泡泡玛特(9992.HK)今日表现强势，盘中一度涨6.74%，报291.4港元。消息面上，摩根大通将泡泡玛特 评级由"中性"上调至"增持"，目标价也由300港元上调至320港元，称在盈利预测调整后，其估值具有吸 引力。摩通报告指出，基于泡泡玛特的人气IP"拉布布"(Labubu)及星星人(Twinkle Twinkle)的强劲销售势 头，将2025至2027年的盈利预测上调5%至7%。 ...

Group 1 - Southbound funds net bought Hong Kong stocks worth 11.942 billion HKD on September 1, with notable purchases including Alibaba-W (4.921 billion HKD), Tencent Holdings (1.234 billion HKD), and BYD Company (0.809 billion HKD) [1] - Southbound funds have continuously net bought Alibaba for 7 days, totaling 10.89652 billion HKD, and have net sold Xiaomi for 7 days, totaling 4.9962 billion HKD [1] Group 2 - JPMorgan raised the target price for Alibaba from 135 HKD to 165 HKD, an increase of 22%, while maintaining an "Overweight" rating [2] Group 3 - Tencent Holdings repurchased 910,000 shares for 550.5 million HKD on September 1 [3] - BYD's August sales of new energy vehicles reached 373,626 units, up from 373,100 units in the same month last year, with cumulative sales from January to August at 2.864 million units, a year-on-year increase of 23% [3] - Xiaomi's vehicle deliveries exceeded 30,000 units in August, with plans to open 32 new stores in September, expanding its presence in 14 cities [3] - The secondary market trading of Pop Mart's "Labubu" in Japan has increased significantly, with transaction volume in July 2025 rising to 66 times compared to early 2025 [3]