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港股异动 泡泡玛特(09992)涨超3% 机构看好传统销售旺季需求强劲
Jin Rong Jie· 2025-11-26 08:05
智通财经获悉,泡泡玛特(09992)涨超3%,截至发稿,涨3%,报206.2港元,成交额15.06亿港元。 消息面上,浦银国际近期研报指出,最新的高频数据显示,美国11月第一周的销售数据再次回到较高的 增速。该行预计公司在美国市场的销售数据有望在11月的感恩节季以及12月的圣诞季维持较高的增长。 中邮证券也认为,Q4是泡泡玛特的传统销售旺季,万圣节、黑色星期五及圣诞节来临,欧美为核心的 海外市场将迎来强劲的礼品和潮玩消费需求。 本文源自:智通财经网 ...
港股异动 | 泡泡玛特(09992)涨超3% 机构看好传统销售旺季需求强劲
智通财经网· 2025-11-26 06:56
Core Viewpoint - Pop Mart (09992) has seen a stock price increase of over 3%, currently trading at 206.2 HKD with a transaction volume of 1.506 billion HKD, indicating positive market sentiment towards the company [1]. Group 1: Sales Performance - According to recent high-frequency data from Ping An International, U.S. sales data for the first week of November has returned to a high growth rate [1]. - The company is expected to maintain strong sales performance in the U.S. market during the Thanksgiving season in November and the Christmas season in December [1]. Group 2: Seasonal Demand - China Post Securities notes that Q4 is a traditional peak sales season for Pop Mart, with Halloween, Black Friday, and Christmas approaching [1]. - The overseas markets, particularly in Europe and the U.S., are anticipated to experience robust demand for gifts and trendy toys during this period [1].