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梦想快实现
梦想快实现
·
04-11
段永平对泡泡玛特的态度反转，本质是认知修正+估值共振，绝非简单跟风。从年初“看不懂潮玩持续性”，到实地调研海外门店、深度研究后收回不投资言论，核心是认可其全球化兑现与王宁的顶级商业能力，同时明确商业模式并非顶级但已跑通。 当下泡泡玛特估值处于历史低位，海外高增验证需求韧性，IP出海逻辑远超单纯盲盒赛道。段永平未明示持仓，但态度转向已释放强烈价值信号。市场此前过度担忧生命周期与增速放缓，眼下更应关注全球化壁垒、IP矩阵迭代与估值修复空间，短期情绪催化叠加基本面支撑，中期修复行情值得期待。
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梦想快实现
梦想快实现
·
04-11
从稳定性来说，铲子股要大于软件。英伟达的替代性很小
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1
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梦想快实现
梦想快实现
·
04-11
最主要是段老板千亿的资金体量，绝大部分人都没有的，段老板的人际关系，绝大部分人也没有的。不适合跟投
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梦想快实现
梦想快实现
·
04-11
Ai之心永不变，一直在加仓的路上
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梦想快实现
梦想快实现
·
04-09
回暖了，感觉是机会，大家加油一起把钱赚。还是要相信川普的，加油
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梦想快实现
梦想快实现
·
04-09
美股牛长熊短每次下跌都是机会，小跌小机会，大跌大机会此次中东战争将股指打下来是机会，而不是风险
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303
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1
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梦想快实现
梦想快实现
·
04-04
时间现在站在伊朗这边，拖的越久对美股的伤害越大，伊朗是光脚不怕穿鞋的，川普要好好想想了[笑哭]
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梦想快实现
梦想快实现
·
04-04
历届选举年由于政策的不确定性，都有平均16%左右的最大回撤幅度，但选举后，随着不确定性消除和政策预期改善，一年涨幅平均是在36%左右
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梦想快实现
梦想快实现
·
04-04
川普真的是把股票玩的明明白白，一涨一跌。感觉要是和川普对着玩，期权能赚不少的，有机会学习一下期权
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梦想快实现
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04-04
ai叙事不变，行业推进中，不宜看空存储。等增速下来了，再跑来得及
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