$泡泡玛特(0999_老虎社区_美港股上老虎

财富猎人

2024-10-24

$泡泡玛特(09992)$ IP生意最大的魔力就是有很深的护城河，别人很难把你的生意给抢走，这种护城河会让你未来很多年的现金流都很好。加上盲盒这种模式的成瘾性，哈哈，复购率又很高，这样的商业模式太罕见了，珍贵的堪比茅台。

泡泡玛特股价大跌！你觉得现在见顶了吗？

摩根大通近日将泡泡玛特的股票评级下调至中性，理由是缺乏催化剂和估值不具吸引力，导致该公司股价周一出现 4 月份以来的最大跌幅，港股盘中暴跌近9%。【今年累涨超180%的泡泡玛特，大家觉得是否已经见顶了？】

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