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$泡泡瑪特 (09992.HK)$ 馬兒終於跑起來了
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$泡泡瑪特 (09992.HK)$
二零二六年第一季度最新業務狀況應該就在今天吧
二零二六年第一季度最新業務狀況應該就在今天吧
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$泡泡瑪特 (09992.HK)$
Pop Mart 產品少：不夠多元，產品多：稀缺性沒了，總結就是最好「既很多，又很少」。這就像醫生說你太胖要減肥，你開始運動，他又說你運動太多傷關節，最後你只能問一句：「那我到底要不要活？」增長快說不可持續，增長慢說不及預期，最好是永遠剛剛好；想做Disney那種IP帝國，但每個產品又得像限量球鞋。說到底——錢要賺規模的錢，話要講稀缺的夢，要求這麼多，你咋不上天？
Pop Mart 產品少：不夠多元，產品多：稀缺性沒了，總結就是最好「既很多，又很少」。這就像醫生說你太胖要減肥，你開始運動，他又說你運動太多傷關節，最後你只能問一句：「那我到底要不要活？」增長快說不可持續，增長慢說不及預期，最好是永遠剛剛好；想做Disney那種IP帝國，但每個產品又得像限量球鞋。說到底——錢要賺規模的錢，話要講稀缺的夢，要求這麼多，你咋不上天？
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羊羊的養老金 樓主 鄧紫棋 : 主買