特、名创优品身后,更多蹭着“IP概念”的潮玩企业正在排队上市。卡游、52TOYS等潮...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250529223456a6f20112&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250529223456a6f20112&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2539226918","content_text":"21世纪经济报道记者吴抒颖广州报道泡泡玛特的股价还在继续涨,它的同行们却正在经历“冰火两重天”。截至2025年5月29日收盘,泡泡玛特报225港元/股,上涨4.31%,总市值再创新高,已经成功迈入“3000亿港元俱乐部”。同日,名创优品虽然也有2.49%的涨幅,市值仅为432.81亿港元,与泡泡玛特相去甚远。泡泡玛特、名创优品身后,更多蹭着“IP概念”的潮玩企业正在排队上市。卡游、52TOYS等潮玩品牌目前也已经向港交所递表,等待上市;今年上半年上市的布鲁可股价仍在攀高,股价相比刚挂牌时也有七成涨幅。“谷子经济”作为今年现象级的消费热潮,吸引了诸多投资机构的涌入,但并没有带旺所有的上市企业。泡泡玛特狂飙的底层逻辑,是经典IP Labubu风靡海内外。名创优品难以复制泡泡玛特的增长神话,是因为它没有独具特色的自有IP,在授权模式之下没有宽厚的护城河,更缺乏动人的资本故事。就算是泡泡玛特,投资机构在如今的高点上也很难预判它的未来走向。市场上一种说法是,Labubu总有一天会“凉”,就如Molly已经没有之前那么火一样。如果泡泡玛特未能够迅速找到新的IP来代替Labubu,泡泡玛特也将泯然众人。市场上的乐观派却觉得,泡泡玛特的盲盒模式拿捏了人心,它的增长曲线将一往直前。无论泡泡玛特去往何方,潮玩界都很难在短时间内出现下一个千亿级别的公司。消费者对IP的喜好并不能被预测,就算是泡泡玛特也很难保证自己永远站在顶端。其他的潮玩企业不断研发或者签约新的IP,也都将面对一个不确定的未来。爆火不可预测事实上,Labubu并不是泡泡玛特旗下新诞生的IP。2018年,Labubu被泡泡玛特推向大众市场,彼时的Labubu并不是最受欢迎的IP,那时候泡泡玛特旗下最火的是MOLLY、SKULLPANDA、DIMOO等。21世纪经济报道记者从泡泡玛特历年财报中发现,2022年,SKULLPANDA营收为8.5亿元,同比增长43.1%;MOLLY在2022年的营收为8亿元,同比增长13.8%;DIMOO营收5.8亿元。那一年,Labubu所在的THE MONSTERS并未被泡泡玛特作为主推的IP宣传。2023年,泡泡玛特营收贡献比例前三的是SKULLPANDA、MOLLY和DIMOO,分别实现营收10.25亿元、10.2亿元、7.38亿元,同比增长20.3%、27.2%、27.6%。当年,Labubu所在THE MONSTERS贡献的收入是3.68亿元,同比增长39.9%。一位泡泡玛特的早期玩家告诉21世纪经济报道记者,“我入坑的时候玩的都是MOLLY,以前MOLLY很火。我喜欢的宇航员、睡莲系列都被抢破了头,但那会玩Labubu的人没那么多,都觉得有点丑。”2024年,泡泡玛特旗下IP的座次大挪移。当年,THE MONSTERS疯狂蹿升,实现营收30.41亿元。MOLLY、SKULLPANDA和CRYBABY则分别实现20.93亿元、13.08亿元和11.65亿元的营收。也正是Labubu的爆火,将泡泡玛特推上了高位。2024年上半年,泡泡玛特股价常年在低位徘徊,随着Labubu的爆火,泡泡玛特股价一飞冲天,去年7月至今其股价涨幅超过500%。国际大行更是坚定看好泡泡玛特,摩根大通预计,THE MONSTERS系列销售额将从2024年的30亿元增长至2027年的140亿元。其海外销售额今年将同比增长152%,今年至2027年复合增长42%,占2027年销售额的65%。能否逃脱“时代眼泪”在潮玩界人士看来,Labubu的爆火或者熄火,并没有规律可以遵循。“IP突然爆火是没办法被预测的,你不知道为什么它突然就火了。假如说我知道,我可能会早几年就囤这个IP的东西,但事实并没有,因为这样做很容易砸手上,假如火的不是Labubu而是别的呢?我的同行也多数没有这个眼光,一般都是什么火炒什么。”一位潮玩直播间的主播告诉21世纪经济报道记者。很多例子可以印证IP的生命力有限。潮玩产品总是很难摆脱“一阵风”的困境。上述主播举例称,Bearbrick也曾是红极一时的IP,在火爆的时候需要溢价很多才可以买到,但现在1万买的可能1000都卖出不去,“我早不玩了,但手上还有一堆卖不掉,多数型号都失去了流通性,是时代的眼泪无疑。”就像Supreme、Off white等潮牌一样,这些城中达人曾经最爱的品牌如今已经过气,Labubu的神话还能延续多久,也很难被预测。这也是泡泡玛特的不确定性所在。就连泡泡玛特自己,都很难预测Labubu的生命力,就像它也没办法让MOLLY以及SKULLPANDA的增长曲线永远陡峭向上一样。在投资机构眼里,这就是以IP为主要竞争力的企业最大的不确定性。一位消费行业的投资人告诉21世纪经济报道记者,“以前很多人觉得泡泡玛特能火,原因是它的盲盒模式非常令人上瘾,现在就连头部的投行都觉得是IP的推动力。盲盒的确会增加复购率,IP爆火也是真的,但是如果有一天这些IP都没人喜欢了,那泡泡玛特的竞争力在哪里?”“代餐+爆款”的冒险潮玩龙头泡泡玛特尚且如此,名创优品的处境则更难推断。与泡泡玛特不同,名创优品走的是另外一条道路:它构建了“联名+原创”的双引擎模式。通过与迪士尼、三丽鸥、chiikawa等全球知名IP的战略合作,持续扩大品牌影响力;同时孵化了墩DUN鸡、PENPEN、“吉福特家族”等多个原创IP,打造了完整的IP内容矩阵。目前,名创优品的原创IP并未诞生现象级的产品,而合作IP也很难保住名创优品的“荣华富贵”。一个很重要的原因是,合作IP十分考验授权方对产品研发的走心程度,名创优品的模式更偏向于“快消”,流量路线注定它很难打造精品。再者,合作IP竞争对手众多,授权方并不止名创优品一家,如何进行差异化的产品打造,名创优品也或许并没有想好。“真正玩玩具的人,是很少把名创优品的东西拿来做收藏的。像Hellokitty,三丽鸥本身有自己的产品,精美程度并不是名创优品可以比拟,它注定只能是个代餐。”一位Hellokitty的资深玩家告诉21世纪经济报道记者。从名创优品的财报中,也可以看到,它正在陷入IP授权的激烈竞争中。财报显示,2025年一季度,名创优品的授权费用为1.05亿元,同比增加39.6%;而去年全年,名创优品的授权费支出为4.21亿元,同比增加29.5%。这种模式很难不被同质化的竞争冲垮,在名创优品身后,52Toys也是走的IP授权模式并勇闯港交所,早前上市的布鲁可也凭借奥特曼在玩具界闯出一番天地。名创优品投入大量的授权费,只是在赌手上的IP突然火爆,从而带动业绩的爆发式增长,这种模式本身就是一种冒险。上述消费投资人对21世纪经济报道记者分析称,“谷子经济”说到底是一种情绪消费,企业需要不断寻找刺激消费者购买的点。“参考成熟市场,这个赛道有很多可能性,但不代表这个赛道能容纳很多龙头企业,位居头部的,一般只有一两家,而且必须有长青的IP,就像迪士尼、三丽鸥,它们多数IP都火了很多年,并且还有新的IP火起来。潮玩企业能否撬动更大市场,关键看其IP运营能力。”该消费投资人表示。","news_type":1,"symbols_score_info":{"09896":0.9,"09992":0.9,"MNSO":0.9}},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":440476005614368,"gmtCreate":1748576497721,"gmtModify":1748576498707,"author":{"id":"14642552333840","authorId":"14642552333840","name":"Deep_Thinker","avatar":"https://static.tigerbbs.com/6bb4471a22ea635557855d05384a24ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"14642552333840","idStr":"14642552333840"},"themes":[],"htmlText":"今日接盘,明日配股600亿,你买在20倍的极端顶部,此生绝望","listText":"今日接盘,明日配股600亿,你买在20倍的极端顶部,此生绝望","text":"今日接盘,明日配股600亿,你买在20倍的极端顶部,此生绝望","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/440476005614368","repostId":"2539914512","repostType":2,"repost":{"id":"2539914512","kind":"news","pubTimestamp":1748557623,"share":"https://www.laohu8.com/m/news/2539914512?lang=&edition=full","pubTime":"2025-05-30 06:27","market":"hk","language":"zh","title":"“谷子经济”走红 潮玩品牌扎堆登陆资本市场","url":"https://stock-news.laohu8.com/highlight/detail?id=2539914512","media":"每日商报","summary":"眼下,“谷子经济”走红,带动潮玩行业投资、融资事件频发,更是有不少品牌先后冲击IPO,资本市场关注度持续提升,潮玩市场“未来可期”。记者了解到,万达与儒意此次投资52TOYS,是双方拟在IP玩具产品的开发及售卖、市场营销和其他相关领域展开战略合作的一大举措。除投融资事件外,潮玩企业这股消费新势力更是在扎堆登陆资本市场。他表示,市场高速增长叠加头部品牌泡泡玛特的标杆效应,让资本市场对赛道的关注度持续提升。","content":"<html><body><article><p>商报讯(记者黄诗睿)近日,<a href=\"https://laohu8.com/S/002739\">万达电影</a>发布公告称,其全资子公司影时光将与关联方<a href=\"https://laohu8.com/S/00136\">中国儒意</a>全资子公司儒意星辰共同投资北京乐自天成文化发展股份有限公司(简称“52TOYS”),总计投资人民币1.44亿元。眼下,“谷子经济”走红,带动潮玩行业投资、融资事件频发,更是有不少品牌先后冲击IPO,资本市场关注度持续提升,潮玩市场“未来可期”。</p><p>记者了解到,万达与儒意此次投资52TOYS,是双方拟在IP玩具产品的开发及售卖、市场营销和其他相关领域展开战略合作的一大举措。2024年,52TOYS营收6.3亿元,<span>净利润</span>3000万元,虽然与<a href=\"https://laohu8.com/S/MNSO\">名创优品</a>、<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>等百亿元、数十亿元级别的收入相比体量尚小,但万达电影公告显示,52TOYS作为中国IP玩具行业的领先品牌,其IP以及品类的多元化发展程度较高,也在加速自有渠道建设,具有较大的发展潜力。</p><p>近段时间以来,这样的投融资动态在潮玩市场并不少见。例如今年年初,手握多款原创IP的潮玩新锐品牌熠起文化就完成了近亿元的A轮融资,由上市公司<a href=\"https://laohu8.com/S/QSG\">量子之歌</a>领投,上德合利等知名投资机构跟投;这个月,手办潮玩电商平台元气玛特获三家国资机构的近亿元投资,这是元气玛特的C轮融资;潮玩文化服务提供商吉利玛特也宣布完成A轮融资。</p><p>除投融资事件外,潮玩企业这股消费新势力更是在扎堆登陆资本市场。今年年初多家媒体曾报道52TOYS计划2025年递表港交所,<a href=\"https://laohu8.com/S/09896\">名创优品</a>创始人叶国富2022年提出3年内让旗下潮玩品牌TOP TOY单独上市的目标,而今年3月份名创优品被传出开始拆分TOP TOY筹备上市,身处IP潮玩细分赛道的卡游也于今年更新招股书。</p><p>在大消费IP产业研究员纪晓蒙看来,潮玩市场备受资本青睐,与当前越来越多消费者通过购买玩具衍生品来获得情绪价值有关。“尤其是在今年爆款电影《哪咤2》联名破圈事件的带动下,市场普及认知进一步打开,消费客群呈大众化趋势。”他表示,市场高速增长叠加头部品牌泡泡玛特的标杆效应,让资本市场对赛道的关注度持续提升。</p><p>一些已上市潮玩品牌的财报中的数据也证明了该赛道的实力:例如被称为“中国盲盒第一股”的泡泡玛特,2024年营收同比增长106.9%,经调整净利润同比增长185.9%,创历史新高;又例如IP联名集合店名创优品2024年营收同比增长22.8%,经调整净利润同比增长15.4%。</p><p>艾媒咨询分析师张毅则表示,如今潮玩市场大的风向还是在谷子经济,“抓好谷子经济这波风潮,把产品延伸的足够广、足够有特色,是可以有不错的共振作用的。”</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“谷子经济”走红 潮玩品牌扎堆登陆资本市场</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“谷子经济”走红 潮玩品牌扎堆登陆资本市场\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-30 06:27 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250530063448a491e600&s=b><strong>每日商报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>商报讯(记者黄诗睿)近日,万达电影发布公告称,其全资子公司影时光将与关联方中国儒意全资子公司儒意星辰共同投资北京乐自天成文化发展股份有限公司(简称“52TOYS”),总计投资人民币1.44亿元。眼下,“谷子经济”走红,带动潮玩行业投资、融资事件频发,更是有不少品牌先后冲击IPO,资本市场关注度持续提升,潮玩市场“未来可期”。记者了解到,万达与儒意此次投资52TOYS,是双方拟在IP玩具产品的开发及...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250530063448a491e600&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","SG9999002950.SGD":"United Asian Growth Opportunities SGD","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","LU0823426308.USD":"法巴中国股票基金","BK1224":"专卖店","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK1246":"综合货品商店","LU0823426480.USD":"法巴中国股票经典Dis","BK1249":"综合零售","09992":"泡泡玛特","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250530063448a491e600&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2539914512","content_text":"商报讯(记者黄诗睿)近日,万达电影发布公告称,其全资子公司影时光将与关联方中国儒意全资子公司儒意星辰共同投资北京乐自天成文化发展股份有限公司(简称“52TOYS”),总计投资人民币1.44亿元。眼下,“谷子经济”走红,带动潮玩行业投资、融资事件频发,更是有不少品牌先后冲击IPO,资本市场关注度持续提升,潮玩市场“未来可期”。记者了解到,万达与儒意此次投资52TOYS,是双方拟在IP玩具产品的开发及售卖、市场营销和其他相关领域展开战略合作的一大举措。2024年,52TOYS营收6.3亿元,净利润3000万元,虽然与名创优品、泡泡玛特等百亿元、数十亿元级别的收入相比体量尚小,但万达电影公告显示,52TOYS作为中国IP玩具行业的领先品牌,其IP以及品类的多元化发展程度较高,也在加速自有渠道建设,具有较大的发展潜力。近段时间以来,这样的投融资动态在潮玩市场并不少见。例如今年年初,手握多款原创IP的潮玩新锐品牌熠起文化就完成了近亿元的A轮融资,由上市公司量子之歌领投,上德合利等知名投资机构跟投;这个月,手办潮玩电商平台元气玛特获三家国资机构的近亿元投资,这是元气玛特的C轮融资;潮玩文化服务提供商吉利玛特也宣布完成A轮融资。除投融资事件外,潮玩企业这股消费新势力更是在扎堆登陆资本市场。今年年初多家媒体曾报道52TOYS计划2025年递表港交所,名创优品创始人叶国富2022年提出3年内让旗下潮玩品牌TOP TOY单独上市的目标,而今年3月份名创优品被传出开始拆分TOP TOY筹备上市,身处IP潮玩细分赛道的卡游也于今年更新招股书。在大消费IP产业研究员纪晓蒙看来,潮玩市场备受资本青睐,与当前越来越多消费者通过购买玩具衍生品来获得情绪价值有关。“尤其是在今年爆款电影《哪咤2》联名破圈事件的带动下,市场普及认知进一步打开,消费客群呈大众化趋势。”他表示,市场高速增长叠加头部品牌泡泡玛特的标杆效应,让资本市场对赛道的关注度持续提升。一些已上市潮玩品牌的财报中的数据也证明了该赛道的实力:例如被称为“中国盲盒第一股”的泡泡玛特,2024年营收同比增长106.9%,经调整净利润同比增长185.9%,创历史新高;又例如IP联名集合店名创优品2024年营收同比增长22.8%,经调整净利润同比增长15.4%。艾媒咨询分析师张毅则表示,如今潮玩市场大的风向还是在谷子经济,“抓好谷子经济这波风潮,把产品延伸的足够广、足够有特色,是可以有不错的共振作用的。”","news_type":1,"symbols_score_info":{"09992":0.9}},"isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":440474782016384,"gmtCreate":1748576394120,"gmtModify":1748576395186,"author":{"id":"14642552333840","authorId":"14642552333840","name":"Deep_Thinker","avatar":"https://static.tigerbbs.com/6bb4471a22ea635557855d05384a24ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"14642552333840","idStr":"14642552333840"},"themes":[],"htmlText":"今日接盘,明日配股600亿,你买在20倍的极端顶部,此生绝望","listText":"今日接盘,明日配股600亿,你买在20倍的极端顶部,此生绝望","text":"今日接盘,明日配股600亿,你买在20倍的极端顶部,此生绝望","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/440474782016384","repostId":"2539360292","repostType":2,"repost":{"id":"2539360292","kind":"news","pubTimestamp":1748559701,"share":"https://www.laohu8.com/m/news/2539360292?lang=&edition=full","pubTime":"2025-05-30 07:01","market":"sh","language":"zh","title":"东兴证券六月金股:推荐泡泡玛特等","url":"https://stock-news.laohu8.com/highlight/detail?id=2539360292","media":"东兴证券研究所","summary":"六月金股汇总上月金股组合表现分析师:","content":"<html><body><article><p>点击上方蓝字关注我们</p><p><strong>本文摘要</strong></p><p>以下汇总<a href=\"https://laohu8.com/S/601198\">东兴证券</a>行业组6月推荐标的及简要推荐理由:<a href=\"https://laohu8.com/S/603565\">中谷物流</a>(603565.SH):业绩与<span>分红</span>皆超预期</p><p><a href=\"https://laohu8.com/S/600426\">华鲁恒升</a>(600426.SH):一季度业绩承压,项目建设持续推进</p><p><a href=\"https://laohu8.com/S/000975\">山金国际</a>(000975.SZ):<span>成本优势</span>持续强化,公司业绩创历史新高</p><p><a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>(09992.HK):25Q1高速增长,欧美地区增速靓丽</p><p><a href=\"https://laohu8.com/S/003000\">劲仔食品</a>(003000.SZ):新品新渠道双轮驱动,有望实现业绩快速增长</p><p><a href=\"https://laohu8.com/S/002891\">中宠股份</a>(002891.SZ):全球产业链优势凸显,自主品牌快速成长</p><p><a href=\"https://laohu8.com/S/688531\">日联科技</a>(688531.SH):从“卡脖子突围”到“全球智检”,国产替代与结构性增长双引擎</p><p><a href=\"https://laohu8.com/S/688095\">福昕软件</a>(688095.SH):2024归母扭亏为盈,拆分福昕中国把握信创机遇</p><p><a href=\"https://laohu8.com/S/000881\">中广核技</a>(000881.SZ):业绩短期承压,布局未来</p><p>风险提示:行业景气度不达预期,宏观经济超预期波动,政策变化超预期。</p><p><strong>六月金股汇总</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20250530073119818v163k9zc1p6n055\"/><p><strong>上月金股组合表现</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20250530073122794v163ah0e4uk7zkm\"/><p><strong>分析师:</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20250530073124027v163k8t6cd7a8yq\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>东兴证券六月金股:推荐泡泡玛特等</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250530073126a6f27322&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"601198":"东兴证券","603565":"中谷物流","688095":"福昕软件","688531":"日联科技","BK0012":"证金概念","BK0270":"水上运输","BK0276":"资本市场","BK0009":"债转股","BK0028":"国家队","BK0183":"MSCI概念","09992":"泡泡玛特"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250530073126a6f27322&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2539360292","content_text":"点击上方蓝字关注我们本文摘要以下汇总东兴证券行业组6月推荐标的及简要推荐理由:中谷物流(603565.SH):业绩与分红皆超预期华鲁恒升(600426.SH):一季度业绩承压,项目建设持续推进山金国际(000975.SZ):成本优势持续强化,公司业绩创历史新高泡泡玛特(09992.HK):25Q1高速增长,欧美地区增速靓丽劲仔食品(003000.SZ):新品新渠道双轮驱动,有望实现业绩快速增长中宠股份(002891.SZ):全球产业链优势凸显,自主品牌快速成长日联科技(688531.SH):从“卡脖子突围”到“全球智检”,国产替代与结构性增长双引擎福昕软件(688095.SH):2024归母扭亏为盈,拆分福昕中国把握信创机遇中广核技(000881.SZ):业绩短期承压,布局未来风险提示:行业景气度不达预期,宏观经济超预期波动,政策变化超预期。六月金股汇总上月金股组合表现分析师:","news_type":1,"symbols_score_info":{"601198":1,"603565":0.9,"688095":0.9,"688531":0.9,"09992":0.9}},"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":440476066251592,"gmtCreate":1748576387116,"gmtModify":1748576388232,"author":{"id":"14642552333840","authorId":"14642552333840","name":"Deep_Thinker","avatar":"https://static.tigerbbs.com/6bb4471a22ea635557855d05384a24ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"14642552333840","idStr":"14642552333840"},"themes":[],"htmlText":"今日接盘,明日配股600亿,你买在20倍的极端顶部,此生绝望","listText":"今日接盘,明日配股600亿,你买在20倍的极端顶部,此生绝望","text":"今日接盘,明日配股600亿,你买在20倍的极端顶部,此生绝望","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/440476066251592","repostId":"2539029757","repostType":2,"repost":{"id":"2539029757","kind":"news","pubTimestamp":1748564219,"share":"https://www.laohu8.com/m/news/2539029757?lang=&edition=full","pubTime":"2025-05-30 08:16","market":"hk","language":"zh","title":"茅台“铁粉”转战泡泡玛特 消费投资逻辑聚焦“含新量”","url":"https://stock-news.laohu8.com/highlight/detail?id=2539029757","media":"南方财经网","summary":"南方财经5月30日电,随着在港交所挂牌的泡泡玛特凭借爆款IP上演“股价超十倍神话”,不少曾经重仓持有贵州茅台的“铁粉”基金经理,相继“转战”泡泡玛特。与此同时,众多基金经理开始迫切寻找能复制泡泡玛特神话的新消费标的。市场没有让人失望。近期,A股、港股市场中以食品零售、宠物经济、美妆个护为代表的具有新消费特征的公司表现突出,诞生了一批“翻倍股”,赚足市场眼球。","content":"<html><body><div>\n<p> 南方财经5月30日电,随着在港交所挂牌的<span><a href=\"https://laohu8.com/S/09992\">泡泡玛特</a></span>凭借爆款IP上演“股价超十倍神话”,不少曾经重仓持有<span><a href=\"https://laohu8.com/S/600519\">贵州茅台</a></span><span></span>的“铁粉”基金经理,相继“转战”<span href=\"http://quote.eastmoney.com/unify/r/116.09992\" target=\"_blank\" web=\"1\">泡泡玛特</span>。与此同时,众多基金经理开始迫切寻找能复制<span href=\"http://quote.eastmoney.com/unify/r/116.09992\" target=\"_blank\" web=\"1\">泡泡玛特</span>神话的新消费标的。 </p><p> 市场没有让人失望。近期,A股、港股市场中以食品零售、<span>宠物经济</span><span></span>、美妆个护为代表的具有新消费特征的公司表现突出,诞生了一批“翻倍股”,赚足市场眼球。Wind数据统计,截至5月28日,押注新消费的权益类基金今年以来最高回报率已超50%,还有20多只消费主题基金(不同份额分开计算)今年以来的回报率在20%以上。 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href=\"http://stock.eastmoney.com/a/202505303418531418.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC","BK1224":"专卖店","09992":"泡泡玛特","SG9999002950.SGD":"United Asian Growth Opportunities SGD","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0823426308.USD":"法巴中国股票基金","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) 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21:34","market":"hk","language":"zh","title":"泡泡玛特跨界做影视,锦上添花还是画蛇添足?","url":"https://stock-news.laohu8.com/highlight/detail?id=2535682498","media":"36氪未来消费","summary":"诚然,严格来说,这并不是泡泡玛特一己之过。但即便如此,这仍暴露了泡泡玛特目前在内容原创能力方面的短板。这一系列动作显示,泡泡玛特打造“泡泡宇宙”的决心并非停留在口头。无论是宣传片还是影视作品,只要泡泡玛特踏上“内容化”这条路,外界对它的审视角度势必发生转变——从关注设计感与产品质量,转向对原创力与文化表达的评判。说到底,泡泡玛特的优势,不是故事,而是感受。泡泡玛特不是迪士尼,也没必要变成迪士尼。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20250515214104528d1526ssz5tr6hny\"/><p><a href=\"https://laohu8.com/S/09992\">泡泡玛特</a> 的力量来自于用户“愿意反复拥有它”,而不是“想知道它下一集发生了什么”。</p><p>作者|肖思佳</p><p>编辑|乔芊</p><p>对泡泡玛特来说,2025年几乎全是好消息:业绩和市值双双上扬,第三代labubu在海外市场也打了漂亮的一仗,声势正旺。</p><p>然而在这一连串捷报背后,却隐藏着一处“阴影”:有网友发现,泡泡玛特四月中旬推出的labubu宣传动画中,大量画面“致敬”了动画作品《心灵奇旅》和《魔法精灵》,几乎达到了逐帧复刻的程度。</p><p>诚然,严格来说,这并不是泡泡玛特一己之过。负责视频制作的外部供应商同样难辞其咎。但即便如此,这仍暴露了泡泡玛特目前在内容原创能力方面的短板。</p><p>说故事,泡泡玛特真的准备好了吗?</p><p>自成立以来,泡泡玛特一直因“IP没内容、故事讲不起来”而遭人诟病。这两年,它一边加快国际化步伐,一边尝试将IP打造成一个“集团化”的大盘子,延伸出各类潮玩衍生品和授权业务。除了常见的手机壳、数据线、积木等周边产品,它还逐步试水乐园、游戏,甚至电影领域,希望通过多元化内容丰富IP的表现力与玩法。</p><p>据泡泡玛特首席运营官司德在对外采访中回忆,让王宁下定决心做内容的契机,始于一次公司团建。那天他们去了环球影城,尽管王宁本人并不是哈利·波特的粉丝,但到了现场后依然深受触动。当天晚上,司德接到王宁的电话。电话那头,王宁说他想明白了IP与内容的真正价值,觉得“我们应该开始做内容”。</p><p>王宁曾透露,公司内部已成立电影工作室,专注把控核心创意部分,而技术和制作环节则交由外部团队合作完成。今年3月27日,泡泡玛特还通过官方渠道宣布:“预计最早今年暑假,大家会陆陆续续看到以LABUBU、星星人为主题的动画短片。”</p><p>这一系列动作显示,泡泡玛特打造“泡泡宇宙”的决心并非停留在口头。但问题也随之而来:泡泡玛特真的准备好了吗?</p><p>泡泡玛特选择通过内容制作,让IP“活起来”,成为有故事、有性格、有世界观的角色,从而进一步提升其商业价值,这种模式并不新鲜。从<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>到漫威,都是依靠强内容能力来支撑IP的长线运营,路径确实可行,且具备巨大的商业想象空间。</p><p>但泡泡玛特毕竟不是迪士尼。尽管两者都高度重视内容的价值,但王宁曾表示:“我并没有否认迪士尼这种用电影塑造IP的逻辑,只是觉得这个逻辑的效率在降低,而且会越来越低。”正因如此,在内容碎片化的时代,泡泡玛特从一开始就选择了一条与迪士尼完全相反的路,先有IP形象,再来填补其内在意义。</p><p>一位泡泡玛特内部员工坦言,当公司靠盲盒起家时,首要任务是“先把自己卖出去”,“饭都没吃饱的时候去谈做内容,怎么可能?”而现在公司有了盈利基础,自然也就有了补齐内容短板的能力。“之前是没钱做,现在有钱了,为什么不做?至于能不能成功,做了才知道。”</p><p>事实上,泡泡玛特一直以来的销售逻辑,依赖的都是视觉元素带来的直接冲击,而非从0到1构建一个完整的原创世界观。这种路径虽然高效、直接,可一旦迁移到电影这种需要长期积累、原创构建的内容领域,难免面临水土不服的挑战。何况,即便是在影视圈打拼多年的公司,也未必能稳定产出受欢迎的影视内容,更别说是刚涉足内容的潮玩公司。</p><p>LABUBU宣传视频被指抄袭事件,相当于提前给泡泡玛特内容化的试水过程踩了个雷。这也从侧面反映出,泡泡玛特还没真正准备好从“潮玩制造商”,转型成一个真正有内容力的IP公司。</p><p>说到底,潮玩和影视内容是两种完全不同的商业语言。泡泡玛特擅长的是前者,但后者并非它熟悉的战场。</p><p>成为迪士尼需要冒险</p><p>从商业角度来说,泡泡玛特做电影当然能带来一波话题流量,也能在 资本市场 讲出“内容<span>资产</span>”这个新故事,拉高泡泡玛特的估值天花板。</p><p>但问题在于,这一路径所冒的风险和所需投入的资源,远大于眼下泡泡玛特的能力半径。更现实的问题在于:倘若影视内容差强人意,反而会对IP造成反噬。</p><p>用户对潮玩IP的情感,是建立在想象空间和可投射性上的。像LABUBU这样IP之所以受到欢迎,并不是因为它讲了什么宏大的故事,而是因为它在特定时刻给予人的感受和情绪。而情绪是共通的。某种程度上,这种IP身上的留白,也恰是其得以全球化的原因——尽管有着文化、语言上的隔阂,但不同族裔的 消费者 仍可以将自身的理解和情绪,自由投射在IP身上。</p><p>一旦IP被赋予了一个固定的人设,很可能让原本模糊而温柔的情绪连接变得尴尬。影视作品这种强叙事、强设定的形式,反而会封住这个想象力的口子,弄巧成拙。</p><p>无论是宣传片还是影视作品,只要泡泡玛特踏上“内容化”这条路,外界对它的审视角度势必发生转变——从关注设计感与产品质量,转向对原<a href=\"https://laohu8.com/S/LTRX\">创力</a>与文化表达的评判。一旦出现抄袭、内容空洞,甚至价值观偏差的问题,受影响的就不只是某一款产品,而是整个品牌的公信力。更严重的情况,可能还会让一个原本稳健增长的IP体系陷入公众信任危机。</p><p>从品牌发展的角度来看,若想让IP拥有持久生命力,确实需要内容作为支撑。但“影视化”并不是唯一解法。一名前潮玩界资深从业者对36氪表示,IP角色仍需要内容做支撑,有内容才能充实用户对IP的记忆点。但他认为,内容“不限于是否是电影这个载体”。</p><p>值得注意的是,相较于电影业务,泡泡玛特更早启动的手游项目如今已悄然搁浅。有员工在社交平台透露,公司内部运营了三年的手游项目组,已经被整体裁撤,产品也已久无更新。</p><p>从这个角度来看,想要做好内容化的泡泡玛特,与其贸然跨界跳进“深水区”,不如回归熟悉的水域,先寻找一种既能拓展内容边界、又不破坏用户情感连接的表达方式。比如短视频动画、情绪型漫画等“轻内容”路径,或许比手游、电影这类重投入、高门槛的项目更契合当下阶段的泡泡玛特。</p><p>说到底,泡泡玛特的优势,不是故事,而是感受。泡泡玛特不是迪士尼,也没必要变成迪士尼。对它来说,或许不必讲一个完整的故事,只需要持续营造那种“你懂我”的感觉,就足够了。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250515214107a6e06f8e&s=b><strong>36氪未来消费</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>泡泡玛特 的力量来自于用户“愿意反复拥有它”,而不是“想知道它下一集发生了什么”。作者|肖思佳编辑|乔芊对泡泡玛特来说,2025年几乎全是好消息:业绩和市值双双上扬,第三代labubu在海外市场也打了漂亮的一仗,声势正旺。然而在这一连串捷报背后,却隐藏着一处“阴影”:有网友发现,泡泡玛特四月中旬推出的labubu宣传动画中,大量画面“致敬”了动画作品《心灵奇旅》和《魔法精灵》,几乎达到了逐帧复刻的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250515214107a6e06f8e&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0823426480.USD":"法巴中国股票经典Dis","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC","BK1224":"专卖店","SG9999002950.SGD":"United Asian Growth Opportunities SGD","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","09992":"泡泡玛特","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0823426308.USD":"法巴中国股票基金","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250515214107a6e06f8e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2535682498","content_text":"泡泡玛特 的力量来自于用户“愿意反复拥有它”,而不是“想知道它下一集发生了什么”。作者|肖思佳编辑|乔芊对泡泡玛特来说,2025年几乎全是好消息:业绩和市值双双上扬,第三代labubu在海外市场也打了漂亮的一仗,声势正旺。然而在这一连串捷报背后,却隐藏着一处“阴影”:有网友发现,泡泡玛特四月中旬推出的labubu宣传动画中,大量画面“致敬”了动画作品《心灵奇旅》和《魔法精灵》,几乎达到了逐帧复刻的程度。诚然,严格来说,这并不是泡泡玛特一己之过。负责视频制作的外部供应商同样难辞其咎。但即便如此,这仍暴露了泡泡玛特目前在内容原创能力方面的短板。说故事,泡泡玛特真的准备好了吗?自成立以来,泡泡玛特一直因“IP没内容、故事讲不起来”而遭人诟病。这两年,它一边加快国际化步伐,一边尝试将IP打造成一个“集团化”的大盘子,延伸出各类潮玩衍生品和授权业务。除了常见的手机壳、数据线、积木等周边产品,它还逐步试水乐园、游戏,甚至电影领域,希望通过多元化内容丰富IP的表现力与玩法。据泡泡玛特首席运营官司德在对外采访中回忆,让王宁下定决心做内容的契机,始于一次公司团建。那天他们去了环球影城,尽管王宁本人并不是哈利·波特的粉丝,但到了现场后依然深受触动。当天晚上,司德接到王宁的电话。电话那头,王宁说他想明白了IP与内容的真正价值,觉得“我们应该开始做内容”。王宁曾透露,公司内部已成立电影工作室,专注把控核心创意部分,而技术和制作环节则交由外部团队合作完成。今年3月27日,泡泡玛特还通过官方渠道宣布:“预计最早今年暑假,大家会陆陆续续看到以LABUBU、星星人为主题的动画短片。”这一系列动作显示,泡泡玛特打造“泡泡宇宙”的决心并非停留在口头。但问题也随之而来:泡泡玛特真的准备好了吗?泡泡玛特选择通过内容制作,让IP“活起来”,成为有故事、有性格、有世界观的角色,从而进一步提升其商业价值,这种模式并不新鲜。从迪士尼到漫威,都是依靠强内容能力来支撑IP的长线运营,路径确实可行,且具备巨大的商业想象空间。但泡泡玛特毕竟不是迪士尼。尽管两者都高度重视内容的价值,但王宁曾表示:“我并没有否认迪士尼这种用电影塑造IP的逻辑,只是觉得这个逻辑的效率在降低,而且会越来越低。”正因如此,在内容碎片化的时代,泡泡玛特从一开始就选择了一条与迪士尼完全相反的路,先有IP形象,再来填补其内在意义。一位泡泡玛特内部员工坦言,当公司靠盲盒起家时,首要任务是“先把自己卖出去”,“饭都没吃饱的时候去谈做内容,怎么可能?”而现在公司有了盈利基础,自然也就有了补齐内容短板的能力。“之前是没钱做,现在有钱了,为什么不做?至于能不能成功,做了才知道。”事实上,泡泡玛特一直以来的销售逻辑,依赖的都是视觉元素带来的直接冲击,而非从0到1构建一个完整的原创世界观。这种路径虽然高效、直接,可一旦迁移到电影这种需要长期积累、原创构建的内容领域,难免面临水土不服的挑战。何况,即便是在影视圈打拼多年的公司,也未必能稳定产出受欢迎的影视内容,更别说是刚涉足内容的潮玩公司。LABUBU宣传视频被指抄袭事件,相当于提前给泡泡玛特内容化的试水过程踩了个雷。这也从侧面反映出,泡泡玛特还没真正准备好从“潮玩制造商”,转型成一个真正有内容力的IP公司。说到底,潮玩和影视内容是两种完全不同的商业语言。泡泡玛特擅长的是前者,但后者并非它熟悉的战场。成为迪士尼需要冒险从商业角度来说,泡泡玛特做电影当然能带来一波话题流量,也能在 资本市场 讲出“内容资产”这个新故事,拉高泡泡玛特的估值天花板。但问题在于,这一路径所冒的风险和所需投入的资源,远大于眼下泡泡玛特的能力半径。更现实的问题在于:倘若影视内容差强人意,反而会对IP造成反噬。用户对潮玩IP的情感,是建立在想象空间和可投射性上的。像LABUBU这样IP之所以受到欢迎,并不是因为它讲了什么宏大的故事,而是因为它在特定时刻给予人的感受和情绪。而情绪是共通的。某种程度上,这种IP身上的留白,也恰是其得以全球化的原因——尽管有着文化、语言上的隔阂,但不同族裔的 消费者 仍可以将自身的理解和情绪,自由投射在IP身上。一旦IP被赋予了一个固定的人设,很可能让原本模糊而温柔的情绪连接变得尴尬。影视作品这种强叙事、强设定的形式,反而会封住这个想象力的口子,弄巧成拙。无论是宣传片还是影视作品,只要泡泡玛特踏上“内容化”这条路,外界对它的审视角度势必发生转变——从关注设计感与产品质量,转向对原创力与文化表达的评判。一旦出现抄袭、内容空洞,甚至价值观偏差的问题,受影响的就不只是某一款产品,而是整个品牌的公信力。更严重的情况,可能还会让一个原本稳健增长的IP体系陷入公众信任危机。从品牌发展的角度来看,若想让IP拥有持久生命力,确实需要内容作为支撑。但“影视化”并不是唯一解法。一名前潮玩界资深从业者对36氪表示,IP角色仍需要内容做支撑,有内容才能充实用户对IP的记忆点。但他认为,内容“不限于是否是电影这个载体”。值得注意的是,相较于电影业务,泡泡玛特更早启动的手游项目如今已悄然搁浅。有员工在社交平台透露,公司内部运营了三年的手游项目组,已经被整体裁撤,产品也已久无更新。从这个角度来看,想要做好内容化的泡泡玛特,与其贸然跨界跳进“深水区”,不如回归熟悉的水域,先寻找一种既能拓展内容边界、又不破坏用户情感连接的表达方式。比如短视频动画、情绪型漫画等“轻内容”路径,或许比手游、电影这类重投入、高门槛的项目更契合当下阶段的泡泡玛特。说到底,泡泡玛特的优势,不是故事,而是感受。泡泡玛特不是迪士尼,也没必要变成迪士尼。对它来说,或许不必讲一个完整的故事,只需要持续营造那种“你懂我”的感觉,就足够了。","news_type":1,"symbols_score_info":{"09992":1}},"isVote":1,"tweetType":1,"viewCount":573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435687757230136,"gmtCreate":1747378573308,"gmtModify":1747378575441,"author":{"id":"14642552333840","authorId":"14642552333840","name":"Deep_Thinker","avatar":"https://static.tigerbbs.com/6bb4471a22ea635557855d05384a24ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"14642552333840","idStr":"14642552333840"},"themes":[],"htmlText":"欧盟通报,泡泡玛特玩具化学物质超标,可能对儿童健康构成威胁,被开出巨额罚单,产品被退回!","listText":"欧盟通报,泡泡玛特玩具化学物质超标,可能对儿童健康构成威胁,被开出巨额罚单,产品被退回!","text":"欧盟通报,泡泡玛特玩具化学物质超标,可能对儿童健康构成威胁,被开出巨额罚单,产品被退回!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435687757230136","repostId":"2535680056","repostType":2,"repost":{"id":"2535680056","kind":"news","pubTimestamp":1747365036,"share":"https://www.laohu8.com/m/news/2535680056?lang=&edition=full","pubTime":"2025-05-16 11:10","market":"hk","language":"zh","title":"恒生指数公司即将公布检讨结果,泡泡玛特、百济神州成为纳入热门候选","url":"https://stock-news.laohu8.com/highlight/detail?id=2535680056","media":"格隆汇","summary":"随着恒生指数公司寻求指数扩容以更好地反映市场结构,$泡泡玛特$有望在即将公布的季度检讨中成为恒生指数新晋成份股的热门候选。今年以来,泡泡玛特股价已上涨逾一倍。恒生指数公司周五将公布季度检讨结果,成份股如有调整,将于6月9日生效。尽管该指数公司计划将恒指成份股数量最终扩容至100只,但在今年2月公布的检讨结果中该指数的成份股数量仍维持不变。","content":"<html><head></head><body><p>随着恒生指数公司寻求指数扩容以更好地反映市场结构,<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>有望在即将公布的季度检讨中成为恒生指数新晋成份股的热门候选。</p><p>Periscope Analytics创始人Brian Freitas在报告中指出,泡泡玛特股价在过去一年的惊人涨幅使其具备加入恒生指数的潜力。该股的空头仓位目前也处于低位附近。今年以来,泡泡玛特股价已上涨逾一倍。多位分析师还提到,生物医药巨头<a href=\"https://laohu8.com/S/ONC\">百济神州</a>和意大利时尚品牌<a href=\"https://laohu8.com/S/01913\">普拉达</a>也可能被纳入恒指。</p><p>恒生指数公司周五将公布季度检讨结果,成份股如有调整,将于6月9日生效。尽管该指数公司计划将恒指成份股数量最终扩容至100只,但在今年2月公布的检讨结果中该指数的成份股数量仍维持不变。去年全年仅净增一家公司,使成份股总数增至83只。</p></body></html>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n恒生指数公司即将公布检讨结果,泡泡玛特、百济神州成为纳入热门候选\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-16 11:10 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250516075645975b1db2&s=b><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着恒生指数公司寻求指数扩容以更好地反映市场结构,泡泡玛特有望在即将公布的季度检讨中成为恒生指数新晋成份股的热门候选。Periscope Analytics创始人Brian Freitas在报告中指出,泡泡玛特股价在过去一年的惊人涨幅使其具备加入恒生指数的潜力。该股的空头仓位目前也处于低位附近。今年以来,泡泡玛特股价已上涨逾一倍。多位分析师还提到,生物医药巨头百济神州和意大利时尚品牌普拉达也可能被...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250516075645975b1db2&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/09caddfc0c2d2ea28b3db992baa72dbf","relate_stocks":{"06160":"百济神州","09992":"泡泡玛特"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250516075645975b1db2&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2535680056","content_text":"随着恒生指数公司寻求指数扩容以更好地反映市场结构,泡泡玛特有望在即将公布的季度检讨中成为恒生指数新晋成份股的热门候选。Periscope Analytics创始人Brian Freitas在报告中指出,泡泡玛特股价在过去一年的惊人涨幅使其具备加入恒生指数的潜力。该股的空头仓位目前也处于低位附近。今年以来,泡泡玛特股价已上涨逾一倍。多位分析师还提到,生物医药巨头百济神州和意大利时尚品牌普拉达也可能被纳入恒指。恒生指数公司周五将公布季度检讨结果,成份股如有调整,将于6月9日生效。尽管该指数公司计划将恒指成份股数量最终扩容至100只,但在今年2月公布的检讨结果中该指数的成份股数量仍维持不变。去年全年仅净增一家公司,使成份股总数增至83只。","news_type":1,"symbols_score_info":{"06160":0.9,"09992":0.9}},"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434498876760912,"gmtCreate":1747112551802,"gmtModify":1747112553636,"author":{"id":"14642552333840","authorId":"14642552333840","name":"Deep_Thinker","avatar":"https://static.tigerbbs.com/6bb4471a22ea635557855d05384a24ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"14642552333840","idStr":"14642552333840"},"themes":[],"htmlText":"景顺长城基金正在清仓,务必重视","listText":"景顺长城基金正在清仓,务必重视","text":"景顺长城基金正在清仓,务必重视","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/434498876760912","repostId":"2534271173","repostType":2,"repost":{"id":"2534271173","kind":"news","pubTimestamp":1747056214,"share":"https://www.laohu8.com/m/news/2534271173?lang=&edition=full","pubTime":"2025-05-12 21:23","market":"hk","language":"zh","title":"从潮玩盲盒到古法金饰,新消费标的为何获机构抢筹?","url":"https://stock-news.laohu8.com/highlight/detail?id=2534271173","media":"第一财经","summary":"数据显示,截至5月12日,泡泡玛特、老铺黄金、古茗、锦波生物等新消费赛道的个股,今年股价均实现翻倍。随着市场对新消费这波行情讨论度的提高,也被不少机构投资者注意到。新消费的崛起与年轻群体深度绑定。在他看来,投资决策的核心并非区分新旧消费概念,而是聚焦消费者预算分配的结构性变化。","content":"<div>\n<p>当老铺黄金的古法金饰成为社交平台新宠、泡泡玛特的盲盒引发抢购热潮、年轻人的“晒单”“收藏”“心头好”话题刷屏社交平台……在传统消费板块持续承压的背景下,新消费浪潮正以超出传统认知的方式席卷市场。在资本市场,新消费赛道概念异军突起,泡泡玛特(09992.SZ)、老铺黄金(06181.SZ)等多只个股的年内股价涨幅亮眼甚至实现翻倍,而部分绩优基金产品也早将视野聚焦在这一领域,新消费龙头的基金重仓数量、...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250512214734a6dc5559&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250512214734a6dc5559&s=b><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当老铺黄金的古法金饰成为社交平台新宠、泡泡玛特的盲盒引发抢购热潮、年轻人的“晒单”“收藏”“心头好”话题刷屏社交平台……在传统消费板块持续承压的背景下,新消费浪潮正以超出传统认知的方式席卷市场。在资本市场,新消费赛道概念异军突起,泡泡玛特(09992.SZ)、老铺黄金(06181.SZ)等多只个股的年内股价涨幅亮眼甚至实现翻倍,而部分绩优基金产品也早将视野聚焦在这一领域,新消费龙头的基金重仓数量、...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250512214734a6dc5559&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0823426308.USD":"法巴中国股票基金","LU0823426480.USD":"法巴中国股票经典Dis","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","09992":"泡泡玛特","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250512214734a6dc5559&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2534271173","content_text":"当老铺黄金的古法金饰成为社交平台新宠、泡泡玛特的盲盒引发抢购热潮、年轻人的“晒单”“收藏”“心头好”话题刷屏社交平台……在传统消费板块持续承压的背景下,新消费浪潮正以超出传统认知的方式席卷市场。在资本市场,新消费赛道概念异军突起,泡泡玛特(09992.SZ)、老铺黄金(06181.SZ)等多只个股的年内股价涨幅亮眼甚至实现翻倍,而部分绩优基金产品也早将视野聚焦在这一领域,新消费龙头的基金重仓数量、持股数值均出现显著增长。在机构投资者眼中,新消费的“新”不仅是概念迭代,本质是科技与消费的深度融合,当前行业整体仍待拐点的大背景下,这些新消费品牌依托短期较难被复制的底层能力,其业绩稀缺性特征未来一段时间将持续存在。新消费个股备受关注今年以来,潮玩IP、谷子经济、现制茶饮等新消费领域持续火爆,相关上市公司股价表现靓丽,也引来了越来越多的投资者的关注。数据显示,截至5月12日,泡泡玛特、老铺黄金、古茗、锦波生物等新消费赛道的个股,今年股价均实现翻倍。其中,老铺黄金在去年6月上市后股价随之大涨,今年上升趋势仍在继续。截至5月12日收盘,老铺黄金的股价自上市以来已经上涨超过8倍(822.14%)。而代表着潮玩文化的泡泡玛特年内股价已经实现翻倍,近一年则涨超4.4倍。此外、量贩零食龙头万辰集团年内股价上涨超过88%,毛戈平、若臣羽等美妆个股涨超70%,茶饮界新贵蜜雪集团、新兴玩具公司布鲁可、宠物用品赛道的中宠股份、医美板块的巨子生物等个股年内股价均超过50%。这些公司凭借差异化的产品定位与创新商业模式,在消费市场整体低迷的背景下逆势上扬,形成鲜明的“新消费”独立行情,有别于表现相对平淡的传统消费板块。随着市场对新消费这波行情讨论度的提高,也被不少机构投资者注意到。以泡泡玛特为例,过去一年多只基金经理对其提升关注度,无论是重仓持股基金数量,还是持股数值均出现显著增长。Wind数据显示,截至一季度末,有56家基金公司旗下的182只产品(仅计算初始基金,下同)重仓了泡泡玛特,总持股数量突破6000万股,较上一季度增加了近900万股,持股市值达到了87.8亿元。而在去年一季度末,重仓泡泡玛特的基金产品仅有30只,合计持有4468.76万股,持股总市值为11.65亿元。汇添富基金、华安基金等多家公司纷纷加码布局。汇添富消费精选两年持有A、汇添富消费升级A在一季度均加仓超过百万股。景顺长城品质长青A将其设置为第一大重仓股,持股量达到322.26万股;广发价值核心A、南方兴润价值一年持有A、富国沪港深业绩驱动A等产品的持有量在250万股以上。此外,信澳星奕A、永赢睿信A、交银启道等49只基金也将泡泡玛特列为头号重仓股,不过,也有部分基金已经进行了减持操作,如景顺长城消费精选A、 东财卓越成长A、东方阿尔法瑞丰A等产品在一季度将该股剔除重仓股行列。从业绩表现来看,部分重仓泡泡玛特的基金产品拥有不错的回报。Wind数据显示,截至5月9日,广发成长领航一年持有A、恒越匠心优选一年持有A今年以来的累计回报分别为52.52%、39.59%。两只基金均将泡泡玛特与老铺黄金纳入核心持仓。新消费\"新\"在何处事实上,当前的新消费标的所属行业并非完全的新兴行业,如老铺黄金所处的黄金珠宝行业,毛戈平所属的化妆品行业,泡泡玛特所处的玩具行业,均有成熟消费品赛道。那么,成为年轻人“心头好”的新消费究竟是什么?东吴证券分析师吴劲草认为,新消费的很大一个特点在于社会评论中的“看不懂”。新消费品品牌基本上是来源于“新消费习惯的形成”或“新品牌的破圈”,凭借人传人、可交易、易造梗的特性,让消费者自发成为传播者。新消费的崛起与年轻群体深度绑定。吴劲草表示,若某品牌产品能够让年轻人获得审美话语权,那这个品牌,就有可能获得年轻人非常强烈的喜爱,进而形成消费习惯的加速渗透,品牌力的破圈,这是新消费的重要特点。以泡泡玛特为例,其推出的LABUBU系列产品线上线下几乎秒空,各大社交讨论区也能看到众多消费者“晒单”以及自己的收藏分享。此外,记者从交易软件中也看到,不少产品已经出现成交溢价,生动诠释了新消费品牌的传播力与影响力。记者梳理持仓数据发现,部分基金经理对泡泡玛特的关注早有迹可循,已连续多个季度将其纳入重仓股名单。一位华南地区的主动权益基金经理在与记者交流时透露,他的布局并非冲着新消费概念,而是基于对行业周期与企业价值的深度研判。“当时宏观经济承压,潮玩行业经历长达两年的调整,市场预期也很低,但深入调研后发现,行业实际消费数据表现还可以。”该基金经理表示,泡泡玛特上市以后的IP孵化与商业落地的逻辑也在持续兑现,加上当时公司估值处于历史低位,因此产生了买入契机。谈及后续持续加码的逻辑,该基金经理解释称,科技领域传统的TMT中间的M(media)领域在投资中容易被忽视,其对应的是媒体、游戏;而泡泡玛特是有自己的IP的公司,本质上也属于内容导向的传媒属性的公司。“消费和科技是分不开的,科技最终需要在消费场景中落地。一个好的科技基金经理一定要保持对消费的高度关注,这样才能合理分析什么样的东西会带来消费场景。”在他看来,投资决策的核心并非区分新旧消费概念,而是聚焦消费者预算分配的结构性变化。在悦己消费潮流之下,游戏与潮玩作为精神消费的线上线下载体,正成为新的增长引擎。长城港股通价值精选多策略A基金经理曲少杰也在一季报中表示,在看好科技互联网行业的同时也看好中国的新兴消费潜力,因为“新兴消费赛道在整个消费领域表现更加突出得益于年轻人的消费活力十足,谷子经济等概念加深了消费者对新消费经济的认知”。那么,本轮崛起的新消费品牌究竟“新”在何处?国信证券分析师张峻豪团队在研报中表示,新消费品牌逆势破局的关键点在于对新的消费需求洞察后,从品质、情绪价值和实用痛点三个维度实现了产品的升级创新,从而带动了品牌溢价的逆势提升;再依托兴趣电商、内容营销等杠杆工具,实现了指数级的爆发。从港股新消费品牌的情况来看,均是在“质”上有着差异化的和切中需求的产品力,无论是老铺黄金开创的古法金风潮,毛戈平的“东方美学”美妆理念,还是泡泡玛特和布鲁可在独特IP附着下的情绪价值载体。张峻豪认为,这些新消费企业均有着两大核心特征:一是人无我有的差异化产品特点;二是切中消费者需求的产品定位,均符合了当前消费者心理变化趋势。文章来源:第一财经文章作者:曹璐原标题:从潮玩盲盒到古法金饰,新消费标的为何获机构抢筹?","news_type":1,"symbols_score_info":{"06181":0.9,"09992":0.9}},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434464064139312,"gmtCreate":1747103863592,"gmtModify":1747103865313,"author":{"id":"14642552333840","authorId":"14642552333840","name":"Deep_Thinker","avatar":"https://static.tigerbbs.com/6bb4471a22ea635557855d05384a24ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"14642552333840","idStr":"14642552333840"},"themes":[],"htmlText":"雇人排队伪造市场假象,能骗一时终究会被无情打脸,看看门店倒闭数量","listText":"雇人排队伪造市场假象,能骗一时终究会被无情打脸,看看门店倒闭数量","text":"雇人排队伪造市场假象,能骗一时终究会被无情打脸,看看门店倒闭数量","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/434464064139312","repostId":"2534298296","repostType":2,"repost":{"id":"2534298296","kind":"news","pubTimestamp":1747028100,"share":"https://www.laohu8.com/m/news/2534298296?lang=&edition=full","pubTime":"2025-05-12 13:35","market":"hk","language":"zh","title":"泡泡玛特盘中异动 股价大跌3.04%报185.300港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2534298296","media":"市场透视","summary":"2025年05月12日下午盘13时35分,泡泡玛特股票出现异动,股价快速下挫3.04%。截至发稿,该股报185.300港元/股,成交量548.529万股,换手率0.41%,振幅5.34%。资金方面,该股资金流入3.95109亿港元,流出5.05256亿港元。泡泡玛特股票所在的玩具行业中,整体跌幅为3.70%。据悉,本次减持之前,蜂巧资本一共持有泡泡玛特0.9%的股份,为第七大股东。相关资料显示,本次减持并非屠铮首次减持。早在2024年5月以及10月,屠铮就曾分别减持泡泡玛特1600万股以及500万股股票。","content":"<html><body><article><p>2025年05月12日下午盘13时35分,<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>(09992.hk)股票出现异动,股价快速下挫3.04%。截至发稿,该股报185.300港元/股,成交量548.529万股,<span>换手率</span>0.41%,振幅5.34%。</p><p>资金方面,该股资金流入3.95109亿港元,流出5.05256亿港元。</p><p>最近的财报数据显示,该股实现<span>营业收入</span>140.79亿港元,<span>净利润</span>33.75亿港元,<span>每股收益</span>2.55港元,<span>毛利</span>94.03亿港元,市盈率73.73倍。</p><p>机构评级方面,在所有32家参与评级的机构中,94%的券商给予买入建议,6%的券商给予持有建议,无券商给予卖出建议。</p><p>泡泡玛特股票所在的玩具行业中,整体跌幅为3.70%。其相关个股中,<a href=\"https://laohu8.com/S/00361\">顺龙控股</a>、<a href=\"https://laohu8.com/S/01348\">滉达富控股</a>、<a href=\"https://laohu8.com/S/01126\">德林国际</a>涨幅较大,振幅较大的相关个股有<a href=\"https://laohu8.com/S/00033\">INTL GENIUS</a>、<a href=\"https://laohu8.com/S/00413\">南华集团控股</a>、<a href=\"https://laohu8.com/S/00381\">权识国际</a>,振幅分别为12.14%、10.00%、8.20%。</p><p>泡泡玛特公司简介:泡泡玛特国际集团有限公司是一家主要从事潮流玩具的产品设计与开发及销售的投资控股公司。该公司拥有覆盖潮流玩具知识产权(IP)全产业链的综合运营平台,业务包括IP孵化与运营、潮流玩具与零售、主题乐园与体验和数字娱乐。该公司的产品包括盲盒、手办、球形关节娃娃(BJD)、MEGA、毛绒玩具和衍生品及其他。该公司的自主产品主要分为艺术家IP和授权IP。该公司产品销往国内外市场。</p><p>消息层面,截至13时35分,《<snpa>2500亿泡泡玛特,遭重要股东清仓式减持</snpa>》资讯为影响泡泡玛特的重要信息。该信息摘要如下:年度大牛股泡泡玛特,迎来了“收获”时刻。随后,#泡泡玛特股份被创始股东高位清仓#登上热搜。据悉,本次减持之前,蜂巧资本一共持有泡泡玛特0.9%的股份,为第七大股东。相关资料显示,本次减持并非屠铮首次减持。早在2024年5月以及10月,屠铮就曾分别减持泡泡玛特1600万股以及500万股股票。</p><p>(以上内容为<a href=\"https://laohu8.com/S/00700\">腾讯</a>自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n泡泡玛特盘中异动 股价大跌3.04%报185.300港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-12 13:35 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250512133500a6dbc144&s=b><strong>市场透视</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2025年05月12日下午盘13时35分,泡泡玛特(09992.hk)股票出现异动,股价快速下挫3.04%。截至发稿,该股报185.300港元/股,成交量548.529万股,换手率0.41%,振幅5.34%。资金方面,该股资金流入3.95109亿港元,流出5.05256亿港元。最近的财报数据显示,该股实现营业收入140.79亿港元,净利润33.75亿港元,每股收益2.55港元,毛利94.03亿港元...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250512133500a6dbc144&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0823426308.USD":"法巴中国股票基金","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0823426480.USD":"法巴中国股票经典Dis","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","09992":"泡泡玛特","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC","BK1224":"专卖店","SG9999002950.SGD":"United Asian Growth Opportunities SGD","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250512133500a6dbc144&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2534298296","content_text":"2025年05月12日下午盘13时35分,泡泡玛特(09992.hk)股票出现异动,股价快速下挫3.04%。截至发稿,该股报185.300港元/股,成交量548.529万股,换手率0.41%,振幅5.34%。资金方面,该股资金流入3.95109亿港元,流出5.05256亿港元。最近的财报数据显示,该股实现营业收入140.79亿港元,净利润33.75亿港元,每股收益2.55港元,毛利94.03亿港元,市盈率73.73倍。机构评级方面,在所有32家参与评级的机构中,94%的券商给予买入建议,6%的券商给予持有建议,无券商给予卖出建议。泡泡玛特股票所在的玩具行业中,整体跌幅为3.70%。其相关个股中,顺龙控股、滉达富控股、德林国际涨幅较大,振幅较大的相关个股有INTL GENIUS、南华集团控股、权识国际,振幅分别为12.14%、10.00%、8.20%。泡泡玛特公司简介:泡泡玛特国际集团有限公司是一家主要从事潮流玩具的产品设计与开发及销售的投资控股公司。该公司拥有覆盖潮流玩具知识产权(IP)全产业链的综合运营平台,业务包括IP孵化与运营、潮流玩具与零售、主题乐园与体验和数字娱乐。该公司的产品包括盲盒、手办、球形关节娃娃(BJD)、MEGA、毛绒玩具和衍生品及其他。该公司的自主产品主要分为艺术家IP和授权IP。该公司产品销往国内外市场。消息层面,截至13时35分,《2500亿泡泡玛特,遭重要股东清仓式减持》资讯为影响泡泡玛特的重要信息。该信息摘要如下:年度大牛股泡泡玛特,迎来了“收获”时刻。随后,#泡泡玛特股份被创始股东高位清仓#登上热搜。据悉,本次减持之前,蜂巧资本一共持有泡泡玛特0.9%的股份,为第七大股东。相关资料显示,本次减持并非屠铮首次减持。早在2024年5月以及10月,屠铮就曾分别减持泡泡玛特1600万股以及500万股股票。(以上内容为腾讯自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)","news_type":1,"symbols_score_info":{"09992":1}},"isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434463522377952,"gmtCreate":1747103854137,"gmtModify":1747103855812,"author":{"id":"14642552333840","authorId":"14642552333840","name":"Deep_Thinker","avatar":"https://static.tigerbbs.com/6bb4471a22ea635557855d05384a24ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"14642552333840","idStr":"14642552333840"},"themes":[],"htmlText":"雇人排队伪造市场假象,能骗一时终究会被无情打脸,看看门店倒闭数量","listText":"雇人排队伪造市场假象,能骗一时终究会被无情打脸,看看门店倒闭数量","text":"雇人排队伪造市场假象,能骗一时终究会被无情打脸,看看门店倒闭数量","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/434463522377952","repostId":"2534785247","repostType":2,"repost":{"id":"2534785247","kind":"news","pubTimestamp":1747037751,"share":"https://www.laohu8.com/m/news/2534785247?lang=&edition=full","pubTime":"2025-05-12 16:15","market":"hk","language":"zh","title":"泡泡玛特05月12日主力净流出4288.0万元 散户资金买入","url":"https://stock-news.laohu8.com/highlight/detail?id=2534785247","media":"市场透视","summary":"05月12日, 泡泡玛特股价跌2.15%,报收187.00元,成交金额22.2亿元,换手率0.88%,振幅6.80%,量比0.84。泡泡玛特今日主力资金净流出4288.0万元,上一交易日主力净流入1.6亿元。该股近5个交易日下跌4.91%,主力资金累计净流入1.4亿元;近20日主力资金累计净流入12.9亿元,其中净流入天数为15日。","content":"<html><body><article><p>05月12日, <a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>股价跌2.15%,报收187.00元,成交金额22.2亿元,<span>换手率</span>0.88%,振幅6.80%,<span>量比</span>0.84。</p><p>泡泡玛特今日主力资金(超大单+大单)净流出4288.0万元,上一交易日主力净流入1.6亿元。</p><p>该股近5个交易日下跌4.91%,主力资金累计净流入1.4亿元;近20日主力资金累计净流入12.9亿元,其中净流入天数为15日。</p><p>该股主力净额占比0.02%(主力资金净额/<span>流通市值</span>),港股市场排名2474/2643。</p><p>|05月12日主力加仓幅度排名||#|股票简称|主力净额占比|#|<a href=\"https://laohu8.com/S/00261\">GBA集团</a>|4.96%|#|<a href=\"https://laohu8.com/S/08207\">中新控股</a>|4.94%|#|<a href=\"https://laohu8.com/S/603906\">龙蟠科技</a>|2.00%|#|...|...|#2475|泡泡玛特|-0.02%|</p><p>(以上内容为<a href=\"https://laohu8.com/S/00700\">腾讯</a>自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>泡泡玛特05月12日主力净流出4288.0万元 散户资金买入</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n泡泡玛特05月12日主力净流出4288.0万元 散户资金买入\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-12 16:15 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250512175857a47b3297&s=b><strong>市场透视</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>05月12日, 泡泡玛特股价跌2.15%,报收187.00元,成交金额22.2亿元,换手率0.88%,振幅6.80%,量比0.84。泡泡玛特今日主力资金(超大单+大单)净流出4288.0万元,上一交易日主力净流入1.6亿元。该股近5个交易日下跌4.91%,主力资金累计净流入1.4亿元;近20日主力资金累计净流入12.9亿元,其中净流入天数为15日。该股主力净额占比0.02%(主力资金净额/流通市值...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250512175857a47b3297&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1224":"专卖店","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC","09992":"泡泡玛特","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC","SG9999002950.SGD":"United Asian Growth Opportunities SGD","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0823426308.USD":"法巴中国股票基金","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0823426480.USD":"法巴中国股票经典Dis"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250512175857a47b3297&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2534785247","content_text":"05月12日, 泡泡玛特股价跌2.15%,报收187.00元,成交金额22.2亿元,换手率0.88%,振幅6.80%,量比0.84。泡泡玛特今日主力资金(超大单+大单)净流出4288.0万元,上一交易日主力净流入1.6亿元。该股近5个交易日下跌4.91%,主力资金累计净流入1.4亿元;近20日主力资金累计净流入12.9亿元,其中净流入天数为15日。该股主力净额占比0.02%(主力资金净额/流通市值),港股市场排名2474/2643。|05月12日主力加仓幅度排名||#|股票简称|主力净额占比|#|GBA集团|4.96%|#|中新控股|4.94%|#|龙蟠科技|2.00%|#|...|...|#2475|泡泡玛特|-0.02%|(以上内容为腾讯自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)","news_type":1,"symbols_score_info":{"09992":1}},"isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434462819689072,"gmtCreate":1747103846505,"gmtModify":1747103848166,"author":{"id":"14642552333840","authorId":"14642552333840","name":"Deep_Thinker","avatar":"https://static.tigerbbs.com/6bb4471a22ea635557855d05384a24ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"14642552333840","idStr":"14642552333840"},"themes":[],"htmlText":"雇人排队伪造市场假象,能骗一时终究会被无情打脸,看看门店倒闭数量","listText":"雇人排队伪造市场假象,能骗一时终究会被无情打脸,看看门店倒闭数量","text":"雇人排队伪造市场假象,能骗一时终究会被无情打脸,看看门店倒闭数量","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/434462819689072","repostId":"2534224077","repostType":2,"repost":{"id":"2534224077","kind":"news","pubTimestamp":1747051473,"share":"https://www.laohu8.com/m/news/2534224077?lang=&edition=full","pubTime":"2025-05-12 20:04","market":"hk","language":"zh","title":"中证香港中盘精选指数上涨1.79%,前十大权重包含泡泡玛特等","url":"https://stock-news.laohu8.com/highlight/detail?id=2534224077","media":"金融界","summary":"数据统计显示,中证香港中盘精选指数近一个月上涨10.27%,近三个月上涨5.76%,年至今上涨7.80%。据了解,中证香港中盘精选指数从香港市场选取中等规模的100只证券作为指数样本,以反映香港交易所上市中等规模证券的整体表现该指数以2004年12月31日为基日,以1000.0点为基点。从中证香港中盘精选指数持仓的市场板块来看,香港证券交易所占比100.00%。","content":"<html><body><article><p>金融界5月12日消息,上证指数<span>高开高走</span>,中证香港中盘精选指数 (香港中盘精选,H11120)上涨1.79%,报2347.15点,成交额289.27亿元。</p><p>数据统计显示,中证香港中盘精选指数近一个月上涨10.27%,近三个月上涨5.76%,年至今上涨7.80%。</p><p>据了解,中证香港中盘精选指数从香港市场选取中等规模的100只证券作为指数样本,以反映<a href=\"https://laohu8.com/S/00388\">香港交易所</a>上市中等规模证券的整体表现该指数以2004年12月31日为基日,以1000.0点为基点。</p><p>从指数持仓来看,中证香港中盘精选指数十大权重分别为:<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>(6.51%)、<a href=\"https://laohu8.com/S/601728\">中国电信</a>(3.38%)、<a href=\"https://laohu8.com/S/601998\">中信银行</a>(2.85%)、<a href=\"https://laohu8.com/S/601601\">中国太保</a>(2.79%)、<a href=\"https://laohu8.com/S/09926\">康方生物</a>(2.47%)、<a href=\"https://laohu8.com/S/00788\">中国铁塔</a>(2.35%)、<a href=\"https://laohu8.com/S/00268\">金蝶国际</a>(2.19%)、<a href=\"https://laohu8.com/S/600030\">中信证券</a>(1.87%)、<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-W</a>(1.84%)、<a href=\"https://laohu8.com/S/00020\">商汤-W</a>(1.75%)。</p><p>从中证香港中盘精选指数持仓的市场板块来看,香港证券交易所占比100.00%。</p><p>从中证香港中盘精选指数持仓样本的行业来看,可选消费占比19.12%、工业占比12.65%、金融占比12.08%、信息技术占比10.19%、通信服务占比9.25%、医药卫生占比8.45%、主要消费占比7.43%、公用事业占比7.34%、原材料占比5.23%、房地产占比5.07%、能源占比3.19%。</p><p>资料显示,指数样本每半年调整一次,样本调整实施时间分别为每年6月和12月的第二个星期五的下一交易日。定期调整设置缓冲区,排名在81名至220名之间的老样本优先保留;若优先保留的老样本数量超过100只,则将排名靠后的老样本剔除,直至样本数量为100只;若优先保留的老样本数量不足100只,则将排名100之后的新样本中排名靠前的证券纳入,直至样本数量为100只。特殊情况下将对指数进行临时调整。当样本<span>退市</span>时,将其从指数样本中剔除。样本公司发生收购、合并、分拆、<span>停牌</span>等情形的处理,参照计算与维护细则处理。</p><p>本文源自:金融界</p><p>作者:行情君</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中证香港中盘精选指数上涨1.79%,前十大权重包含泡泡玛特等</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中证香港中盘精选指数上涨1.79%,前十大权重包含泡泡玛特等\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-12 20:04 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250512200825a47b5caa&s=b><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>金融界5月12日消息,上证指数高开高走,中证香港中盘精选指数 (香港中盘精选,H11120)上涨1.79%,报2347.15点,成交额289.27亿元。数据统计显示,中证香港中盘精选指数近一个月上涨10.27%,近三个月上涨5.76%,年至今上涨7.80%。据了解,中证香港中盘精选指数从香港市场选取中等规模的100只证券作为指数样本,以反映香港交易所上市中等规模证券的整体表现该指数以2004年12...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250512200825a47b5caa&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250512200825a47b5caa&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2534224077","content_text":"金融界5月12日消息,上证指数高开高走,中证香港中盘精选指数 (香港中盘精选,H11120)上涨1.79%,报2347.15点,成交额289.27亿元。数据统计显示,中证香港中盘精选指数近一个月上涨10.27%,近三个月上涨5.76%,年至今上涨7.80%。据了解,中证香港中盘精选指数从香港市场选取中等规模的100只证券作为指数样本,以反映香港交易所上市中等规模证券的整体表现该指数以2004年12月31日为基日,以1000.0点为基点。从指数持仓来看,中证香港中盘精选指数十大权重分别为:泡泡玛特(6.51%)、中国电信(3.38%)、中信银行(2.85%)、中国太保(2.79%)、康方生物(2.47%)、中国铁塔(2.35%)、金蝶国际(2.19%)、中信证券(1.87%)、哔哩哔哩-W(1.84%)、商汤-W(1.75%)。从中证香港中盘精选指数持仓的市场板块来看,香港证券交易所占比100.00%。从中证香港中盘精选指数持仓样本的行业来看,可选消费占比19.12%、工业占比12.65%、金融占比12.08%、信息技术占比10.19%、通信服务占比9.25%、医药卫生占比8.45%、主要消费占比7.43%、公用事业占比7.34%、原材料占比5.23%、房地产占比5.07%、能源占比3.19%。资料显示,指数样本每半年调整一次,样本调整实施时间分别为每年6月和12月的第二个星期五的下一交易日。定期调整设置缓冲区,排名在81名至220名之间的老样本优先保留;若优先保留的老样本数量超过100只,则将排名靠后的老样本剔除,直至样本数量为100只;若优先保留的老样本数量不足100只,则将排名100之后的新样本中排名靠前的证券纳入,直至样本数量为100只。特殊情况下将对指数进行临时调整。当样本退市时,将其从指数样本中剔除。样本公司发生收购、合并、分拆、停牌等情形的处理,参照计算与维护细则处理。本文源自:金融界作者:行情君","news_type":1,"symbols_score_info":{"09992":1}},"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":62729,"gmtCreate":1496248869803,"gmtModify":1704877344925,"author":{"id":"14642552333840","authorId":"14642552333840","name":"Deep_Thinker","avatar":"https://static.tigerbbs.com/6bb4471a22ea635557855d05384a24ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"14642552333840","authorIdStr":"14642552333840"},"themes":[],"htmlText":"$微博(WB)$ 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为何光伏龙头海润光伏都不涨,这只却暴涨了一两倍?","listText":"$大全新能源(DQ)$ 为何光伏龙头海润光伏都不涨,这只却暴涨了一两倍?","text":"$大全新能源(DQ)$ 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