很多空头的逻辑太搞笑_老虎社区_美港股上老虎

理想之城
08-21

很多空头的逻辑太搞笑。泡泡玛特PE57叫贵，寒武纪PE3340叫估值合理。他们觉得GPU科技含量高，就该高估值。但他们不知道，高科技产品风险极高，竞争激烈，一旦技术路线不对，被颠覆，所有辛苦和科技含量都白费。看股票主要看盈利能力的持续性，不是看是不是高科技。 $泡泡玛特(09992)$

# 新品即将发布！泡泡玛特能否继续冲高？

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和硕怡亲王
·08-21
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一堆塑料，这生意可以做57年？等3d打印成熟点，分分钟自己做。版权？不商用，毛的版权。
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- 和硕怡亲王回复云_7606点:
  审美疲劳，可懂？同行内卷，可懂？他有什么护城河？其他企业不能请别的艺术家来设计？不能出爆款？
  08-25
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- 漏网的韭菜盒子回复云_7606点:
  iPad也有过时的…你翻翻历史
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- 云_7606点:
  人家卖的是ip ，不是塑料，照你说所有东西不都是一堆原材料[惊讶]
  08-22
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