欲山行
04-29
$泡泡玛特(09992)$
看海外市场能否做成玩具界的LV。不过路易威登去年利润超5000亿人民币,市盈率不超过20,这是百年品牌积累的结果。潮玩能不能做到这个程度,还不确定。
惨遭机构看空!泡泡玛特后市你还看好吗?
美国“黑五”销售疑不及预期,泡泡玛特做空比例创两年新高,周一盘中股价跌近10%,德银报告称现在卖这么多,没稀缺性了,大幅度下调了2026年业绩预期。【大家觉得泡泡玛特的商品需求下降了吗?后面你会考虑抄底吗?】
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":429685429915824,"tweetId":"429685429915824","gmtCreate":1745929774503,"gmtModify":1745932935467,"author":{"id":10000000000010488,"idStr":"10000000000010488","authorId":10000000000010488,"authorIdStr":"10000000000010488","name":"欲山行","avatar":"https://static.tigerbbs.com/e460befb8b73628d17452d4795753dfd","vip":8,"userType":8,"introduction":".","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":156,"starInvestorFlag":false},"themes":[{"themeId":"b75f64f801d146c7933dd98a5373a039","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"惨遭机构看空!泡泡玛特后市你还看好吗?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":b75f64f801d146c7933dd98a5373a039}&rnconfig={\"headerBarHidden\": true}","description":"美国“黑五”销售疑不及预期,泡泡玛特做空比例创两年新高,周一盘中股价跌近10%,德银报告称现在卖这么多,没稀缺性了,大幅度下调了2026年业绩预期。【大家觉得泡泡玛特的商品需求下降了吗?后面你会考虑抄底吗?】","image":"https://static.tigerbbs.com/c53f0e4fd66fdd70807c59ede6243743"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p> <a data-mention-id=\"09992\" class=\"teditor-mention\" data-mention-name=\"泡泡玛特\" href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$</a> 看海外市场能否做成玩具界的LV。不过路易威登去年利润超5000亿人民币,市盈率不超过20,这是百年品牌积累的结果。潮玩能不能做到这个程度,还不确定。</p></body></html>","htmlText":"<html><head></head><body><p> <a data-mention-id=\"09992\" class=\"teditor-mention\" data-mention-name=\"泡泡玛特\" href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$</a> 看海外市场能否做成玩具界的LV。不过路易威登去年利润超5000亿人民币,市盈率不超过20,这是百年品牌积累的结果。潮玩能不能做到这个程度,还不确定。</p></body></html>","text":"$泡泡玛特(09992)$ 看海外市场能否做成玩具界的LV。不过路易威登去年利润超5000亿人民币,市盈率不超过20,这是百年品牌积累的结果。潮玩能不能做到这个程度,还不确定。","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/429685429915824","repostId":0,"isVote":1,"tweetType":1,"viewCount":1502,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["09992"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":151,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/429685429915824"}
精彩评论