新浪科技讯 9月30日上午消息，昨日22点，泡泡玛特"星星人美味时刻系列"正式发售，产品秒售罄，新 品造疯抢迅速登上微博热搜。 得物App数据显示，隐藏款"小熊饼干"最高成交价从59元上涨至929元，成交价上涨870元，溢价近15 倍，是近期溢价最高的系列；单个盲盒成交价从59元上涨至249元，溢价3.2倍；整盒成交价从354元上 涨至1319元，溢价2.7倍；成交热度TOP3分别为"香草脆"、"抹茶酥"、"咸曲奇"，溢价均超过5倍。在得 物App上，有超9000用户"想要"。 趁着国庆长假来临，泡泡玛特一次性预告了包括挂件、手办、抱枕、手机挂绳、耳机包等多个周边，其 中该系列毛绒法棍抱枕价格从169元上涨至495元，溢价1.9倍，在周边产品中也属于较高溢价水平。 责任编辑：杨赐 | 1 M- | 确认款-隐藏款-小熊饼干(拆盒 | ¥579 | 28分钟前 | | --- | --- | --- | --- | | | 拆袋) | | | | Fo S* | 确认款-隐藏款-小熊饼干(拆盒 | 6695 | 1小时前 | | | 拆袋) | | | | - K* | 确认款-隐藏款-小熊饼干(拆盒 | 68 ...

【#星星人美味时刻系列已溢价到近千元#，未发售先溢价】 C 退货运费险 · 描述不符包邮退 星星人美味时刻系列手办 泡泡玛特星星人 整端 预售 不分开发,9.29预售,官方直接改地址! ! ! 改不了到货包邮!!! 栗子奶油 21在售|关联IP [星星人」 0 0 1/5 ¥59 据新浪财经报道，今晚10点，泡泡玛特将发售"星星人美味时刻系列"。据泡泡玛特9月19日的预告，此 次发售的新品，包含星星人美味时刻系列手办及衍生周边毛绒挂件、抱枕等，其中毛绒挂件成为此次新 品关注的焦点，售价59元一个，一共是6个常规款，一个隐藏款。据悉，此次星星人的毛绒挂件也是首 次低于79元。 记者发现，在二手交易平台上，一端（整盒6个）的价格大约在600-900元，已经是官方354元的定价的 一倍多。某二手交易平台数据显示，已售出的一端价格均价856元，已有近300人付款。隐藏款"小熊饼 干"最高成交价从59元上涨至929元，溢价约15倍。成交热度TOP3分别为"香草脆""抹茶酥""咸曲奇"，溢 价均超过3.6倍，热度最低的"甜奶油"溢价也达到了3.3倍。 "星星人美味时刻系列"手办也受到追捧，该系列一端12个，外加一个隐藏款 ...

Investment Rating - The report maintains a "Buy" rating for stocks, expecting a relative return of over 20% within the next six months [23] Core Insights - The Hong Kong stock market showed positive momentum with the Hang Seng Index rising by 0.59% and the Hang Seng Technology Index increasing by 5.09% during the week [1] - Tencent's release of the Mixed Yuan 3D 3.0 model is expected to enhance the valuation of Hong Kong technology stocks, with significant improvements in modeling precision and detail [2][6] - Continuous structural inflow of southbound funds is noted, particularly into internet and consumer sectors, with major investments in Alibaba, Meituan, and Pop Mart [2][18] Summary by Sections Market Overview - The Hang Seng Index increased by 0.59% with a trading volume of 1.73 trillion yuan, while the Hang Seng Technology Index rose by 5.09% [1] - Southbound funds recorded a net inflow of 33.726 billion yuan for the week, totaling 1,031.159 billion yuan year-to-date, which is 138.59% of the total net inflow for 2024 [1][16] Sector Performance - The top-performing sectors for the week were Electrical Equipment and Semiconductors, with weekly gains of 15.57% and 9.85% respectively [1] - Notable stocks included CATL in the Electrical Equipment sector, which saw a weekly increase of 19.11%, and SMIC and Hua Hong Semiconductor in the Semiconductor sector, which rose by 11.16% and 18.47% respectively [1] AI and Technology Developments - Tencent's Mixed Yuan 3D 3.0 model boasts a threefold increase in modeling precision and supports ultra-high-definition modeling with 3.6 billion voxels, aimed at various industries including gaming and e-commerce [2][6] - The report suggests focusing on platform-based internet companies with synergistic advantages in computing power and application scenarios, including Tencent, Kuaishou, Alibaba, and others [2] Investment Recommendations - For internet companies, Tencent is projected to have a PE of 25X for 2025, with strong overseas gaming growth expected to continue [2] - Meituan is anticipated to maintain stable growth, while Alibaba's cloud business is expected to sustain high growth rates [2] - In the new consumption sector, Pop Mart is highlighted for its accelerating global IP strategy and significant profit potential [3]