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tonystark
tonystark
·
09-11
我开仓了100.0股
$Circle Internet Corp.(CRCL)$
,买个梦想
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tonystark
tonystark
·
08-07
我平仓了200.0股
$泡泡玛特(09992)$
,止盈
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612
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1
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tonystark
tonystark
·
07-10
$量子之歌(QSG)$
潮玩赛道长坡厚雪,今年潮玩板块营收大概率超过五亿,未来三年目标每年3倍
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729
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1
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tonystark
tonystark
·
06-25
$老虎证券(TIGR)$
持牌机构
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853
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5
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tonystark
tonystark
·
06-22
人民日报:人家明明在讲盲卡(盲盒)
泡泡玛特开始找回最初的“快乐”
6月13日,泡泡玛特旗下独立珠宝品牌POPOP全球首店在上海港汇恒隆广场开业。POPOP的产品覆盖了泡泡玛特旗下众多热门IP,包括MOLLY、SKULL PANDA、Hirono,以及近期全球范围内爆火的LABUBU等。 他曾在泡泡玛特处于相对低谷期的2023年表示,公司未来最大的战略是全球化和集团化。 同日,泡泡玛特股价盘中最大跌幅超6%,截至收盘,跌幅收窄至3.62%。当周泡泡玛特股价跌超12%,创2024年以来最大单周跌幅。
泡泡玛特开始找回最初的“快乐”
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tonystark
tonystark
·
06-20
$量子之歌(QSG)$
我wakuku站起来了!
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1,007
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1
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tonystark
tonystark
·
06-15
量子之歌 小泡泡玛特 毋庸置疑
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tonystark
tonystark
·
06-10
$量子之歌(QSG)$
量子之歌-潮玩新锐 (目前wakuku系列短期销量剧增,已经全部转预售。) 打造潮玩新生态 核心看点速览 🔥 战略定位:重运营轻规模 2025目标:专注运营提效与自营体系建设,打磨2-3个核心IP ; IP孵化速度:3月底超10个IP → 6月底推新IP → 25年底目标20-30个IP ; 联名赋能:K22联名超预期,影视/明星/消费品联动 🚀 渠道三级跳:验证→复制→扩张 短期:KA深度合作 + 快闪店坪效标杆(朝阳大悦城超周边店铺) ; 中期:25年开10家轻量自营店(100㎡以下),26年加速 开直营店; 海外:泰国/印尼轻资产试水成功(6.2泰国活动),美国项目推进中 。
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tonystark
tonystark
·
05-23
$量子之歌(QSG)$
wakuku
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3
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tonystark
tonystark
·
05-08
$量子之歌(QSG)$
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758
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href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$ </a>,止盈","text":"我平仓了200.0股$泡泡玛特(09992)$ ,止盈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464931438072024","isVote":1,"tweetType":1,"viewCount":612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454920446484696,"gmtCreate":1752082638190,"gmtModify":1752082639320,"author":{"id":"3452936278846307","authorId":"3452936278846307","name":"tonystark","avatar":"https://static.tigerbbs.com/6123c4f6241107d76d41821856c15619","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3452936278846307","authorIdStr":"3452936278846307"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QSG\">$量子之歌(QSG)$ </a> 潮玩赛道长坡厚雪,今年潮玩板块营收大概率超过五亿,未来三年目标每年3倍","listText":"<a href=\"https://laohu8.com/S/QSG\">$量子之歌(QSG)$ </a> 潮玩赛道长坡厚雪,今年潮玩板块营收大概率超过五亿,未来三年目标每年3倍","text":"$量子之歌(QSG)$ 潮玩赛道长坡厚雪,今年潮玩板块营收大概率超过五亿,未来三年目标每年3倍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454920446484696","isVote":1,"tweetType":1,"viewCount":729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449787793613080,"gmtCreate":1750838321210,"gmtModify":1750838324098,"author":{"id":"3452936278846307","authorId":"3452936278846307","name":"tonystark","avatar":"https://static.tigerbbs.com/6123c4f6241107d76d41821856c15619","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3452936278846307","authorIdStr":"3452936278846307"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 持牌机构","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 持牌机构","text":"$老虎证券(TIGR)$ 持牌机构","images":[{"img":"https://static.tigerbbs.com/9ab6a57d281083720078cd059f4ffec7","width":"1280","height":"2800"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449787793613080","isVote":1,"tweetType":1,"viewCount":853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":448705169400472,"gmtCreate":1750573409359,"gmtModify":1750574178253,"author":{"id":"3452936278846307","authorId":"3452936278846307","name":"tonystark","avatar":"https://static.tigerbbs.com/6123c4f6241107d76d41821856c15619","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3452936278846307","authorIdStr":"3452936278846307"},"themes":[],"htmlText":"人民日报:人家明明在讲盲卡(盲盒)","listText":"人民日报:人家明明在讲盲卡(盲盒)","text":"人民日报:人家明明在讲盲卡(盲盒)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/448705169400472","repostId":"2545486233","repostType":2,"repost":{"id":"2545486233","kind":"news","pubTimestamp":1750511040,"share":"https://www.laohu8.com/m/news/2545486233?lang=&edition=full","pubTime":"2025-06-21 21:04","market":"other","language":"zh","title":"泡泡玛特开始找回最初的“快乐”","url":"https://stock-news.laohu8.com/highlight/detail?id=2545486233","media":"市场资讯","summary":" 6月13日,泡泡玛特旗下独立珠宝品牌POPOP全球首店在上海港汇恒隆广场开业。POPOP的产品覆盖了泡泡玛特旗下众多热门IP,包括MOLLY、SKULL PANDA、Hirono,以及近期全球范围内爆火的LABUBU等。 他曾在泡泡玛特处于相对低谷期的2023年表示,公司未来最大的战略是全球化和集团化。 同日,泡泡玛特股价盘中最大跌幅超6%,截至收盘,跌幅收窄至3.62%。当周泡泡玛特股价跌超12%,创2024年以来最大单周跌幅。","content":"<html><body><div>\n<p> 来源:财富FORTUNE</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/152/w550h402/20250621/1e9e-4cfebfb11b7d9492e14eee5dc14bef38.jpg\"/><span></span></div>\n<p cms-style=\"font-L\"> 6月13日,<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>旗下独立珠宝品牌POPOP全球首店在<a href=\"https://laohu8.com/S/00363\">上海</a>港汇<a href=\"https://laohu8.com/S/00010\">恒隆</a>广场开业。次日,该品牌位于<a href=\"https://laohu8.com/S/00392\">北京</a>的国贸店开业。POPOP的产品覆盖了泡泡玛特旗下众多热门IP,包括MOLLY、SKULL PANDA、Hirono,以及近期全球范围内爆火的LABUBU等。</p>\n<p cms-style=\"font-L\"> 泡泡玛特创始人、董事长兼CEO王宁说,希望通过不同品类去拓展更多可能性,“珠宝是我们一直在尝试的非常重要的品类”。</p>\n<p cms-style=\"font-L\"> 他曾在泡泡玛特处于相对低谷期的2023年表示,公司<a href=\"https://laohu8.com/S/600532\">未来</a>最大的战略是全球化和集团化。全球化指的是扩大海外收入的占比;集团化指的则是围绕IP做更丰富的业务。</p>\n<p cms-style=\"font-L\"> 前者泡泡玛特已经做到了——2023年泡泡玛特海外及港澳台营收为10.66亿元,占公司总营收的16.9%。次年,这一数字便升至50.7亿元,同比增长375.2%,占总营收达38.9%。王宁表示,泡泡玛特有信心在2025年实现海外业务突破100亿元的目标。</p>\n<p cms-style=\"font-L\"> 此番拓展珠宝品类,则是公司朝着集团化而做的努力。</p>\n<p cms-style=\"font-L\"> 泡泡玛特对于旗下珠宝品牌的成立落地策划已久。在开设门店前,今年1月,首家POPOP快闪店于上海ifc商场正式揭幕。</p>\n<p cms-style=\"font-L\"> 此前,泡泡玛特曾在2023年和2024年与<a href=\"https://laohu8.com/S/00116\">周生生</a>合作推出联名金饰。以DIMOO周生生足金吊坠为例,平均克价约为1700元,是当时金价的两倍有余。</p>\n<p cms-style=\"font-L\"> 泡泡玛特显然看中了该业务的潜力,相比授权IP给其他品牌,自行推出珠宝品牌更能吸金。据报道,目前北京POPOP门店部分款式已出现断货情况。门店中价格最高的产品是一款纯金项链,售价为1.98万元,整体货重9.04g,金重8.65g,平均每克金价为金价的两倍以上。</p>\n<p cms-style=\"font-L\"> 消费者之所以愿意高价买单,与泡泡玛特手中IP的影响力有关。</p>\n<p cms-style=\"font-L\"> 现阶段,LABUBU是众多IP中最受瞩目的一个,市场热度推高了其商业价值。根据凯度Marketplace近期发布的研究报告,“83%的受访者表示,如果品牌推出与LABUBU的联名产品,自己可能会考虑购买,45%的受访者会因为LABUBU的加入而非常可能购买某款产品。”</p>\n<p cms-style=\"font-L\"> 全球唯一薄荷色LABUBU在今年6月的永乐2025春季拍卖会上,落槌价为108万元。另有一款全球限量15版的棕色LABUBU,拍出了82万元的价格。</p>\n<p cms-style=\"font-L\"> 在国际市场,东南亚多国均出现排队购买LABUBU的热潮。6月,因该IP过于抢手,韩国线下销售现场存在关于安全事故的担忧,官方暂停了当地LABUBU毛绒玩偶及毛绒钥匙扣全系列产品的线下销售;在国内,6月15日,杭州西溪天街泡泡玛特新店开业,因黄牛“端盒”引发混乱,营业2小时后便闭店。</p>\n<p cms-style=\"font-L\"> 在热度助推下,泡泡玛特港股股价自2024年年初至今涨幅超11倍。而因高热度引发的市场乱象也正在给公司的发展埋下隐患。黄牛下场扫货无疑会影响消费者的正常购买体验,且高溢价之下,盗版问题变得严重。</p>\n<p cms-style=\"font-L\"> 近日,李佳琦在直播中表示,现在LABUBU的正版产品货特别少,建议消费者可以等一等,没有必要加钱买。</p>\n<p cms-style=\"font-L\"> 6月17日,泡泡玛特股价下跌6.04%,市值蒸发约223亿港元(约合人民币204亿元)。鉴于其股价过去一年多的高速飞涨,这一跌幅称不上“暴跌”,年内累计涨幅仍超200%。但资本已开始对这家公司持谨慎态度。</p>\n<p cms-style=\"font-L\"> 过去两个多月,泡泡玛特的做空规模已翻倍。公司的创始股东蜂巧资本也于5月初,通过三次大宗交易抛售1191万股,套现超22亿港元,退出股东行列。这种看空表现出了投资者的担忧——飙升的股价是否已透支公司增长预期,以及当下出现的乱象是否会影响这家公司的商业可持续?</p>\n<p cms-style=\"font-L\"> 王宁曾表示,泡泡玛特的发展是分阶段的。起初,公司做的是“潮流”,这是有局限性的很小的圈;之后,他意识到要扩圈,便从潮流圈扩展到时尚圈;再下一阶段,泡泡玛特开始做一个更大的圈——“快乐”。</p>\n<p cms-style=\"font-L\"> 王宁说,“快乐”可能是更大的市场。从游戏到乐园,再到珠宝首饰,过去几年,泡泡玛特正围绕着“快乐”构建更丰富的业务板块。</p>\n<p cms-style=\"font-L\"> 或许抢到LABUBU是一种快乐,可包括黄牛横行在内的市场乱象是否会消减“快乐”?若“快乐”打折扣,泡泡玛特的业务是否也会受到影响?</p>\n<p cms-style=\"font-L\"> 泡泡玛特或许已经意识到了这一问题。</p>\n<p cms-style=\"font-L\"> 6月18日,LABUBU首次开启线上预售,泡泡玛特开始大规模补货。一直紧俏的LABUBU 3.0系列首次出现了预售界面。公司内部知情人士表示,“为了避免影响普通消费者的购物体验,我们进行了发售环节的优化,正式开启线上预售,让更多人能够买到LABUBU。”</p>\n<p cms-style=\"font-L\"> 据报道,随着预售的开启,二手市场中LABUBU 3.0系列价格开始下探。</p>\n<p cms-style=\"font-L\"> 6月20日,人民日报发表文章《盲卡盲盒哪能“无拘无束”》。文中提到,此前发布的《盲盒经营行为规范指引(试行)》规定了盲盒消费年龄限制,但这只是规范性指导文件,并未规定相应处罚。专家建议,进一步细化盲卡、盲盒监管规则,增设技术监管条款,并建立市场监管、网信、教育等部门的联合执法机制,运用大数据分析识别异常交易,对虚假宣传、诱导消费等违法行为开展专项整治。</p>\n<p cms-style=\"font-L\"> 同日,泡泡玛特股价盘中最大跌幅超6%,截至收盘,跌幅收窄至3.62%。当周泡泡玛特股价跌超12%,创2024年以来最大单周跌幅。(财富中文网)</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经APP</div>\n</div>\n<p>责任编辑:张<a href=\"https://laohu8.com/S/002132\">恒星</a> </p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n泡泡玛特开始找回最初的“快乐”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-21 21:04 北京时间 <a href=https://finance.sina.com.cn/china/2025-06-21/doc-infavyrc9399878.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源:财富FORTUNE\n\n 6月13日,泡泡玛特旗下独立珠宝品牌POPOP全球首店在上海港汇恒隆广场开业。次日,该品牌位于北京的国贸店开业。POPOP的产品覆盖了泡泡玛特旗下众多热门IP,包括MOLLY、SKULL PANDA、Hirono,以及近期全球范围内爆火的LABUBU等。\n 泡泡玛特创始人、董事长兼CEO王宁说,希望通过不同品类去拓展更多可能性,“珠宝是我们一直在尝试的非常重要的...</p>\n\n<a href=\"https://finance.sina.com.cn/china/2025-06-21/doc-infavyrc9399878.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","09992":"泡泡玛特","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) 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SGD"},"source_url":"https://finance.sina.com.cn/china/2025-06-21/doc-infavyrc9399878.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2545486233","content_text":"来源:财富FORTUNE\n\n 6月13日,泡泡玛特旗下独立珠宝品牌POPOP全球首店在上海港汇恒隆广场开业。次日,该品牌位于北京的国贸店开业。POPOP的产品覆盖了泡泡玛特旗下众多热门IP,包括MOLLY、SKULL PANDA、Hirono,以及近期全球范围内爆火的LABUBU等。\n 泡泡玛特创始人、董事长兼CEO王宁说,希望通过不同品类去拓展更多可能性,“珠宝是我们一直在尝试的非常重要的品类”。\n 他曾在泡泡玛特处于相对低谷期的2023年表示,公司未来最大的战略是全球化和集团化。全球化指的是扩大海外收入的占比;集团化指的则是围绕IP做更丰富的业务。\n 前者泡泡玛特已经做到了——2023年泡泡玛特海外及港澳台营收为10.66亿元,占公司总营收的16.9%。次年,这一数字便升至50.7亿元,同比增长375.2%,占总营收达38.9%。王宁表示,泡泡玛特有信心在2025年实现海外业务突破100亿元的目标。\n 此番拓展珠宝品类,则是公司朝着集团化而做的努力。\n 泡泡玛特对于旗下珠宝品牌的成立落地策划已久。在开设门店前,今年1月,首家POPOP快闪店于上海ifc商场正式揭幕。\n 此前,泡泡玛特曾在2023年和2024年与周生生合作推出联名金饰。以DIMOO周生生足金吊坠为例,平均克价约为1700元,是当时金价的两倍有余。\n 泡泡玛特显然看中了该业务的潜力,相比授权IP给其他品牌,自行推出珠宝品牌更能吸金。据报道,目前北京POPOP门店部分款式已出现断货情况。门店中价格最高的产品是一款纯金项链,售价为1.98万元,整体货重9.04g,金重8.65g,平均每克金价为金价的两倍以上。\n 消费者之所以愿意高价买单,与泡泡玛特手中IP的影响力有关。\n 现阶段,LABUBU是众多IP中最受瞩目的一个,市场热度推高了其商业价值。根据凯度Marketplace近期发布的研究报告,“83%的受访者表示,如果品牌推出与LABUBU的联名产品,自己可能会考虑购买,45%的受访者会因为LABUBU的加入而非常可能购买某款产品。”\n 全球唯一薄荷色LABUBU在今年6月的永乐2025春季拍卖会上,落槌价为108万元。另有一款全球限量15版的棕色LABUBU,拍出了82万元的价格。\n 在国际市场,东南亚多国均出现排队购买LABUBU的热潮。6月,因该IP过于抢手,韩国线下销售现场存在关于安全事故的担忧,官方暂停了当地LABUBU毛绒玩偶及毛绒钥匙扣全系列产品的线下销售;在国内,6月15日,杭州西溪天街泡泡玛特新店开业,因黄牛“端盒”引发混乱,营业2小时后便闭店。\n 在热度助推下,泡泡玛特港股股价自2024年年初至今涨幅超11倍。而因高热度引发的市场乱象也正在给公司的发展埋下隐患。黄牛下场扫货无疑会影响消费者的正常购买体验,且高溢价之下,盗版问题变得严重。\n 近日,李佳琦在直播中表示,现在LABUBU的正版产品货特别少,建议消费者可以等一等,没有必要加钱买。\n 6月17日,泡泡玛特股价下跌6.04%,市值蒸发约223亿港元(约合人民币204亿元)。鉴于其股价过去一年多的高速飞涨,这一跌幅称不上“暴跌”,年内累计涨幅仍超200%。但资本已开始对这家公司持谨慎态度。\n 过去两个多月,泡泡玛特的做空规模已翻倍。公司的创始股东蜂巧资本也于5月初,通过三次大宗交易抛售1191万股,套现超22亿港元,退出股东行列。这种看空表现出了投资者的担忧——飙升的股价是否已透支公司增长预期,以及当下出现的乱象是否会影响这家公司的商业可持续?\n 王宁曾表示,泡泡玛特的发展是分阶段的。起初,公司做的是“潮流”,这是有局限性的很小的圈;之后,他意识到要扩圈,便从潮流圈扩展到时尚圈;再下一阶段,泡泡玛特开始做一个更大的圈——“快乐”。\n 王宁说,“快乐”可能是更大的市场。从游戏到乐园,再到珠宝首饰,过去几年,泡泡玛特正围绕着“快乐”构建更丰富的业务板块。\n 或许抢到LABUBU是一种快乐,可包括黄牛横行在内的市场乱象是否会消减“快乐”?若“快乐”打折扣,泡泡玛特的业务是否也会受到影响?\n 泡泡玛特或许已经意识到了这一问题。\n 6月18日,LABUBU首次开启线上预售,泡泡玛特开始大规模补货。一直紧俏的LABUBU 3.0系列首次出现了预售界面。公司内部知情人士表示,“为了避免影响普通消费者的购物体验,我们进行了发售环节的优化,正式开启线上预售,让更多人能够买到LABUBU。”\n 据报道,随着预售的开启,二手市场中LABUBU 3.0系列价格开始下探。\n 6月20日,人民日报发表文章《盲卡盲盒哪能“无拘无束”》。文中提到,此前发布的《盲盒经营行为规范指引(试行)》规定了盲盒消费年龄限制,但这只是规范性指导文件,并未规定相应处罚。专家建议,进一步细化盲卡、盲盒监管规则,增设技术监管条款,并建立市场监管、网信、教育等部门的联合执法机制,运用大数据分析识别异常交易,对虚假宣传、诱导消费等违法行为开展专项整治。\n 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