$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。

惨遭机构看空！泡泡玛特后市你还看好吗？

美国“黑五”销售疑不及预期，泡泡玛特做空比例创两年新高，周一盘中股价跌近10%，德银报告称现在卖这么多，没稀缺性了，大幅度下调了2026年业绩预期。【大家觉得泡泡玛特的商品需求下降了吗？后面你会考虑抄底吗？】

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