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摩根大通:拉布布正崛起为超级IP 今年海外销售额料增152%

美国摩根大通发布报告称,中国潮玩角色拉布布(Labubu)正崛起为“超级IP”,今年的海外销售额预计同比增加152%。

综合中国第一财经和智通财经报道,摩根大通在研报中给予泡泡玛特“增持”评级,目标价250港元(41新元)。拉布布是泡泡玛特签约艺术家龙家升创作的北欧森林小精灵,属于怪兽系列的核心IP。

摩根大通形容泡泡玛特是中国IP商品市场领导者,旗下Labubu正崛起为“超级IP”,其搜索热度5月已超过Hello Kitty。与Hello Kitty相比,Labubu更注重自主运营,通过盲盒形式吸引消费者,并拓展联名合作。此外,人工智能(AI)玩具或成为未来增长引擎,助力泡泡玛特引领行业潮流。

摩根大通预计,其海外销售额在2025年同比增加152%,2025至2027年的年复合增长率为42%,占2027年销售额的65%。

在香港挂牌的泡泡玛特股价,星期四(5月22日)开盘后一度大涨超过5%,股价截至下午3时44分上升2.78%。

#摩根大通



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摩根大通:拉布布正崛起为超级IP 今年海外销售额料增152%

美国摩根大通发布报告称,中国潮玩角色拉布布(Labubu)正崛起为“超级IP”,今年的海外销售额预计同比增加152%。

综合中国第一财经和智通财经报道,摩根大通在研报中给予泡泡玛特“增持”评级,目标价250港元(41新元)。拉布布是泡泡玛特签约艺术家龙家升创作的北欧森林小精灵,属于怪兽系列的核心IP。

摩根大通形容泡泡玛特是中国IP商品市场领导者,旗下Labubu正崛起为“超级IP”,其搜索热度5月已超过Hello Kitty。与Hello Kitty相比,Labubu更注重自主运营,通过盲盒形式吸引消费者,并拓展联名合作。此外,人工智能(AI)玩具或成为未来增长引擎,助力泡泡玛特引领行业潮流。

摩根大通预计,其海外销售额在2025年同比增加152%,2025至2027年的年复合增长率为42%,占2027年销售额的65%。

在香港挂牌的泡泡玛特股价,星期四(5月22日)开盘后一度大涨超过5%,股价截至下午3时44分上升2.78%。

#摩根大通

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Why Telegram?

Telegram has no known backdoors and, even though it is come in for criticism for using proprietary encryption methods instead of open-source ones, those have yet to be compromised. While no messaging app can guarantee a 100% impermeable defense against determined attackers, Telegram is vulnerabilities are few and either theoretical or based on spoof files fooling users into actively enabling an attack.

NEWS: Telegram supports Facetime video calls NOW!

Secure video calling is in high demand. As an alternative to Zoom, many people are using end-to-end encrypted apps such as WhatsApp, FaceTime or Signal to speak to friends and family face-to-face since coronavirus lockdowns started to take place across the world. There’s another option—secure communications app Telegram just added video calling to its feature set, available on both iOS and Android. The new feature is also super secure—like Signal and WhatsApp and unlike Zoom (yet), video calls will be end-to-end encrypted.

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