这篇文章不错，转发给_老虎社区_美港股上老虎 - 老虎社区

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小苹果儿儿
03-14 14:29

这篇文章不错，转发给大家看看

高盛研报看好中国潮流零售与玩具行业，名创优品与泡泡玛特表现佳

@港股研究社：

港股研究社讯，近期，高盛发布了一份关于中国潮流零售与玩具行业的研报，其中名创优品（09896）和泡泡玛特（09992）等表现势头良好，备受市场关注。研报指出，虽然中国市场1-2月是新IP推出的相对淡季，但春节档电影《哪吒》的强大IP效应为行业带来了新机遇。特别是泡泡玛特，与该IP合作推出了一系列产品，备受消费者喜爱。在海外市场方面，名创优品的销售增长势头依然强劲，门店网络不断扩张；泡泡玛特在英国曼彻斯特的新店开业成功，客流量大，且公司对2025年在美国的扩张持积极态度。除了泡泡玛特和名创优品，布鲁可（00325）的表现也值得关注。虽然第一季度是布鲁可新IP推出的淡季，但现有IP产品仍表现出色，尤其是变形金刚和漫威系列产品。在天猫旗舰店，EVA产品持续热销，宝可梦系列销售额也有所增长。

高盛研报看好中国潮流零售与玩具行业，名创优品与泡泡玛特表现佳

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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