$泡泡玛特(0999_老虎社区_美港股上老虎

省心省力

04-29

$泡泡玛特(09992)$ 泡泡玛特IP盲盒模式算是全国顶级的，而且是线上线下联动。社交属性和收藏黏性都非常强，再加上海外开店提速，业绩放量可期。趋势大概率延续，逢回调加仓继续拿。

惨遭机构看空！泡泡玛特后市你还看好吗？

美国“黑五”销售疑不及预期，泡泡玛特做空比例创两年新高，周一盘中股价跌近10%，德银报告称现在卖这么多，没稀缺性了，大幅度下调了2026年业绩预期。【大家觉得泡泡玛特的商品需求下降了吗？后面你会考虑抄底吗？】

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