异动解读05-28
泡泡玛特（09992）今日盘中大涨5.06%，引起了市场的广泛关注。
消息面上，知名投资人段永平近日举牌泡泡玛特，其通过H&H International Investment增持公司股份，持股比例达到5.69%，触发强制披露并成为公司第二大股东，持仓市值超过117亿港元。段永平此前已公开表示将中国神华全部换仓为泡泡玛特，并高度评价创始人王宁，称其产品理解与追求和乔布斯同级，对商业的理解甚至更强。此外，浦银国际发布研报维持泡泡玛特“买入”评级，目标价253.2港元，认为公司海外收入环比跌幅将在二季度大幅收窄，三季度有望重回增长，驱动市场情绪回暖。
段永平的重仓押注向市场传递了强烈的信心信号，叠加券商积极评级，共同推动了股价在交易时段内的显著上涨。
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