泡泡玛特股价创历史新高，Labubu被称为“超级IP” - 老虎社区

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- chaifei2chaifei2
  ·2025-05-27
  $泡泡玛特(09992)$ 这东西就跟老铺黄金一样，没有走奢侈品路线的本质，都是一帮青春不在的炒股油条试图理解和想象年轻人的表现。大部分消费的年轻人只是尝个鲜，没有实力长期付费。泡泡也没有足够的IP魅力。现存的增量其实都是换城市投机器换的，看资产投入就知道了，关键数据是用户黏性。短线搏一搏玩玩热门股也就算了，别真被故事洗脑了。
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- chaifei2chaifei2
  ·2025-05-27
  $泡泡玛特(09992)$ 这东西就跟老铺黄金一样，没有走奢侈品路线的本质，都是一帮青春不在的炒股油条试图理解和想象年轻人的表现。大部分消费的年轻人只是尝个鲜，没有实力长期付费。泡泡也没有足够的IP魅力。现存的增量其实都是换城市投机器换的，看资产投入就知道了，关键数据是用户黏性。短线搏一搏玩玩热门股也就算了，别真被故事洗脑了。
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