智通财经APP获悉，泡泡玛特(09992)再涨超4%，截至发稿，涨4.29%，报124港元，成交额5.09亿港元。
消息面上，泡泡玛特获得美泰授权，推出芭比娃娃系列。据悉，为庆祝国际妇女节，芭比娃娃系列3月8日起在泡泡玛特官网发售。这一系列包含10款经典芭比玩偶，从1959年的初代芭比一直到2022年的芭比娃娃 Extra，其中1995年的生日快乐芭比是隐藏款。
大摩预计，泡泡玛特2024财年销售额将翻倍，2024财年第四季度同比增长约135%。2025财年，预计泡泡玛特销售额增长47%，其中中国市场增长27%，海外市场增长77%。2025财年第一季度销售额有望增长超过100%，得益于数月前推出的多款热门产品迅速售罄。该行将泡泡玛特目标价由113港元上调至135港元，重申“增持”评级。主要由于对公司2024至2026财年的经调整每股盈利预测分别上调7%、19%及21%。
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