* 中国潮流玩具公司--泡泡玛特9992.HK周一盘中涨6.9%至131.6港元，创历史新高。
* 美银证券称，首次给予泡泡玛特“买入”评级，目标价每股150港元，预计2023-26年收入/净利复合增长率分别为56%/84%，并认为市场低估了其海外增长（尤其是在美国/欧盟）潜力。
该行的报告认为，公司受益于全球结构性增长，因IP相关的流行玩具具有反周期性（经济衰退时“负担得起”的情感缓解）、持续时间长（例如Sanrio）和全球可扩展性（例如社交媒体放大的名人效应）。
* 另一方面，中国提振消费专项行动方案近日出炉，包括研究建立育儿补贴制度，加大消费品以旧换新支持力度，多措并举稳住股市。
* 此前中国动画电影《哪咤之魔童闹海》（哪咤2）登顶全球影史动画电影票房榜，泡泡玛特推出相关的天生羁绊系列手办近期遭抢购。
* 由年初至今，泡泡玛特累计涨45%；同期恒生综合指数.HSCI和恒生综合非必需性消费指数.HSCICD分别升20%及31%。（完）
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(记者 雷美珍；审校 吴云凌)
((alison.lui@thomsonreuters.com; +852 3462 7749;))
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