社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
feld82
IP属地:上海
+关注
帖子 · 10
帖子 · 10
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
feld82
feld82
·
04-30
$小米集团-W(01810)$
真的很拉,连跌7个月
看
604
回复
1
点赞
2
编组 21备份 2
分享
举报
feld82
feld82
·
04-15
$小米集团-W(01810)$
太虚了
看
269
回复
评论
点赞
1
编组 21备份 2
分享
举报
feld82
feld82
·
01-09
$小米集团-W(01810)$
大盘连涨5天你连跌5天,真🐮
看
3,152
回复
4
点赞
3
编组 21备份 2
分享
举报
feld82
feld82
·
2025-09-02
$猫屎咖啡控股(01869)$
看
1,007
回复
评论
点赞
1
编组 21备份 2
分享
举报
feld82
feld82
·
2025-06-19
护城河是黄牛?
异动解读 | 泡泡玛特盘中大跌5.18%,Labubu新品预售或影响黄牛炒作
港股上市公司泡泡玛特今日盘中大跌5.18%,截至11:21,股价报251.6港元。首先,昨日晚间泡泡玛特旗下热门IP Labubu第三代搪胶毛绒产品"前方高能"系列首次开启全球范围线上预售,大幅增加了市场供应量。供应增加或影响了投资者对泡泡玛特产品稀缺性的预期。值得注意的是,尽管股价今日下跌,但摩根大通仍看好泡泡玛特前景。泡泡玛特今年以来股价涨幅巨大,截至昨日收盘仍上涨近190%。
异动解读 | 泡泡玛特盘中大跌5.18%,Labubu新品预售或影响黄牛炒作
看
2,472
回复
评论
点赞
2
编组 21备份 2
分享
举报
feld82
feld82
·
2025-06-19
是滴哟
大行评级|摩根大通:上调泡泡玛特目标价至330港元 重申为中国消费品领域首选
摩根大通发表研究报告指,对泡泡玛特旗下IP产品Labubu和Crybaby在全球范围内快速增长的品牌热度及消费者需求印象深刻。对于大多数IP的新款毛公仔售价上涨14%至87%,与可口可乐的成功合作,以
大行评级|摩根大通:上调泡泡玛特目标价至330港元 重申为中国消费品领域首选
看
1,950
回复
评论
点赞
1
编组 21备份 2
分享
举报
feld82
feld82
·
2025-06-18
买的认沽证,仓位少应该还好。
看
1,791
回复
评论
点赞
1
编组 21备份 2
分享
举报
feld82
feld82
·
2025-06-18
没忍住做空了一点泡泡
看
1,601
回复
评论
点赞
1
编组 21备份 2
分享
举报
feld82
feld82
·
2024-10-15
今天暴跌又是咋解释?
非常抱歉,此主贴已删除
看
3,952
回复
评论
点赞
1
编组 21备份 2
分享
举报
feld82
feld82
·
2024-05-20
$Faraday Future(FFIE)$
2以上all in放空
看
5,791
回复
2
点赞
2
编组 21备份 2
分享
举报
加载更多
暂无粉丝
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"4178522526821662","uuid":"4178522526821662","gmtCreate":1715569438062,"gmtModify":1716213820931,"name":"feld82","pinyin":"feld82","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/4bea610dc2e2197e2b3212cdd09a289c","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":22,"tweetSize":10,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.06.26","exceedPercentage":"93.99%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.06.12","exceedPercentage":"93.82%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.05.25","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.05.17","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":8,"crmLevelSwitch":0,"location":"上海","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":14,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":559123369050688,"gmtCreate":1777536526500,"gmtModify":1777536528503,"author":{"id":"4178522526821662","authorId":"4178522526821662","name":"feld82","avatar":"https://static.tigerbbs.com/4bea610dc2e2197e2b3212cdd09a289c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178522526821662","authorIdStr":"4178522526821662"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 真的很拉,连跌7个月","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 真的很拉,连跌7个月","text":"$小米集团-W(01810)$ 真的很拉,连跌7个月","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/559123369050688","isVote":1,"tweetType":1,"viewCount":604,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4178522526821662","authorId":"4178522526821662","name":"feld82","avatar":"https://static.tigerbbs.com/4bea610dc2e2197e2b3212cdd09a289c","crmLevel":8,"crmLevelSwitch":0,"idStr":"4178522526821662","authorIdStr":"4178522526821662"},"content":"之前有阴跌12个月的记录","text":"之前有阴跌12个月的记录","html":"之前有阴跌12个月的记录"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553710263908024,"gmtCreate":1776217768310,"gmtModify":1776217770077,"author":{"id":"4178522526821662","authorId":"4178522526821662","name":"feld82","avatar":"https://static.tigerbbs.com/4bea610dc2e2197e2b3212cdd09a289c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178522526821662","authorIdStr":"4178522526821662"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 太虚了","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 太虚了","text":"$小米集团-W(01810)$ 太虚了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553710263908024","isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519882831967576,"gmtCreate":1767945777789,"gmtModify":1767945779956,"author":{"id":"4178522526821662","authorId":"4178522526821662","name":"feld82","avatar":"https://static.tigerbbs.com/4bea610dc2e2197e2b3212cdd09a289c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178522526821662","authorIdStr":"4178522526821662"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 大盘连涨5天你连跌5天,真🐮","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 大盘连涨5天你连跌5天,真🐮","text":"$小米集团-W(01810)$ 大盘连涨5天你连跌5天,真🐮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/519882831967576","isVote":1,"tweetType":1,"viewCount":3152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474126901878840,"gmtCreate":1756777375028,"gmtModify":1756777375704,"author":{"id":"4178522526821662","authorId":"4178522526821662","name":"feld82","avatar":"https://static.tigerbbs.com/4bea610dc2e2197e2b3212cdd09a289c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178522526821662","authorIdStr":"4178522526821662"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01869\">$猫屎咖啡控股(01869)$ </a> ","listText":"<a href=\"https://laohu8.com/S/01869\">$猫屎咖啡控股(01869)$ </a> ","text":"$猫屎咖啡控股(01869)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474126901878840","isVote":1,"tweetType":1,"viewCount":1007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":447555774640592,"gmtCreate":1750304787805,"gmtModify":1750304789332,"author":{"id":"4178522526821662","authorId":"4178522526821662","name":"feld82","avatar":"https://static.tigerbbs.com/4bea610dc2e2197e2b3212cdd09a289c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178522526821662","authorIdStr":"4178522526821662"},"themes":[],"title":"","htmlText":"护城河是黄牛?","listText":"护城河是黄牛?","text":"护城河是黄牛?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447555774640592","repostId":"1165556164","repostType":2,"repost":{"id":"1165556164","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1750303358,"share":"https://www.laohu8.com/m/news/1165556164?lang=zh_CN&edition=full","pubTime":"2025-06-19 11:22","market":"hk","language":"zh","title":"异动解读 | 泡泡玛特盘中大跌5.18%,Labubu新品预售或影响黄牛炒作","url":"https://stock-news.laohu8.com/highlight/detail?id=1165556164","media":"异动解读","summary":"港股上市公司泡泡玛特今日盘中大跌5.18%,截至11:21,股价报251.6港元。首先,昨日晚间泡泡玛特旗下热门IP Labubu第三代搪胶毛绒产品\"前方高能\"系列首次开启全球范围线上预售,大幅增加了市场供应量。供应增加或影响了投资者对泡泡玛特产品稀缺性的预期。值得注意的是,尽管股价今日下跌,但摩根大通仍看好泡泡玛特前景。泡泡玛特今年以来股价涨幅巨大,截至昨日收盘仍上涨近190%。","content":"<p>港股上市公司泡泡玛特(09992.HK)今日盘中大跌5.18%,截至11:21,股价报251.6港元。</p>\n\n<p>分析人士认为,此次下跌主要有以下几个原因:</p>\n\n<p>首先,昨日晚间泡泡玛特旗下热门IP Labubu第三代搪胶毛绒产品\"前方高能\"系列首次开启全球范围线上预售,大幅增加了市场供应量。据报道,全渠道预计补货量在400-500万左右,这直接冲击了二级市场。黄牛回收价格出现腰斩式下跌,整盒6个盲盒回收价从预售前的1500-2800元骤降至650-800元。供应增加或影响了投资者对泡泡玛特产品稀缺性的预期。</p>\n\n<p>其次,港交所数据显示,南向资金昨日净卖出约6.1亿港元泡泡玛特股票,显示部分内地资金选择获利了结。</p>\n\n<p>值得注意的是,尽管股价今日下跌,但摩根大通仍看好泡泡玛特前景。该行今日发布研报,将泡泡玛特目标价由250港元上调至330港元,以1.5倍市盈增长率(PEG)为基准,维持\"增持\"评级。摩根大通预测2025年上半年泡泡玛特盈利将达35亿元人民币,超过2024年全年盈利。</p>\n\n<p>泡泡玛特今年以来股价涨幅巨大,截至昨日收盘仍上涨近190%。今日的回调或为获利回吐,投资者仍需关注公司基本面变化及产品销售情况。</p>","source":"ai_movement_cn","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>异动解读 | 泡泡玛特盘中大跌5.18%,Labubu新品预售或影响黄牛炒作</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异动解读 | 泡泡玛特盘中大跌5.18%,Labubu新品预售或影响黄牛炒作\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-06-19 11:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>港股上市公司泡泡玛特(09992.HK)今日盘中大跌5.18%,截至11:21,股价报251.6港元。</p>\n\n<p>分析人士认为,此次下跌主要有以下几个原因:</p>\n\n<p>首先,昨日晚间泡泡玛特旗下热门IP Labubu第三代搪胶毛绒产品\"前方高能\"系列首次开启全球范围线上预售,大幅增加了市场供应量。据报道,全渠道预计补货量在400-500万左右,这直接冲击了二级市场。黄牛回收价格出现腰斩式下跌,整盒6个盲盒回收价从预售前的1500-2800元骤降至650-800元。供应增加或影响了投资者对泡泡玛特产品稀缺性的预期。</p>\n\n<p>其次,港交所数据显示,南向资金昨日净卖出约6.1亿港元泡泡玛特股票,显示部分内地资金选择获利了结。</p>\n\n<p>值得注意的是,尽管股价今日下跌,但摩根大通仍看好泡泡玛特前景。该行今日发布研报,将泡泡玛特目标价由250港元上调至330港元,以1.5倍市盈增长率(PEG)为基准,维持\"增持\"评级。摩根大通预测2025年上半年泡泡玛特盈利将达35亿元人民币,超过2024年全年盈利。</p>\n\n<p>泡泡玛特今年以来股价涨幅巨大,截至昨日收盘仍上涨近190%。今日的回调或为获利回吐,投资者仍需关注公司基本面变化及产品销售情况。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09992":"泡泡玛特"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165556164","content_text":"港股上市公司泡泡玛特(09992.HK)今日盘中大跌5.18%,截至11:21,股价报251.6港元。\n分析人士认为,此次下跌主要有以下几个原因:\n首先,昨日晚间泡泡玛特旗下热门IP Labubu第三代搪胶毛绒产品\"前方高能\"系列首次开启全球范围线上预售,大幅增加了市场供应量。据报道,全渠道预计补货量在400-500万左右,这直接冲击了二级市场。黄牛回收价格出现腰斩式下跌,整盒6个盲盒回收价从预售前的1500-2800元骤降至650-800元。供应增加或影响了投资者对泡泡玛特产品稀缺性的预期。\n其次,港交所数据显示,南向资金昨日净卖出约6.1亿港元泡泡玛特股票,显示部分内地资金选择获利了结。\n值得注意的是,尽管股价今日下跌,但摩根大通仍看好泡泡玛特前景。该行今日发布研报,将泡泡玛特目标价由250港元上调至330港元,以1.5倍市盈增长率(PEG)为基准,维持\"增持\"评级。摩根大通预测2025年上半年泡泡玛特盈利将达35亿元人民币,超过2024年全年盈利。\n泡泡玛特今年以来股价涨幅巨大,截至昨日收盘仍上涨近190%。今日的回调或为获利回吐,投资者仍需关注公司基本面变化及产品销售情况。","news_type":1,"symbols_score_info":{"09992":1}},"isVote":1,"tweetType":1,"viewCount":2472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447545682416448,"gmtCreate":1750302636020,"gmtModify":1750302636923,"author":{"id":"4178522526821662","authorId":"4178522526821662","name":"feld82","avatar":"https://static.tigerbbs.com/4bea610dc2e2197e2b3212cdd09a289c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178522526821662","authorIdStr":"4178522526821662"},"themes":[],"title":"","htmlText":"是滴哟","listText":"是滴哟","text":"是滴哟","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447545682416448","repostId":"2544767138","repostType":2,"repost":{"id":"2544767138","kind":"live","pubTimestamp":1750300532,"share":"https://www.laohu8.com/m/news/2544767138?lang=zh_CN&edition=full","pubTime":"2025-06-19 10:35","market":"hk","language":"zh","title":"大行评级|摩根大通:上调泡泡玛特目标价至330港元 重申为中国消费品领域首选","url":"https://stock-news.laohu8.com/highlight/detail?id=2544767138","media":"格隆汇","summary":"摩根大通发表研究报告指,对泡泡玛特旗下IP产品Labubu和Crybaby在全球范围内快速增长的品牌热度及消费者需求印象深刻。对于大多数IP的新款毛公仔售价上涨14%至87%,与可口可乐的成功合作,以","content":"<html><body><p>摩根大通发表研究报告指,对泡泡玛特旗下IP产品Labubu和Crybaby在全球范围内快速增长的品牌热度及消费者需求印象深刻。对于大多数IP的新款毛公仔售价上涨14%至87%,与可口可乐的成功合作,以及可能于8月与优衣库合作,摩通将泡泡玛特2025至2027年盈测上调19%至23%,该行的预估比市场预期高出25%。该行将泡泡玛特目标价由250港元上调至330港元,以1.5倍市盈增长率(PEG)为基准(较同行的市值加权平均PEG约1.9倍折让20%),予“增持”评级。\n摩通认为,泡泡玛接下来的催化剂包括:(1)7月可能发布的盈喜,(2)即将推出的Labubu与朋友们动画(有望伴随新产品发布),以及(3)可能推出可互动性/AI玩具(公司目前尚未披露)。该行将泡泡玛特列入正面催化剂观察名单,预测2025年上半年盈利达35亿元,超过2024年全年盈利,并重申该股是摩通在中国消费品领域的首选股票。</p></body></html>","source":"live_gelonghui","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>大行评级|摩根大通:上调泡泡玛特目标价至330港元 重申为中国消费品领域首选</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大行评级|摩根大通:上调泡泡玛特目标价至330港元 重申为中国消费品领域首选\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-19 10:35 北京时间 <a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根大通发表研究报告指,对泡泡玛特旗下IP产品Labubu和Crybaby在全球范围内快速增长的品牌热度及消费者需求印象深刻。对于大多数IP的新款毛公仔售价上涨14%至87%,与可口可乐的成功合作,以及可能于8月与优衣库合作,摩通将泡泡玛特2025至2027年盈测上调19%至23%,该行的预估比市场预期高出25%。该行将泡泡玛特目标价由250港元上调至330港元,以1.5倍市盈增长率(PEG)为...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU1670711123.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) INC","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","IE00B3PB1722.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) INC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IP":"国际纸业","BK4533":"AQR资本管理(全球第二大对冲基金)","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","BK1224":"专卖店","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","BK4136":"纸材料包装","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE00BD4GTW91.USD":"LEGG MASON CLEARBRIDGEINFRASTRUCTURE VALUE \"A\" (USDHDG) INC","KO":"可口可乐","LU0971096721.USD":"富达环球金融服务 A","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU2097829019.USD":"AZ EQUITY - BORLETTI GLOBAL LIFESTYLE \"AI\" (USD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0496365809.HKD":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","IE00BMG7P819.SGD":"Legg Mason ClearBridge - Global Infrastructure Income A Mdis SGD-H Plus","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","SG9999002950.SGD":"United Asian Growth Opportunities SGD","09992":"泡泡玛特","BK4588":"碎股","LU0950375773.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC A","PEG":"公务集团"},"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2544767138","content_text":"摩根大通发表研究报告指,对泡泡玛特旗下IP产品Labubu和Crybaby在全球范围内快速增长的品牌热度及消费者需求印象深刻。对于大多数IP的新款毛公仔售价上涨14%至87%,与可口可乐的成功合作,以及可能于8月与优衣库合作,摩通将泡泡玛特2025至2027年盈测上调19%至23%,该行的预估比市场预期高出25%。该行将泡泡玛特目标价由250港元上调至330港元,以1.5倍市盈增长率(PEG)为基准(较同行的市值加权平均PEG约1.9倍折让20%),予“增持”评级。\n摩通认为,泡泡玛接下来的催化剂包括:(1)7月可能发布的盈喜,(2)即将推出的Labubu与朋友们动画(有望伴随新产品发布),以及(3)可能推出可互动性/AI玩具(公司目前尚未披露)。该行将泡泡玛特列入正面催化剂观察名单,预测2025年上半年盈利达35亿元,超过2024年全年盈利,并重申该股是摩通在中国消费品领域的首选股票。","news_type":1,"symbols_score_info":{"PEG":1,"IP":1,"KO":1,"09992":1}},"isVote":1,"tweetType":1,"viewCount":1950,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447354353717264,"gmtCreate":1750238855677,"gmtModify":1750239069669,"author":{"id":"4178522526821662","authorId":"4178522526821662","name":"feld82","avatar":"https://static.tigerbbs.com/4bea610dc2e2197e2b3212cdd09a289c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178522526821662","authorIdStr":"4178522526821662"},"themes":[],"title":"","htmlText":"买的认沽证,仓位少应该还好。","listText":"买的认沽证,仓位少应该还好。","text":"买的认沽证,仓位少应该还好。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447354353717264","isVote":1,"tweetType":1,"viewCount":1791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447265207792392,"gmtCreate":1750217211269,"gmtModify":1750217604178,"author":{"id":"4178522526821662","authorId":"4178522526821662","name":"feld82","avatar":"https://static.tigerbbs.com/4bea610dc2e2197e2b3212cdd09a289c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178522526821662","authorIdStr":"4178522526821662"},"themes":[],"title":"","htmlText":"没忍住做空了一点泡泡","listText":"没忍住做空了一点泡泡","text":"没忍住做空了一点泡泡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447265207792392","isVote":1,"tweetType":1,"viewCount":1601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360315738083416,"gmtCreate":1728986010482,"gmtModify":1728986833262,"author":{"id":"4178522526821662","authorId":"4178522526821662","name":"feld82","avatar":"https://static.tigerbbs.com/4bea610dc2e2197e2b3212cdd09a289c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178522526821662","authorIdStr":"4178522526821662"},"themes":[],"title":"","htmlText":"今天暴跌又是咋解释?","listText":"今天暴跌又是咋解释?","text":"今天暴跌又是咋解释?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360315738083416","repostId":"1118110204","repostType":2,"isVote":1,"tweetType":1,"viewCount":3952,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307985832653008,"gmtCreate":1716213694605,"gmtModify":1716213750139,"author":{"id":"4178522526821662","authorId":"4178522526821662","name":"feld82","avatar":"https://static.tigerbbs.com/4bea610dc2e2197e2b3212cdd09a289c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178522526821662","authorIdStr":"4178522526821662"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a> 2以上all in放空","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a> 2以上all in放空","text":"$Faraday Future(FFIE)$ 2以上all in放空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/307985832653008","isVote":1,"tweetType":1,"viewCount":5791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}