美银证券发布研报称,重申对泡泡玛特“买入”评级,目标价200港元,认为关税战对其影响有限,因公司具强大定价能力、对经济衰退的防御能力、全球生产转移且供应链多元化,以及全球化策略。报告指出,由于关税按离岸价征收,加上泡泡玛特于美国市场毛利率预计超过75%,该行估计约20%的零售价上涨可抵销超过100%的关税上涨幅度。近期美国市场玩具公仔价格已从16.99美元上调至18.99美元,显示其定价能力。同时...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.