毛绒挂件不输手办!大摩谈泡泡玛特:”炫耀“是比”收藏“更大的市场

华尔街见闻
11 Mar

当市场还在争论泡泡玛特是否被高估时,这家潮流玩具巨头已经悄悄开启了新的增长引擎。 摩根士丹利在最新研报中表示,泡泡玛特推出的毛绒包挂饰,正在引领一场新的潮流,并可能开辟一个比“收藏”更大的市场。 摩根士丹利分析师分析师Dustin Wei团队在3月9日的报告中表示,包挂饰为潮流玩具赋予了新的使用场景,让它们不再只是静静躺在展示柜里的收藏品,而是成为了时尚达人们彰显个性的配饰。更重要的是,这种“炫耀...

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