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昨夜梦见你
昨夜梦见你
·
2022-05-21
$蔚来(NIO)$
一会儿就反弹[得意] [爱你]
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昨夜梦见你
昨夜梦见你
·
01-07 19:44
今年腰斩!
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昨夜梦见你
昨夜梦见你
·
01-07 07:58
哈哈
特朗普:委内瑞拉将向美国交付3000-5000万桶石油
1月7日,美国总统特朗普宣布,委内瑞拉临时政府将向美国移交3000万至5000万桶石油。这些石油将按市场价格出售,而所得资金将由特朗普进行监管,以确保这些资金用于“造福委内瑞拉人民和美国人民”。特朗普称,已要求能源部长克里斯·赖特立即执行这一计划。石油将由储油船装载,并直接运送至美国的卸货码头。(央视新闻)受此消息影响,WTI原油期货短线走低。
特朗普:委内瑞拉将向美国交付3000-5000万桶石油
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昨夜梦见你
昨夜梦见你
·
2025-12-10
要出问题了吧
宁德时代:拟发行不超过100亿元债券,用于项目建设、偿还有息负债等
债券期限不超过5年。
宁德时代:拟发行不超过100亿元债券,用于项目建设、偿还有息负债等
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昨夜梦见你
昨夜梦见你
·
2025-11-26
这么一点点钱吗[笑哭] [笑哭] [笑哭]
名创优品于11月25日耗资约24.59万美元回购5.128万股
热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 名创优品(09896)公布,2025年11月25日耗资约24.59万美元回购5.128万股股份。 海量资讯、精准解读,尽在新浪财经APP 责任编辑:卢昱君
名创优品于11月25日耗资约24.59万美元回购5.128万股
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昨夜梦见你
昨夜梦见你
·
2025-11-12
小题大做[笑哭] [笑哭]
1820亿王宁掌舵的泡泡玛特,直播翻车了
11月7日,话题“泡泡玛特直播事故”登上微博热搜第一。截至11月7日下午14时37分,泡泡玛特股价下跌5.2%。而2017年后,泡泡玛特的业绩一飞冲天。泡泡玛特业绩爆表,王宁财富飙至1820亿元依靠盲盒的独特玩法,泡泡玛特业绩不断攀上新的高峰。10月21日下午,泡泡玛特公布了其2025年第三季度的最新业务情况。与国内市场相比,泡泡玛特在海外市场的增长势头更为抢眼。
1820亿王宁掌舵的泡泡玛特,直播翻车了
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昨夜梦见你
昨夜梦见你
·
2025-11-12
看800!
Labubu曾推动泡泡玛特股价飙升,但Bernstein称现在是时候卖出了
Labubu玩偶俘获了无数粉丝的心,也推动了最炙手可热的股票 $泡泡玛特$ 泡,其股价自年初以来飙升逾270%,于8月26日触及339.8港元的高点。Bernstein警告称,泡泡玛特的业务依赖“潮流驱动的收藏品”,因此需求波动剧烈。随着“露齿微笑”的Labubu毛绒玩偶热度不可避免地减退,泡泡玛特面临着迫切的IP多元化压力。Jeff Zhang近日将泡泡玛特目标价上调至280港元,理由是公司通过推出新IP与新产品强化海外布局,营收前景改善。
Labubu曾推动泡泡玛特股价飙升,但Bernstein称现在是时候卖出了
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昨夜梦见你
昨夜梦见你
·
2025-11-05
必须是赌徒型选手![财迷][财迷][财迷]
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昨夜梦见你
昨夜梦见你
·
2025-11-03
$海马汽车(000572)$
看来和保时捷合作有新进展啦[吃瓜] [吃瓜]
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昨夜梦见你
昨夜梦见你
·
2025-10-24
$SOLAI Ltd(SLAI)$
改名就是改命@@你该支棱起来啦[你懂的] [你懂的]
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昨夜梦见你
昨夜梦见你
·
2025-10-20
$BIT Mining(BTCM)$
今晚重生啦![财迷] [财迷] [财迷]
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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\">2026-01-07 07:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月7日,美国总统特朗普宣布,委内瑞拉临时政府将向美国移交3000万至5000万桶石油。这些石油将按市场价格出售,而所得资金将由特朗普进行监管,以确保这些资金用于“造福委内瑞拉人民和美国人民”。</p><p>特朗普称,已要求能源部长克里斯·赖特立即执行这一计划。石油将由储油船装载,并直接运送至美国的卸货码头。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1973d4bcbc3ffe2914a7214545967748\" tg-width=\"752\" tg-height=\"556\"/></p><p>受此消息影响,WTI原油期货短线走低。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/14a4796aea2ab09bab36d3f36479cf92\" title=\"\" tg-width=\"906\" tg-height=\"589\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ba0e918dfd4ec815c4f78fc4cfc3ea3e","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120760136","content_text":"1月7日,美国总统特朗普宣布,委内瑞拉临时政府将向美国移交3000万至5000万桶石油。这些石油将按市场价格出售,而所得资金将由特朗普进行监管,以确保这些资金用于“造福委内瑞拉人民和美国人民”。特朗普称,已要求能源部长克里斯·赖特立即执行这一计划。石油将由储油船装载,并直接运送至美国的卸货码头。受此消息影响,WTI原油期货短线走低。","news_type":1,"symbols_score_info":{"CLmain":2}},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509267975430600,"gmtCreate":1765365567778,"gmtModify":1765365570223,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"themes":[],"title":"","htmlText":"要出问题了吧","listText":"要出问题了吧","text":"要出问题了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509267975430600","repostId":"1157182394","repostType":2,"repost":{"id":"1157182394","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":1765365020,"share":"https://www.laohu8.com/m/news/1157182394?lang=zh_CN&edition=full","pubTime":"2025-12-10 19:10","market":"hk","language":"zh","title":"宁德时代:拟发行不超过100亿元债券,用于项目建设、偿还有息负债等","url":"https://stock-news.laohu8.com/highlight/detail?id=1157182394","media":"老虎资讯综合","summary":"债券期限不超过5年。","content":"<html><head></head><body><p> <a href=\"https://laohu8.com/S/03750\">宁德时代</a>公告称,公司拟注册发行不超过100亿元的债券,用于项目建设、补充营运资金、偿还有息负债等。债券期限不超过5年,发行方式为公开发行且由承销机构以余额包销的方式承销。此外,公司董事会提请股东会授权总经理或其授权人士全权办理与本次债券发行工作的相关事宜。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c1b231d66d60df810e46e9411fd3f7c\" alt=\"\" title=\"\" tg-width=\"1196\" tg-height=\"1628\"/></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>宁德时代:拟发行不超过100亿元债券,用于项目建设、偿还有息负债等</title>\n<style 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}\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宁德时代:拟发行不超过100亿元债券,用于项目建设、偿还有息负债等\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\">2025-12-10 19:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p> <a href=\"https://laohu8.com/S/03750\">宁德时代</a>公告称,公司拟注册发行不超过100亿元的债券,用于项目建设、补充营运资金、偿还有息负债等。债券期限不超过5年,发行方式为公开发行且由承销机构以余额包销的方式承销。此外,公司董事会提请股东会授权总经理或其授权人士全权办理与本次债券发行工作的相关事宜。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c1b231d66d60df810e46e9411fd3f7c\" alt=\"\" title=\"\" tg-width=\"1196\" tg-height=\"1628\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6c2cc8fbb144e7e3eb550454298f5e97","relate_stocks":{"300750":"宁德时代","03750":"宁德时代"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157182394","content_text":"宁德时代公告称,公司拟注册发行不超过100亿元的债券,用于项目建设、补充营运资金、偿还有息负债等。债券期限不超过5年,发行方式为公开发行且由承销机构以余额包销的方式承销。此外,公司董事会提请股东会授权总经理或其授权人士全权办理与本次债券发行工作的相关事宜。","news_type":1,"symbols_score_info":{"300750":2,"03750":2}},"isVote":1,"tweetType":1,"viewCount":1114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504379039105760,"gmtCreate":1764167488278,"gmtModify":1764167490932,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"themes":[],"title":"","htmlText":"这么一点点钱吗[笑哭] [笑哭] [笑哭] ","listText":"这么一点点钱吗[笑哭] [笑哭] [笑哭] ","text":"这么一点点钱吗[笑哭] [笑哭] [笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504379039105760","repostId":"2586280032","repostType":2,"repost":{"id":"2586280032","kind":"news","pubTimestamp":1764134460,"share":"https://www.laohu8.com/m/news/2586280032?lang=zh_CN&edition=full","pubTime":"2025-11-26 13:21","market":"other","language":"zh","title":"名创优品于11月25日耗资约24.59万美元回购5.128万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2586280032","media":"新浪港股","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 名创优品(09896)公布,2025年11月25日耗资约24.59万美元回购5.128万股股份。\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:卢昱君","content":"<html><body><div>\n<div>\n<div>\n<img src=\"http://image.sinajs.cn/n/hk/min/640x360xxfhd/09896.png\"/>\n</div>\n<div>\n<div>\n<span>热点栏目</span>\n<s></s>\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n</div>\n客户端\n</div>\n</div>\n<p> <span><a href=\"https://laohu8.com/S/MNSO\">名创优品</a></span><span></span>(09896)公布,2025年11月25日耗资约24.59万美元回购5.128万股股份。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n<p>责任编辑:卢昱君 </p>\n</div></body></html>","source":"sina","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>名创优品于11月25日耗资约24.59万美元回购5.128万股</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名创优品于11月25日耗资约24.59万美元回购5.128万股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-26 13:21 北京时间 <a href=https://finance.sina.com.cn/stock/hkstock/ggscyd/2025-11-26/doc-infytcte2199038.shtml><strong>新浪港股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 名创优品(09896)公布,2025年11月25日耗资约24.59万美元回购5.128万股股份。\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:卢昱君</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/ggscyd/2025-11-26/doc-infytcte2199038.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1046422090.SGD":"Fidelity Pacific A-SGD","BK4588":"碎股","BK4114":"综合货品商店","BK4505":"高瓴资本持仓","BK4585":"ETF&股票定投概念","BK1246":"综合货品商店","BK4220":"综合零售","09896":"名创优品","MNSO":"名创优品","BK1249":"综合零售","LU0274383008.USD":"MANULIFE GF ASIAN SMALL CAP EQUITY \"AA\" (USD) INC"},"source_url":"https://finance.sina.com.cn/stock/hkstock/ggscyd/2025-11-26/doc-infytcte2199038.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2586280032","content_text":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 名创优品(09896)公布,2025年11月25日耗资约24.59万美元回购5.128万股股份。\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:卢昱君","news_type":1,"symbols_score_info":{"09896":1.5,"MNSO":1.5}},"isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499274995544256,"gmtCreate":1762918955840,"gmtModify":1762918958152,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"themes":[],"title":"","htmlText":"小题大做[笑哭] [笑哭] ","listText":"小题大做[笑哭] [笑哭] ","text":"小题大做[笑哭] [笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499274995544256","repostId":"2582933963","repostType":2,"repost":{"id":"2582933963","kind":"news","pubTimestamp":1762833780,"share":"https://www.laohu8.com/m/news/2582933963?lang=zh_CN&edition=full","pubTime":"2025-11-11 12:03","market":"hk","language":"zh","title":"1820亿王宁掌舵的泡泡玛特,直播翻车了","url":"https://stock-news.laohu8.com/highlight/detail?id=2582933963","media":"澎湃新闻","summary":"11月7日,话题“泡泡玛特直播事故”登上微博热搜第一。截至11月7日下午14时37分,泡泡玛特股价下跌5.2%。而2017年后,泡泡玛特的业绩一飞冲天。泡泡玛特业绩爆表,王宁财富飙至1820亿元依靠盲盒的独特玩法,泡泡玛特业绩不断攀上新的高峰。10月21日下午,泡泡玛特公布了其2025年第三季度的最新业务情况。与国内市场相比,泡泡玛特在海外市场的增长势头更为抢眼。","content":"<div>\n<p>雷达财经出品 文|李茜 编|深海11月7日,话题“泡泡玛特直播事故”登上微博热搜第一。据悉,11月6日,泡泡玛特直播间工作人员展示售价79元的DIMOO挂链盲盒时,一人脱口而出“哎嘛,这东西卖79确实有点贵”,另一人回应“没事会有人买单的”,对话被实时播出,引发强烈不满。知名大V胡锡进评论称,这个对话对消费者的情绪造成直接打击,让人感觉品牌方是在愚弄大家,如果这种感受被放大,不断扩散,对泡泡玛特就...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511111204079761ac02&s=b\">网页链接</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>1820亿王宁掌舵的泡泡玛特,直播翻车了</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\">\n1820亿王宁掌舵的泡泡玛特,直播翻车了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-11 12:03 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511111204079761ac02&s=b><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>雷达财经出品 文|李茜 编|深海11月7日,话题“泡泡玛特直播事故”登上微博热搜第一。据悉,11月6日,泡泡玛特直播间工作人员展示售价79元的DIMOO挂链盲盒时,一人脱口而出“哎嘛,这东西卖79确实有点贵”,另一人回应“没事会有人买单的”,对话被实时播出,引发强烈不满。知名大V胡锡进评论称,这个对话对消费者的情绪造成直接打击,让人感觉品牌方是在愚弄大家,如果这种感受被放大,不断扩散,对泡泡玛特就...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511111204079761ac02&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","BK1224":"专卖店","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511111204079761ac02&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2582933963","content_text":"雷达财经出品 文|李茜 编|深海11月7日,话题“泡泡玛特直播事故”登上微博热搜第一。据悉,11月6日,泡泡玛特直播间工作人员展示售价79元的DIMOO挂链盲盒时,一人脱口而出“哎嘛,这东西卖79确实有点贵”,另一人回应“没事会有人买单的”,对话被实时播出,引发强烈不满。知名大V胡锡进评论称,这个对话对消费者的情绪造成直接打击,让人感觉品牌方是在愚弄大家,如果这种感受被放大,不断扩散,对泡泡玛特就可能是灾难性的。雷达财经注意到,泡泡玛特的盲盒玩法,屡次引发争议。网络上有声音认为,泡泡玛特盲盒的本质是“赌概率、博输赢”:你花50元去买一个盲盒,有可能开出的是一个价值5000元的隐藏款玩偶,获得100倍的收益;也有可能开出一个烂大街的普通玩偶,分文不值。员工直播称贵也有人买单 网友:把消费者当大冤种啊!据悉,涉事产品系泡泡玛特11月新推出的“DIMOO新生日记系列-挂链盲盒”。据泡泡玛特介绍,该盲盒系列含6个常规款,1个隐藏款,常规款概率是1:6,隐藏款概率是1:72。该系列单个盲盒售价为79元,整盒售价为474元。11月6日,泡泡玛特直播间工作人员展示售价79元的DIMOO挂链盲盒时,一人脱口而出“哎嘛,这东西卖79确实有点贵”,另一人回应“没事会有人买单的”。对话被实时播出,引发许多网友不满。“确实,员工自己吐槽一下太贵了,没啥问题,后面那句话接的,就是把消费者当冤大头了。品控越来越差,价格还越来越高,确实给人感觉就是把消费者当大冤种啊!”一位加V微博用户发文称。知名大V胡锡进评论称,这个对话对消费者的情绪造成直接打击,让人感觉品牌方是在愚弄大家,如果这种感受被放大,不断扩散,对泡泡玛特就可能是灾难性的。11月7日,话题“泡泡玛特直播事故”登上微博热搜第一。该消息也对公司股价产生了影响。截至11月7日下午14时37分,泡泡玛特股价下跌5.2%。盲盒玩法引质疑:“抽盒”一时爽,一直“抽”一直爽直播翻车的泡泡玛特,其盲盒玩法在网络上也引发了一些质疑。有网友认为,其是一个伪装成玩具的赌博产品。在发展早期,泡泡玛特一度处于亏损状态。泡泡玛特成立于2010年,是一家专注于潮流商品零售、艺术家经纪、新媒体娱乐化平台、大型展会举办于一体的,IP 综合运营服务领域的公司,其主要产品包括盲盒、手办、BJD、衍生品等。该公司2017年新三板上市前,业绩还持续处于持续亏损状态。据财报,2014、2015年和2016年1-5月,公司营收分别是1700万、4500万、2900万,净利润分别为-277万、-1600万、-2480万。而2017年后,泡泡玛特的业绩一飞冲天。招股书显示,2017-2019年,泡泡玛特营收分别为1.58亿元、5.14亿元、16.83亿元,2018和2019年的营收连续两年保持高速增长,增幅为225.4%、227.2%。同时,公司2017-2019年分别实现净利润156万元、9952万元、4.51亿元,三年净利翻了289倍。其中,盲盒为泡泡玛特贡献了主要的收入来源。2017年至2020年上半年,泡泡玛特盲盒销售收益分别为9140万、3.596亿、13.592亿、6.887亿元,分别占同期泡泡玛特总收益的57.8%、69.9%、80.7%、84.2%。盲盒为何有这么大的魔力?盲盒玩法起源于日本,最开始以福袋、扭蛋的形式出现,但价值往往会高于其标价。八零后九零后熟知的小浣熊干脆面、NBA球星集卡、氪金游戏的充值抽卡,都可看作是一种盲盒形式。盲盒又叫“惊喜玩具”,和普通玩具不同的是,消费者一是为了购买造型可爱的人偶娃娃,二是为了体验拆盒的快感。在拆开盒子之前,永远也不知道会抽到哪一只,充满不确定性的拆盒,刺激着消费者的神经。公司创始人王宁在接受IP蛋炒饭采访时曾表示:“很多人打开盲盒,本来想买的是个物质,但拆开那一刻,你会发现她要么惊喜,要么沮丧,要么开心要么失落,你会发现她买的是一种心情。你知道吗?这是一个除了物质层面以外的、另一个有情感的属性的东西,我们其实就是想要从销售商品到销售情感,而盲盒只不过是一种方式,我们现在还在探索各种各样的逻辑。”“抽盒”一时爽,一直“抽”一直爽。为了获得心仪的盲盒,许多人像赌徒一样,不断投入资金,抽取盲盒。有盲盒玩家在抽了一个可爱的娃娃后,就想集齐一整套;有了一整套之后,就想要隐藏款、限量款。同时,这也在一定程度上导致了在盲盒玩家圈子里,形成了一个巨大的置换、二手交易盲盒市场,潮玩族、闲鱼、微博、豆瓣、微信群等都是他们的阵地。泡泡玛特业绩爆表,王宁财富飙至1820亿元依靠盲盒的独特玩法,泡泡玛特业绩不断攀上新的高峰。10月21日下午,泡泡玛特公布了其2025年第三季度的最新业务情况。公告显示,公司第三季度整体收益(未经审核)较2024年同期增长245%至250%。具体来看,泡泡玛特来自中国的收益同比增长185%至190%,海外收益同比更是暴涨365%至370%。第三季度,泡泡玛特在中国市场的整体表现优异,其中线下渠道收益同比增长130%至135%;线上渠道同比增长300%至305%。与国内市场相比,泡泡玛特在海外市场的增长势头更为抢眼。三大主要市场中,亚太(除中国以外)市场收益同比增长170%至175%;美洲同比狂飙1265%至1270%,成为增长最快的市场;欧洲及其他地区同比涨幅也高达735%至740%。如此强劲的业绩表现,让外界直呼不可思议。而泡泡玛特所缔造的前述商业奇迹,离不开LABUBU这一“丑萌”形象的火爆出圈。据悉,这个笑起来露出一排尖尖牙齿的顶流网红,隶属于泡泡玛特旗下艺术家IP中的THE MONSTERS系列,是由中国香港艺术家龙家升创作的北欧森林精灵形象。据公司年报,2023年,THE MONSTERS系列实现收入3.68亿元,收入占比仅为5.8%。然而,仅仅过了一年,该系列的收入便在去年直接飙升726.6%,达到30.41亿元,收入占比大幅提升至23.3%,一跃成为公司收入占比最高的第一大IP。今年上半年,THE MONSTERS系列乘胜追击,再度斩获48.14亿元的收入,同比大涨近7倍,收入占比进一步提升至34.7%,持续在公司的IP阵营中领跑。","news_type":1,"symbols_score_info":{"09992":1.5}},"isVote":1,"tweetType":1,"viewCount":1078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499275822650056,"gmtCreate":1762918830093,"gmtModify":1762918832486,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"themes":[],"title":"","htmlText":"看800!","listText":"看800!","text":"看800!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499275822650056","repostId":"1123395672","repostType":2,"repost":{"id":"1123395672","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":1762914981,"share":"https://www.laohu8.com/m/news/1123395672?lang=zh_CN&edition=full","pubTime":"2025-11-12 10:36","market":"hk","language":"zh","title":"Labubu曾推动泡泡玛特股价飙升,但Bernstein称现在是时候卖出了","url":"https://stock-news.laohu8.com/highlight/detail?id=1123395672","media":"老虎资讯综合","summary":"Labubu玩偶俘获了无数粉丝的心,也推动了最炙手可热的股票 $泡泡玛特$ 泡,其股价自年初以来飙升逾270%,于8月26日触及339.8港元的高点。Bernstein警告称,泡泡玛特的业务依赖“潮流驱动的收藏品”,因此需求波动剧烈。随着“露齿微笑”的Labubu毛绒玩偶热度不可避免地减退,泡泡玛特面临着迫切的IP多元化压力。Jeff Zhang近日将泡泡玛特目标价上调至280港元,理由是公司通过推出新IP与新产品强化海外布局,营收前景改善。","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/52c22efe151738ed7e3dd148b5a9512e\" alt=\"\" title=\"\" tg-width=\"1858\" tg-height=\"1045\"/></p><p>Labubu玩偶俘获了无数粉丝的心,也推动了最炙手可热的股票 <a href=\"https://laohu8.com/S/09992\">泡泡玛特</a> 泡(Pop Mart),其股价自年初以来飙升逾270%,于8月26日触及339.8港元的高点。但在热潮背后,市场出现了明显分化:一边是坚信品牌情绪价值的“信徒”,另一边则是担忧再度追逐消费泡沫的谨慎投资者。</p><p>上周,Bernstein的中国消费品分析团队(由Melinda Hu带领)对泡泡玛特发出谨慎信号,给予“跑输大盘”(underperform)评级,并设定225港元目标价。</p><p>Bernstein警告称,泡泡玛特的业务依赖“潮流驱动的收藏品”,因此需求波动剧烈。该机构认为,泡泡玛特属于“投机浪潮型企业”,通常经历5至10年的兴衰周期。</p><p>分析师指出:“尽管公司通过精细的知识产权(IP)开发和盲盒机制制造出一种‘可预测性幻象’,但其实仍面临高度集中风险,以及潮流市场普遍存在的结构性脆弱性。”</p><p>Melinda Hu强调,Labubu的成功掩盖了泡泡玛特的“结构性脆弱点”,因为要再打造出同等级爆款角色并维持热度“变得越来越难”;与此同时,现有IP也面临转售投机风险和消费者对单一角色“审美疲劳”的威胁。</p><p>Melinda Hu表示,“如果Labubu的热度衰退速度超过新系列IP的成长速度,整个增长故事将土崩瓦解。”</p><p>随着“露齿微笑”的Labubu毛绒玩偶热度不可避免地减退,泡泡玛特面临着迫切的IP多元化压力。公司也推出了如Skullpanda和Crybaby等角色,但尚无一款能复制Labubu的爆红轨迹。</p><p>自8月高点以来,公司港股股价已下跌近30%,截至本周一收于221.4港元,主要受获利了结与需求可持续性担忧影响。</p><blockquote><p>“如果Labubu的热度衰退速度超过新系列IP的成长速度,整个增长故事将土崩瓦解。”<br/>——Bernstein中国消费品分析师 Melinda Hu</p></blockquote><h3 id=\"id_2524886076\">情绪价值,值多少钱?</h3><p>上周四,一场直播让泡泡玛特陷入公关危机:一名员工在直播中质疑盲盒售价,这段视频随后疯传,引发网友对泡泡玛特高溢价玩具的吐槽。</p><p>“这卖79块?太离谱了吧。”一名女员工在直播中说道,显然没意识到正在录制。视频中一名男同事回应:“反正他们还会买。”</p><p>这段对话引发了社交媒体的热议,不少网友指责泡泡玛特“定价虚高”。有人甚至称这位女员工是“说出了真相的人”。上周五股价暴跌逾5%,创5月以来新低,但本周一又反弹8%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e13ad0d87a334456c489ea91a0fb7fd6\" tg-width=\"560\" tg-height=\"240\"/></p><p>在一次罕见的企业舆论评论中,前《环球时报》总编辑胡锡进在社交媒体发文,将此次直播风波称为“内部管理的小失误”,同时强调泡泡玛特提供的“情绪疗愈价值”仍有市场需求。</p><h3 id=\"id_252948573\">二级市场热度降温</h3><p>这场舆论风波发生之际,Labubu在二级市场的价格也明显降温。根据二手交易平台“千岛网”(Qiandao)数据,部分Labubu收藏品的转售价格已接近甚至低于官方零售价,这与此前一度暴涨的行情形成鲜明对比。</p><p>例如,“Big Into Energy”系列Labubu的平均售价从6月的4,678元跌至目前不足600元。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/962c3b87561d676b944de86bd9cae68b\" alt=\"\" title=\"\" tg-width=\"1858\" tg-height=\"1045\"/></p><p>Bernstein指出,二手市场交易量下降是“IP疲劳的早期信号”;不过,也有分析师认为,这更多与公司增加供给、加强变现相关。</p><p>汇丰银行分析师Lina Yan 表示,公司正努力恢复转售市场的“价格信号功能”——即价格变化反映供需动态,而不是人为推高价格以刺激销量。</p><p>浙江一名大学生Yiwan Fan表示,她收藏盲盒两年,如今决定在小红书上转售部分藏品。她说:“我花了很多钱抽到重复款,而黄牛却轻松抢到稀有款再高价转卖。”</p><p>泡泡玛特已尝试通过“加大供货量”抑制二级市场炒价。一位公司发言人9月曾表示,公司希望转售价格下跌,因为泡泡玛特只从“直接销售”中获利,而非二手市场。</p><p>晨星(Morningstar)分析师Jeff Zhang指出,部分旧系列价格下跌主要受补货和需求疲软影响。不过他同时强调,新款产品仍“一上架即售罄”,并预计公司未来增长更多来自海外市场。</p><p>Jeff Zhang近日将泡泡玛特目标价上调至280港元,理由是公司通过推出新IP与新产品强化海外布局,营收前景改善。</p><h3 id=\"id_429669633\">IP驱动的增长故事</h3><p>不过,部分分析师比Bernstein更为乐观,认为泡泡玛特的IP组合仍具韧性,短期内有进一步增长空间。</p><p>汇丰的Lina Yan 表示,泡泡玛特仍处于全球化扩张的“成长阶段”,未来有望与乐高(Lego)、三丽鸥(Sanrio)及Jelly Cat等国际品牌竞争。她为公司设定的目标价为392.5港元。</p><p>晨星的Jeff Zhang预计,泡泡玛特的销售增长将在2026年后放缓,但将2025年营收预测上调24%至400亿元人民币,远超管理层此前的300亿元指引。</p><p>泡泡玛特上月报告称,其第三季度营收同比增长逾三倍,其中美国市场销售激增约1,270%;上半年营收同样增长三倍,达到139亿元人民币。</p><p>尽管营收增幅惊人,公司股价在10月21日财报公布后仍下跌8%。</p><p>Lina Yan 指出,原因在于“做空兴趣创新高”,投资者将“强劲销售数据与转售价格下跌”视为Labubu IP热度见顶的“做空信号”。</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\" 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#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曾推动泡泡玛特股价飙升,但Bernstein称现在是时候卖出了\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\">2025-11-12 10:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/52c22efe151738ed7e3dd148b5a9512e\" alt=\"\" title=\"\" tg-width=\"1858\" tg-height=\"1045\"/></p><p>Labubu玩偶俘获了无数粉丝的心,也推动了最炙手可热的股票 <a href=\"https://laohu8.com/S/09992\">泡泡玛特</a> 泡(Pop Mart),其股价自年初以来飙升逾270%,于8月26日触及339.8港元的高点。但在热潮背后,市场出现了明显分化:一边是坚信品牌情绪价值的“信徒”,另一边则是担忧再度追逐消费泡沫的谨慎投资者。</p><p>上周,Bernstein的中国消费品分析团队(由Melinda Hu带领)对泡泡玛特发出谨慎信号,给予“跑输大盘”(underperform)评级,并设定225港元目标价。</p><p>Bernstein警告称,泡泡玛特的业务依赖“潮流驱动的收藏品”,因此需求波动剧烈。该机构认为,泡泡玛特属于“投机浪潮型企业”,通常经历5至10年的兴衰周期。</p><p>分析师指出:“尽管公司通过精细的知识产权(IP)开发和盲盒机制制造出一种‘可预测性幻象’,但其实仍面临高度集中风险,以及潮流市场普遍存在的结构性脆弱性。”</p><p>Melinda Hu强调,Labubu的成功掩盖了泡泡玛特的“结构性脆弱点”,因为要再打造出同等级爆款角色并维持热度“变得越来越难”;与此同时,现有IP也面临转售投机风险和消费者对单一角色“审美疲劳”的威胁。</p><p>Melinda Hu表示,“如果Labubu的热度衰退速度超过新系列IP的成长速度,整个增长故事将土崩瓦解。”</p><p>随着“露齿微笑”的Labubu毛绒玩偶热度不可避免地减退,泡泡玛特面临着迫切的IP多元化压力。公司也推出了如Skullpanda和Crybaby等角色,但尚无一款能复制Labubu的爆红轨迹。</p><p>自8月高点以来,公司港股股价已下跌近30%,截至本周一收于221.4港元,主要受获利了结与需求可持续性担忧影响。</p><blockquote><p>“如果Labubu的热度衰退速度超过新系列IP的成长速度,整个增长故事将土崩瓦解。”<br/>——Bernstein中国消费品分析师 Melinda Hu</p></blockquote><h3 id=\"id_2524886076\">情绪价值,值多少钱?</h3><p>上周四,一场直播让泡泡玛特陷入公关危机:一名员工在直播中质疑盲盒售价,这段视频随后疯传,引发网友对泡泡玛特高溢价玩具的吐槽。</p><p>“这卖79块?太离谱了吧。”一名女员工在直播中说道,显然没意识到正在录制。视频中一名男同事回应:“反正他们还会买。”</p><p>这段对话引发了社交媒体的热议,不少网友指责泡泡玛特“定价虚高”。有人甚至称这位女员工是“说出了真相的人”。上周五股价暴跌逾5%,创5月以来新低,但本周一又反弹8%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e13ad0d87a334456c489ea91a0fb7fd6\" tg-width=\"560\" tg-height=\"240\"/></p><p>在一次罕见的企业舆论评论中,前《环球时报》总编辑胡锡进在社交媒体发文,将此次直播风波称为“内部管理的小失误”,同时强调泡泡玛特提供的“情绪疗愈价值”仍有市场需求。</p><h3 id=\"id_252948573\">二级市场热度降温</h3><p>这场舆论风波发生之际,Labubu在二级市场的价格也明显降温。根据二手交易平台“千岛网”(Qiandao)数据,部分Labubu收藏品的转售价格已接近甚至低于官方零售价,这与此前一度暴涨的行情形成鲜明对比。</p><p>例如,“Big Into Energy”系列Labubu的平均售价从6月的4,678元跌至目前不足600元。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/962c3b87561d676b944de86bd9cae68b\" alt=\"\" title=\"\" tg-width=\"1858\" tg-height=\"1045\"/></p><p>Bernstein指出,二手市场交易量下降是“IP疲劳的早期信号”;不过,也有分析师认为,这更多与公司增加供给、加强变现相关。</p><p>汇丰银行分析师Lina Yan 表示,公司正努力恢复转售市场的“价格信号功能”——即价格变化反映供需动态,而不是人为推高价格以刺激销量。</p><p>浙江一名大学生Yiwan Fan表示,她收藏盲盒两年,如今决定在小红书上转售部分藏品。她说:“我花了很多钱抽到重复款,而黄牛却轻松抢到稀有款再高价转卖。”</p><p>泡泡玛特已尝试通过“加大供货量”抑制二级市场炒价。一位公司发言人9月曾表示,公司希望转售价格下跌,因为泡泡玛特只从“直接销售”中获利,而非二手市场。</p><p>晨星(Morningstar)分析师Jeff Zhang指出,部分旧系列价格下跌主要受补货和需求疲软影响。不过他同时强调,新款产品仍“一上架即售罄”,并预计公司未来增长更多来自海外市场。</p><p>Jeff Zhang近日将泡泡玛特目标价上调至280港元,理由是公司通过推出新IP与新产品强化海外布局,营收前景改善。</p><h3 id=\"id_429669633\">IP驱动的增长故事</h3><p>不过,部分分析师比Bernstein更为乐观,认为泡泡玛特的IP组合仍具韧性,短期内有进一步增长空间。</p><p>汇丰的Lina Yan 表示,泡泡玛特仍处于全球化扩张的“成长阶段”,未来有望与乐高(Lego)、三丽鸥(Sanrio)及Jelly Cat等国际品牌竞争。她为公司设定的目标价为392.5港元。</p><p>晨星的Jeff Zhang预计,泡泡玛特的销售增长将在2026年后放缓,但将2025年营收预测上调24%至400亿元人民币,远超管理层此前的300亿元指引。</p><p>泡泡玛特上月报告称,其第三季度营收同比增长逾三倍,其中美国市场销售激增约1,270%;上半年营收同样增长三倍,达到139亿元人民币。</p><p>尽管营收增幅惊人,公司股价在10月21日财报公布后仍下跌8%。</p><p>Lina Yan 指出,原因在于“做空兴趣创新高”,投资者将“强劲销售数据与转售价格下跌”视为Labubu IP热度见顶的“做空信号”。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/962c3b87561d676b944de86bd9cae68b","relate_stocks":{"09992":"泡泡玛特"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123395672","content_text":"Labubu玩偶俘获了无数粉丝的心,也推动了最炙手可热的股票 泡泡玛特 泡(Pop Mart),其股价自年初以来飙升逾270%,于8月26日触及339.8港元的高点。但在热潮背后,市场出现了明显分化:一边是坚信品牌情绪价值的“信徒”,另一边则是担忧再度追逐消费泡沫的谨慎投资者。上周,Bernstein的中国消费品分析团队(由Melinda Hu带领)对泡泡玛特发出谨慎信号,给予“跑输大盘”(underperform)评级,并设定225港元目标价。Bernstein警告称,泡泡玛特的业务依赖“潮流驱动的收藏品”,因此需求波动剧烈。该机构认为,泡泡玛特属于“投机浪潮型企业”,通常经历5至10年的兴衰周期。分析师指出:“尽管公司通过精细的知识产权(IP)开发和盲盒机制制造出一种‘可预测性幻象’,但其实仍面临高度集中风险,以及潮流市场普遍存在的结构性脆弱性。”Melinda Hu强调,Labubu的成功掩盖了泡泡玛特的“结构性脆弱点”,因为要再打造出同等级爆款角色并维持热度“变得越来越难”;与此同时,现有IP也面临转售投机风险和消费者对单一角色“审美疲劳”的威胁。Melinda Hu表示,“如果Labubu的热度衰退速度超过新系列IP的成长速度,整个增长故事将土崩瓦解。”随着“露齿微笑”的Labubu毛绒玩偶热度不可避免地减退,泡泡玛特面临着迫切的IP多元化压力。公司也推出了如Skullpanda和Crybaby等角色,但尚无一款能复制Labubu的爆红轨迹。自8月高点以来,公司港股股价已下跌近30%,截至本周一收于221.4港元,主要受获利了结与需求可持续性担忧影响。“如果Labubu的热度衰退速度超过新系列IP的成长速度,整个增长故事将土崩瓦解。”——Bernstein中国消费品分析师 Melinda Hu情绪价值,值多少钱?上周四,一场直播让泡泡玛特陷入公关危机:一名员工在直播中质疑盲盒售价,这段视频随后疯传,引发网友对泡泡玛特高溢价玩具的吐槽。“这卖79块?太离谱了吧。”一名女员工在直播中说道,显然没意识到正在录制。视频中一名男同事回应:“反正他们还会买。”这段对话引发了社交媒体的热议,不少网友指责泡泡玛特“定价虚高”。有人甚至称这位女员工是“说出了真相的人”。上周五股价暴跌逾5%,创5月以来新低,但本周一又反弹8%。在一次罕见的企业舆论评论中,前《环球时报》总编辑胡锡进在社交媒体发文,将此次直播风波称为“内部管理的小失误”,同时强调泡泡玛特提供的“情绪疗愈价值”仍有市场需求。二级市场热度降温这场舆论风波发生之际,Labubu在二级市场的价格也明显降温。根据二手交易平台“千岛网”(Qiandao)数据,部分Labubu收藏品的转售价格已接近甚至低于官方零售价,这与此前一度暴涨的行情形成鲜明对比。例如,“Big Into Energy”系列Labubu的平均售价从6月的4,678元跌至目前不足600元。Bernstein指出,二手市场交易量下降是“IP疲劳的早期信号”;不过,也有分析师认为,这更多与公司增加供给、加强变现相关。汇丰银行分析师Lina Yan 表示,公司正努力恢复转售市场的“价格信号功能”——即价格变化反映供需动态,而不是人为推高价格以刺激销量。浙江一名大学生Yiwan Fan表示,她收藏盲盒两年,如今决定在小红书上转售部分藏品。她说:“我花了很多钱抽到重复款,而黄牛却轻松抢到稀有款再高价转卖。”泡泡玛特已尝试通过“加大供货量”抑制二级市场炒价。一位公司发言人9月曾表示,公司希望转售价格下跌,因为泡泡玛特只从“直接销售”中获利,而非二手市场。晨星(Morningstar)分析师Jeff Zhang指出,部分旧系列价格下跌主要受补货和需求疲软影响。不过他同时强调,新款产品仍“一上架即售罄”,并预计公司未来增长更多来自海外市场。Jeff Zhang近日将泡泡玛特目标价上调至280港元,理由是公司通过推出新IP与新产品强化海外布局,营收前景改善。IP驱动的增长故事不过,部分分析师比Bernstein更为乐观,认为泡泡玛特的IP组合仍具韧性,短期内有进一步增长空间。汇丰的Lina Yan 表示,泡泡玛特仍处于全球化扩张的“成长阶段”,未来有望与乐高(Lego)、三丽鸥(Sanrio)及Jelly Cat等国际品牌竞争。她为公司设定的目标价为392.5港元。晨星的Jeff Zhang预计,泡泡玛特的销售增长将在2026年后放缓,但将2025年营收预测上调24%至400亿元人民币,远超管理层此前的300亿元指引。泡泡玛特上月报告称,其第三季度营收同比增长逾三倍,其中美国市场销售激增约1,270%;上半年营收同样增长三倍,达到139亿元人民币。尽管营收增幅惊人,公司股价在10月21日财报公布后仍下跌8%。Lina Yan 指出,原因在于“做空兴趣创新高”,投资者将“强劲销售数据与转售价格下跌”视为Labubu IP热度见顶的“做空信号”。","news_type":1,"symbols_score_info":{"09992":2}},"isVote":1,"tweetType":1,"viewCount":1198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496987468555096,"gmtCreate":1762357994110,"gmtModify":1762357996542,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"themes":[],"htmlText":"必须是赌徒型选手![财迷][财迷][财迷]","listText":"必须是赌徒型选手![财迷][财迷][财迷]","text":"必须是赌徒型选手![财迷][财迷][财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496987468555096","isVote":1,"tweetType":1,"viewCount":871,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496103184347824,"gmtCreate":1762149596871,"gmtModify":1762149598835,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"themes":[],"title":"","htmlText":"<a 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