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赚了就跑 不跑是
08-07
大魔是庄
港股异动 | 泡泡玛特涨近4%，创历史新高！大摩称市场低估其平台孵化能力
赚了就跑 不跑是
06-24
末日期权[白眼] 开7月低的不行吗[开心]
@挖煤佬:
$BYD.HK 20250627 130.00 PUT$
卖出周五到期的比亚迪股份put，时间价值最大化
赚了就跑 不跑是
2023-12-27
$小米集团-W(01810)$
去老虎APP查看更多动态
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class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-08-07 09:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月7日，<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>盘初涨近4%，创历史新高！大摩称市场低估其平台孵化能力。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e0b5befbcbff1267756c81ee3081d748\" title=\"\" tg-width=\"903\" tg-height=\"450\"/></p><p>摩根士丹利分析师近日在参观北京潮玩展后，维持对泡泡玛特的“增持”评级，强调公司平台价值被市场低估。分析师指出，投资者过于关注单一IP的增长天花板，而忽视了泡泡玛特背后强大的平台孵化能力，这才是其核心的长期投资价值。</p><p>报告中提到，泡泡玛特目前在四个区域销售产品，但其自有IP主要集中在大中华区，例外的是来自泰国的Crybaby和美国的Peach Riot。泡泡玛特在开拓美国、欧洲、日本和东南亚等地丰富艺术资源方面潜力巨大。摩根士丹利预计，未来3到5年，泡泡玛特的IP和产品组合将更加多元化，文化多样性显著提升。</p><p>该行认为，泡泡玛特的内在价值远超其现有IP，这一点被市场明显低估，因此维持“增持”评级，目标价定为365港元，相当于今年预测市盈率46倍。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/885447e000f5e02536cd166eeda13f45","relate_stocks":{"09992":"泡泡玛特"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146229383","content_text":"8月7日，泡泡玛特盘初涨近4%，创历史新高！大摩称市场低估其平台孵化能力。摩根士丹利分析师近日在参观北京潮玩展后，维持对泡泡玛特的“增持”评级，强调公司平台价值被市场低估。分析师指出，投资者过于关注单一IP的增长天花板，而忽视了泡泡玛特背后强大的平台孵化能力，这才是其核心的长期投资价值。报告中提到，泡泡玛特目前在四个区域销售产品，但其自有IP主要集中在大中华区，例外的是来自泰国的Crybaby和美国的Peach 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class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-08-07 09:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月7日，<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>盘初涨近4%，创历史新高！大摩称市场低估其平台孵化能力。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e0b5befbcbff1267756c81ee3081d748\" title=\"\" tg-width=\"903\" tg-height=\"450\"/></p><p>摩根士丹利分析师近日在参观北京潮玩展后，维持对泡泡玛特的“增持”评级，强调公司平台价值被市场低估。分析师指出，投资者过于关注单一IP的增长天花板，而忽视了泡泡玛特背后强大的平台孵化能力，这才是其核心的长期投资价值。</p><p>报告中提到，泡泡玛特目前在四个区域销售产品，但其自有IP主要集中在大中华区，例外的是来自泰国的Crybaby和美国的Peach Riot。泡泡玛特在开拓美国、欧洲、日本和东南亚等地丰富艺术资源方面潜力巨大。摩根士丹利预计，未来3到5年，泡泡玛特的IP和产品组合将更加多元化，文化多样性显著提升。</p><p>该行认为，泡泡玛特的内在价值远超其现有IP，这一点被市场明显低估，因此维持“增持”评级，目标价定为365港元，相当于今年预测市盈率46倍。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/885447e000f5e02536cd166eeda13f45","relate_stocks":{"09992":"泡泡玛特"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146229383","content_text":"8月7日，泡泡玛特盘初涨近4%，创历史新高！大摩称市场低估其平台孵化能力。摩根士丹利分析师近日在参观北京潮玩展后，维持对泡泡玛特的“增持”评级，强调公司平台价值被市场低估。分析师指出，投资者过于关注单一IP的增长天花板，而忽视了泡泡玛特背后强大的平台孵化能力，这才是其核心的长期投资价值。报告中提到，泡泡玛特目前在四个区域销售产品，但其自有IP主要集中在大中华区，例外的是来自泰国的Crybaby和美国的Peach 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