摩根士丹利：泡泡玛特2024年初来首次回购料吸引等待催化剂的投资者_老虎社区_美港股上老虎

摩根士丹利：泡泡玛特2024年初来首次回购料吸引等待催化剂的投资者

格隆汇01-20

摩根士丹利称，泡泡玛特自2024年初以来首次回购股份，预计能够吸引更多投资者的关注，特别是那些等待股价催化剂的投资者。目前泡泡玛特增长强劲，驱动因素清晰，长期逻辑明确。预计泡泡玛特2025年净利润达126亿元人民币，且在去年末有200亿元的净现金，表明公司拥有充足的财务资源给股东带来更多回报。和以往一样，公司未对回购设定目标规模和时间表，而是根据市场情况评估。

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