传媒板块龙头股布鲁可今日盘中大涨5.06%,引发了市场关注。从涨停信号来看,这与该公司较为看好的拼搭玩具市场前景有关。
布鲁可近期在香港上市,公开发行股份。据其招股说明书引述弗诺斯沙利文数据,2024年全球及中国拼搭角色类玩具市场规模分别达400亿元以上和90亿元以上。预计从2023年到2028年,该市场的年复合增长率分别为29%和41%,成长空间广阔。作为拼搭玩具行业龙头,布鲁可受益于市场高速增长。
同时,近期CES展会上的AI相关产品也引起了市场热议。多款AI硬件产品如AI眼镜、人工智能陪伴机器人等亮相CES,展示了AI技术提升设备智能化和改善用户体验的巨大潜力。随着AI技术发展和应用落地,预计也将进一步拉动相关产品和IP衍生品的需求。
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