
Post
机灵的杰尼君
Influential Creator
Labubu 也没逃过 NFT的宿命啊。
泡泡玛特三季度收入同比掉了 45% 到 50%,美洲跌 70% 到 75%,亚太跌 65% 到 70%;
管理层还说下半年毛利率要再降,海外主动降价、继续开店。
翻译一下:薄利多销走量!
而段永平手里有约1.02亿股,占8% 的股份,
成本大概 150 港元,现价 132,
账面浮亏约18.46亿港元,浮亏比例约12.07%。
没搞懂一路加仓泡泡玛特的逻辑是什么,
赌再出一个爆款?
不过Labubu比NFT好的地方还是有的,
热度过去,至少杰尼君的身后还有一橱窗,
没事还能逗逗猫。
NFT?看都看不到了。


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