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特斯拉起伏大，谷歌更稳
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POET Technologies与Quantum Computing Inc.联合开发3.2 Tbps光学引擎，实现CPO及下一代AI连接
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20:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>POET Technologies与Quantum Computing Inc.联合开发3.2 Tbps光学引擎，实现CPO及下一代AI连接。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"POET":"POET Technologies Inc","BK4141":"半导体产品"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190611759","content_text":"POET Technologies与Quantum Computing Inc.联合开发3.2 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(SMCX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457178504413216","repostId":"2551132411","repostType":2,"repost":{"id":"2551132411","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1752629433,"share":"https://www.laohu8.com/m/news/2551132411?lang=zh_CN&edition=full","pubTime":"2025-07-16 09:30","market":"sh","language":"zh","title":"泡泡玛特“炸裂季报”！摩根大通警告获利了结风险，后续关注五大连续催化剂","url":"https://stock-news.laohu8.com/highlight/detail?id=2551132411","media":"华尔街见闻","summary":"泡泡玛特上半年净利润增长超350%，意味着净利润达到45亿元人民币。摩根大通称，这一业绩表现超出卖方一致预期的50%，但接近买方预期的45-55亿元人民币区间下限。由于股价3个月已涨60%，摩根大通预计将面临获利了结压力。未来五大催化剂值得关注：新POPOP珠宝店开业、Labubu动画首播、与优衣库联名、Labubu 4.0发布及AI互动玩具推出。","content":"<html><head></head><body><blockquote><p>泡泡玛特上半年净利润增长超350%，意味着净利润达到45亿元人民币。摩根大通称，这一业绩表现超出卖方一致预期的50%，但接近买方预期的45-55亿元人民币区间下限。由于股价3个月已涨60%，摩根大通预计将面临获利了结压力。未来五大催化剂值得关注：新POPOP珠宝店开业、Labubu动画首播、与优衣库联名、Labubu 4.0发布及AI互动玩具推出。</p></blockquote><p style=\"text-align: left;\">泡泡玛特发布了强劲的半年报预警，收入增长超200%，净利润增长超350%，但华尔街大行认为业绩"只是大致符合买方高预期"。在股价过去3个月上涨60%后，摩根大通预计，将面临获利了结压力，接下来还有五大连续催化剂值得关注。</p><p style=\"text-align: left;\">据见闻此前文章，泡泡玛特7月15日发布盈利预警显示，预期集团截至2025年6月30日止六个月之收入可能较截至2024年6月30日止六个月之收入增长不低于200%；预期本期间集团溢利（不包括未完成统计的金融工具的公允价值变动损益）较本集团去年同期溢利可能录得增长不低于350%。</p><p style=\"text-align: left;\">7月16日，据追风交易台消息，<strong>高盛在最新研报中称，尽管业绩超出卖方分析师和市场共识，但基本符合买方机构的高预期。与此同时，摩根大通也指出，这一表现虽然超出卖方预期50%，但仅处于买方预期45-55亿元区间的低端。</strong></p><p style=\"text-align: left;\">考虑到股价过去3个月已上涨60%，12个月暴涨588%，摩根大通预计，<strong>短期面临获利了结压力，建议逢低买入</strong>。该行分析师将目标价上调至340港元，并列出五大连续催化剂值得关注。</p><p style=\"text-align: left;\">另外，基于盈利预警，高盛将上调了泡泡玛特2025-2027年的盈利预测，且将目标价从227港元上调至260港元，维持中性评级。高盛认为，未来盈利上涨仍是股价上涨的关键，主要取决于将受欢迎程度扩展到非Labubu IP、品类扩张等因素。</p><h2 id=\"id_3964506984\" style=\"text-align: left;\">泡泡玛特业绩表现“炸裂”？华尔街：“只是大致符合买方高预期”！</h2><p style=\"text-align: left;\">泡泡玛特公告显示，2025年上半年收入同比增长不少于200%，意味着收入不少于137亿元人民币，<strong>超出高盛预期的187%同比增长</strong>，且相比一季度165%-170%的增长进一步加速。</p><p style=\"text-align: left;\">集团利润方面，扣除金融工具公允价值变化后，净利润同比增长不少于350%，<strong>意味着2025年上半年净利润达到45亿元人民币，超出高盛预期的38亿元人民币</strong>。扣除少数股东权益后，净利润率已达到约30%，相比2024年上半年的20%和下半年的26%实现显著提升。</p><p style=\"text-align: left;\">摩根大通在研报中称，<strong>这一业绩表现超出卖方一致预期的50%，比摩根大通预期高出24%</strong>。然而，值得注意的是，<strong>但接近买方预期的45-55亿元人民币区间下限。</strong></p><p style=\"text-align: left;\">正如高盛所说的那样：</p><blockquote><p style=\"text-align: justify;\">虽然业绩强劲，体现了中国大陆和海外市场的加速增长势头以及地理结构和运营杠杆带来的稳健利润率扩张，但<strong>买方预期已经上升，业绩结果大致符合乐观买方的预期。</strong></p></blockquote><h2 id=\"id_1358319388\" style=\"text-align: left;\">摩根大通警告获利了结风险，后续关注五大连续催化剂</h2><p style=\"text-align: left;\">尽管业绩亮眼，摩根大通对短期股价走势保持谨慎。数据显示，泡泡玛特股价过去3个月上涨60%，12个月暴涨588%，远超恒生指数同期15%和39%的涨幅。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eba548b0cba309cf7f8d4b9be3e688da\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: left;\">摩根大通预计，在如此大幅上涨后，<strong>部分投资者可能会选择获利了结</strong>，从而对股价形成短期压力。</p><p style=\"text-align: left;\">不过，该行分析师仍然看好公司长期投资逻辑，包括<strong>强大的IP运营能力（全球超级IP、动画、主题公园和授权）以及IP货币化能力（地域和品类扩张），建议投资者逢低买入</strong>。</p><p style=\"text-align: left;\">更重要的是，摩根大通列出了五个连续催化剂值得关注：</p><blockquote><p style=\"text-align: left;\">两家新开业的"POPOP"珠宝店将销售更多Labubu产品，同时还有SkullPanda、Molly和Dimoo；</p><p style=\"text-align: left;\">《Labubu & Friends》动画第一季将在夏季首播，包含20集2分钟视频在社交网络传播，有望配合新产品发布；</p><p style=\"text-align: justify;\">Labubu x Uniqlo T恤将在8月推出；</p><p style=\"text-align: justify;\">Labubu 4.0预告/发布预计在圣诞节/春节假期前推出；</p><p style=\"text-align: justify;\">互动/AI玩具的可能推出；</p></blockquote><h2 id=\"id_1963897746\" style=\"text-align: left;\">高盛、摩根大通纷纷上调盈利预测</h2><p style=\"text-align: left;\">基于泡泡玛特强劲的上半年表现，高盛、摩根大通纷纷上调该公司的盈利预测。</p><p style=\"text-align: left;\">高盛在报告中称，强劲的上半年表现证明了泡泡玛特将IP受欢迎程度（尤其是Labubu IP）扩展到全球市场的能力，包括北美和欧洲等大型市场。</p><p style=\"text-align: left;\">基于盈利预警，高盛将2025-2027年调整后净利润预测上调15%-22%。对于2025年，高盛现在预期收入和调整后净利润将分别增长152%和213%，达到328亿元人民币和100亿元人民币。具体来看：</p><blockquote><ul style=\"\"><li><p>2025年收入预测：从294亿元上调至328亿元（增长11.7%）</p></li><li><p>2025年净利润预测：从82亿元上调至100亿元（增长22.2%）</p></li><li><p>毛利率预测：2025年70.0%，2026年70.4%，2027年70.6%</p></li><li><p>运营利润率预测：2025年41.3%，2026年41.6%，2027年41.5%</p></li></ul></blockquote><p style=\"text-align: left;\">高盛将目标价从227港元上调至260港元（基于不变的25倍2027年市盈率，折现至2026年中期），但维持中性评级，因为目标价隐含的上涨空间有限，当前股价为263.20港元。</p><p style=\"text-align: left;\">摩根大通认为，泡泡玛特净利润率大幅扩张主要得益于三个方面：</p><blockquote><p style=\"text-align: left;\">首先，海外业务贡献度上升，该业务享有更高的毛利率和运营利润率；其次，规模经济效应逐步显现；第三，持续的产品成本优化和费用控制加强。</p></blockquote><p style=\"text-align: left;\">基于上半年强劲表现，摩根大通上调了盈利预测，具体来看：</p><blockquote><ul style=\"\"><li><p>2025年收入预期从280.11亿元上调至303.85亿元</p></li><li><p>调整后每股收益从6.10元上调至7.15元</p></li><li><p>预计2025年收入和净利润将分别增长133%和201%</p></li><li><p>2025-2027年复合增长率分别为23%和25%</p></li></ul></blockquote><p style=\"text-align: left;\">基于盈利预测上调，摩根大通将泡泡玛特目标价从330港元上调至340港元，<strong>维持"增持"评级</strong>。该目标价基于1.5倍PEG估值，相当于2026年预期市盈率34倍。</p></body></html>","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“炸裂季报”！摩根大通警告获利了结风险，后续关注五大连续催化剂</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泡泡玛特“炸裂季报”！摩根大通警告获利了结风险，后续关注五大连续催化剂\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-16 09:30 北京时间 <a href=https://wallstreetcn.com/articles/3751199><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>泡泡玛特上半年净利润增长超350%，意味着净利润达到45亿元人民币。摩根大通称，这一业绩表现超出卖方一致预期的50%，但接近买方预期的45-55亿元人民币区间下限。由于股价3个月已涨60%，摩根大通预计将面临获利了结压力。未来五大催化剂值得关注：新POPOP珠宝店开业、Labubu动画首播、与优衣库联名、Labubu 4.0发布及AI互动玩具推出。泡泡玛特发布了强劲的半年报预警，收入增长超200%...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3751199\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"SG9999002232.USD":"Allianz Global High Payout USD","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","BK4566":"资本集团","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","09992":"泡泡玛特","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4516":"特朗普概念","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0106831901.USD":"贝莱德世界金融基金A2","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) 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ACC","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC"},"source_url":"https://wallstreetcn.com/articles/3751199","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2551132411","content_text":"泡泡玛特上半年净利润增长超350%，意味着净利润达到45亿元人民币。摩根大通称，这一业绩表现超出卖方一致预期的50%，但接近买方预期的45-55亿元人民币区间下限。由于股价3个月已涨60%，摩根大通预计将面临获利了结压力。未来五大催化剂值得关注：新POPOP珠宝店开业、Labubu动画首播、与优衣库联名、Labubu 4.0发布及AI互动玩具推出。泡泡玛特发布了强劲的半年报预警，收入增长超200%，净利润增长超350%，但华尔街大行认为业绩\"只是大致符合买方高预期\"。在股价过去3个月上涨60%后，摩根大通预计，将面临获利了结压力，接下来还有五大连续催化剂值得关注。据见闻此前文章，泡泡玛特7月15日发布盈利预警显示，预期集团截至2025年6月30日止六个月之收入可能较截至2024年6月30日止六个月之收入增长不低于200%；预期本期间集团溢利（不包括未完成统计的金融工具的公允价值变动损益）较本集团去年同期溢利可能录得增长不低于350%。7月16日，据追风交易台消息，高盛在最新研报中称，尽管业绩超出卖方分析师和市场共识，但基本符合买方机构的高预期。与此同时，摩根大通也指出，这一表现虽然超出卖方预期50%，但仅处于买方预期45-55亿元区间的低端。考虑到股价过去3个月已上涨60%，12个月暴涨588%，摩根大通预计，短期面临获利了结压力，建议逢低买入。该行分析师将目标价上调至340港元，并列出五大连续催化剂值得关注。另外，基于盈利预警，高盛将上调了泡泡玛特2025-2027年的盈利预测，且将目标价从227港元上调至260港元，维持中性评级。高盛认为，未来盈利上涨仍是股价上涨的关键，主要取决于将受欢迎程度扩展到非Labubu IP、品类扩张等因素。泡泡玛特业绩表现“炸裂”？华尔街：“只是大致符合买方高预期”！泡泡玛特公告显示，2025年上半年收入同比增长不少于200%，意味着收入不少于137亿元人民币，超出高盛预期的187%同比增长，且相比一季度165%-170%的增长进一步加速。集团利润方面，扣除金融工具公允价值变化后，净利润同比增长不少于350%，意味着2025年上半年净利润达到45亿元人民币，超出高盛预期的38亿元人民币。扣除少数股东权益后，净利润率已达到约30%，相比2024年上半年的20%和下半年的26%实现显著提升。摩根大通在研报中称，这一业绩表现超出卖方一致预期的50%，比摩根大通预期高出24%。然而，值得注意的是，但接近买方预期的45-55亿元人民币区间下限。正如高盛所说的那样：虽然业绩强劲，体现了中国大陆和海外市场的加速增长势头以及地理结构和运营杠杆带来的稳健利润率扩张，但买方预期已经上升，业绩结果大致符合乐观买方的预期。摩根大通警告获利了结风险，后续关注五大连续催化剂尽管业绩亮眼，摩根大通对短期股价走势保持谨慎。数据显示，泡泡玛特股价过去3个月上涨60%，12个月暴涨588%，远超恒生指数同期15%和39%的涨幅。摩根大通预计，在如此大幅上涨后，部分投资者可能会选择获利了结，从而对股价形成短期压力。不过，该行分析师仍然看好公司长期投资逻辑，包括强大的IP运营能力（全球超级IP、动画、主题公园和授权）以及IP货币化能力（地域和品类扩张），建议投资者逢低买入。更重要的是，摩根大通列出了五个连续催化剂值得关注：两家新开业的\"POPOP\"珠宝店将销售更多Labubu产品，同时还有SkullPanda、Molly和Dimoo；《Labubu & Friends》动画第一季将在夏季首播，包含20集2分钟视频在社交网络传播，有望配合新产品发布；Labubu x Uniqlo T恤将在8月推出；Labubu 4.0预告/发布预计在圣诞节/春节假期前推出；互动/AI玩具的可能推出；高盛、摩根大通纷纷上调盈利预测基于泡泡玛特强劲的上半年表现，高盛、摩根大通纷纷上调该公司的盈利预测。高盛在报告中称，强劲的上半年表现证明了泡泡玛特将IP受欢迎程度（尤其是Labubu IP）扩展到全球市场的能力，包括北美和欧洲等大型市场。基于盈利预警，高盛将2025-2027年调整后净利润预测上调15%-22%。对于2025年，高盛现在预期收入和调整后净利润将分别增长152%和213%，达到328亿元人民币和100亿元人民币。具体来看：2025年收入预测：从294亿元上调至328亿元（增长11.7%）2025年净利润预测：从82亿元上调至100亿元（增长22.2%）毛利率预测：2025年70.0%，2026年70.4%，2027年70.6%运营利润率预测：2025年41.3%，2026年41.6%，2027年41.5%高盛将目标价从227港元上调至260港元（基于不变的25倍2027年市盈率，折现至2026年中期），但维持中性评级，因为目标价隐含的上涨空间有限，当前股价为263.20港元。摩根大通认为，泡泡玛特净利润率大幅扩张主要得益于三个方面：首先，海外业务贡献度上升，该业务享有更高的毛利率和运营利润率；其次，规模经济效应逐步显现；第三，持续的产品成本优化和费用控制加强。基于上半年强劲表现，摩根大通上调了盈利预测，具体来看：2025年收入预期从280.11亿元上调至303.85亿元调整后每股收益从6.10元上调至7.15元预计2025年收入和净利润将分别增长133%和201%2025-2027年复合增长率分别为23%和25%基于盈利预测上调，摩根大通将泡泡玛特目标价从330港元上调至340港元，维持\"增持\"评级。该目标价基于1.5倍PEG估值，相当于2026年预期市盈率34倍。","news_type":1,"symbols_score_info":{"09992":1}},"isVote":1,"tweetType":1,"viewCount":1335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
