花旗:泡泡玛特LABUBU转售价格下跌 非IP热度下降的迹象

金十数据9月19日讯,花旗发报告表示,认为泡泡玛特(09992.HK)近期股价回调,主要来自市场对LABUBU转售价格下跌的担忧。花旗并不认为这是IP热度下降的迹象。相反,集团针对真实需求进行的补货举措,及改善顾客体验、抑制转售活动的措施,应有助于从长远来看增强IP的竞争力。花旗建议投资者更多关注销售趋势,尤其是其自有渠道中快速售罄的现象仍在持续。故重申“买入”评级,维持目标价398港元。

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