港股异动 | 泡泡玛特盘中涨超5%，平台价值获摩根士丹利看好_老虎社区_美港股上老虎

港股异动 | 泡泡玛特盘中涨超5%，平台价值获摩根士丹利看好

老虎资讯综合08-06

8月6日，泡泡玛特盘中涨超5%，近3日累涨11%，大摩指公司平台价值被低估。

消息方面，摩根士丹利分析师在参观北京潮玩展后维持泡泡玛特“增持”评级，强调其平台价值被市场低估。分析师认为，投资者过度关注单一IP天花板，而忽略了公司背后的平台孵化能力这一核心长期投资价值。

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

呆蹦蹦
·08-06
100倍PE，真以为自己是英伟达啊[笑哭]
回复
2
举报

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/1195206514?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/30dc37d452f250ce3fb402a1655ca971","is_english":false,"pubTime":"2025-08-06 11:14","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1195206514","market":"us","top_or_hot":-1,"title":"港股异动 | 泡泡玛特盘中涨超5%，平台价值获摩根士丹利看好","media":"老虎资讯综合","content":"<html><head></head><body><p>8月6日，<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>盘中涨超5%，近3日累涨11%，大摩指公司平台价值被低估。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9bb59dd02c40f604051cdeac454e8ad6\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息方面，摩根士丹利分析师在参观北京潮玩展后维持泡泡玛特“增持”评级，强调其平台价值被市场低估。分析师认为，投资者过度关注单一IP天花板，而忽略了公司背后的平台孵化能力这一核心长期投资价值。</p></body></html>","source":null,"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>港股异动 | 泡泡玛特盘中涨超5%，平台价值获摩根士丹利看好</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{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { 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港股异动 | 泡泡玛特盘中涨超5%，平台价值获摩根士丹利看好\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div 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\">2025-08-06 11:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月6日，<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>盘中涨超5%，近3日累涨11%，大摩指公司平台价值被低估。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9bb59dd02c40f604051cdeac454e8ad6\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息方面，摩根士丹利分析师在参观北京潮玩展后维持泡泡玛特“增持”评级，强调其平台价值被市场低估。分析师认为，投资者过度关注单一IP天花板，而忽略了公司背后的平台孵化能力这一核心长期投资价值。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0307460666.USD","symbol_name":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","start_time":0,"source_url":"","article_id":"1195206514","we_media_id":"102","thumbnails":["https://static.tigerbbs.com/30dc37d452f250ce3fb402a1655ca971"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1195206514","pubTimestamp":1754450051,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"老虎资讯综合","introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"summary":"8月6日，$泡泡玛特(09992)$盘中涨超5%，近3日累涨11%，大摩指公司平台价值被低估。$摩根士丹利(MS)$分析师 Dustin Wei 团队在研报中指出，虽然市场已反映公司 2025 年高速增长预期，但尚未充分计入其长期业务规模潜力 。研报认为，泡泡玛特凭借社交媒体驱动的 IP 产品飞轮效应以及海外市场快速扩张，未来可持续增长潜力巨大，其目标价已从 224 港元大幅上调至 302 港元，评级维持“增持” 。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","BK4534":"瑞士信贷持仓","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","09992":"泡泡玛特","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","BK4581":"高盛持仓","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC"},"translate_title":"Changes in Hong Kong stocks | Pop Mart rose more than 5% in intraday trading, and the value of the Morgan Stanley index company platform was undervalued","themeId":"1b4333b5229358d318ca408c366e28aa","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/1b54b457ed8f7a1f7f3896aa1395f7c1","symbols_score_info":{"09992":1.1},"content_text":"8月6日，泡泡玛特盘中涨超5%，近3日累涨11%，大摩指公司平台价值被低估。消息方面，摩根士丹利分析师在参观北京潮玩展后维持泡泡玛特“增持”评级，强调其平台价值被市场低估。分析师认为，投资者过度关注单一IP天花板，而忽略了公司背后的平台孵化能力这一核心长期投资价值。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":true,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":464619669975112,"gmtCreate":1754457807012,"gmtModify":1754457809074,"author":{"id":"3535664106674633","authorId":"3535664106674633","name":"呆蹦蹦","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3535664106674633","authorIdStr":"3535664106674633"},"htmlText":"100倍PE，真以为自己是英伟达啊[笑哭]&nbsp; &nbsp;","listText":"100倍PE，真以为自己是英伟达啊[笑哭]&nbsp; &nbsp;","text":"100倍PE，真以为自己是英伟达啊[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464619669975112","repostId":1195206514,"repostType":4,"repost":{"id":"1195206514","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1754450051,"share":"https://www.laohu8.com/m/news/1195206514?lang=&edition=full","pubTime":"2025-08-06 11:14","market":"us","language":"zh","title":"港股异动 | 泡泡玛特盘中涨超5%，平台价值获摩根士丹利看好","url":"https://stock-news.laohu8.com/highlight/detail?id=1195206514","media":"老虎资讯综合","summary":"8月6日，$泡泡玛特(09992)$盘中涨超5%，近3日累涨11%，大摩指公司平台价值被低估。$摩根士丹利(MS)$分析师 Dustin Wei 团队在研报中指出，虽然市场已反映公司 2025 年高速增长预期，但尚未充分计入其长期业务规模潜力 。研报认为，泡泡玛特凭借社交媒体驱动的 IP 产品飞轮效应以及海外市场快速扩张，未来可持续增长潜力巨大，其目标价已从 224 港元大幅上调至 302 港元，评级维持“增持” 。","content":"<html><head></head><body><p>8月6日，<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>盘中涨超5%，近3日累涨11%，大摩指公司平台价值被低估。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9bb59dd02c40f604051cdeac454e8ad6\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息方面，摩根士丹利分析师在参观北京潮玩展后维持泡泡玛特“增持”评级，强调其平台价值被市场低估。分析师认为，投资者过度关注单一IP天花板，而忽略了公司背后的平台孵化能力这一核心长期投资价值。</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>港股异动 | 泡泡玛特盘中涨超5%，平台价值获摩根士丹利看好</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{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { 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港股异动 | 泡泡玛特盘中涨超5%，平台价值获摩根士丹利看好\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div 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\">2025-08-06 11:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月6日，<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>盘中涨超5%，近3日累涨11%，大摩指公司平台价值被低估。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9bb59dd02c40f604051cdeac454e8ad6\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息方面，摩根士丹利分析师在参观北京潮玩展后维持泡泡玛特“增持”评级，强调其平台价值被市场低估。分析师认为，投资者过度关注单一IP天花板，而忽略了公司背后的平台孵化能力这一核心长期投资价值。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/30dc37d452f250ce3fb402a1655ca971","relate_stocks":{"LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","BK4534":"瑞士信贷持仓","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","09992":"泡泡玛特","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","BK4581":"高盛持仓","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195206514","content_text":"8月6日，泡泡玛特盘中涨超5%，近3日累涨11%，大摩指公司平台价值被低估。消息方面，摩根士丹利分析师在参观北京潮玩展后维持泡泡玛特“增持”评级，强调其平台价值被市场低估。分析师认为，投资者过度关注单一IP天花板，而忽略了公司背后的平台孵化能力这一核心长期投资价值。","news_type":1,"symbols_score_info":{"09992":1.1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":2,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}