段永平最新发声！“收回不投资泡泡玛特的说法”

券商中国03-30

投资大佬，突然看好！　　3月30日，知名投资人段永平（网名：大道无形我有型）在投资者社区雪球发文称，“这两天花时间再看了看泡泡玛特，决定收回对方丈（注：雪球创始人、董事长方三文）说的我不投资泡泡玛特的说法。” 　　3月30日早盘，泡泡玛特开盘一度跌逾5%，随后缓慢拉升，收报148.7港元，下跌0.6%。　　段永平“改口” 　　3月30日，段永平在雪球平台转发了一篇点评泡泡玛特的文章称，“经济学...

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href=https://finance.sina.com.cn/stock/zqgd/2026-03-30/doc-inhsuknw6416760.shtml><strong>券商中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>投资大佬，突然看好！\n　　3月30日，知名投资人段永平（网名：大道无形我有型）在投资者社区雪球发文称，“这两天花时间再看了看泡泡玛特，决定收回对方丈（注：雪球创始人、董事长方三文）说的我不投资泡泡玛特的说法。”\n　　3月30日早盘，泡泡玛特开盘一度跌逾5%，随后缓慢拉升，收报148.7港元，下跌0.6%。\n　　段永平“改口”\n　　3月30日，段永平在雪球平台转发了一篇点评泡泡玛特的文章称，“经济学...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/zqgd/2026-03-30/doc-inhsuknw6416760.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0499858438.USD","symbol_name":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) 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Yongping's latest voice! \"Take back the statement of not investing in Bubble Mart\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PMRTY":1.95,"09992":1.95},"content_text":"投资大佬，突然看好！\n　　3月30日，知名投资人段永平（网名：大道无形我有型）在投资者社区雪球发文称，“这两天花时间再看了看泡泡玛特，决定收回对方丈（注：雪球创始人、董事长方三文）说的我不投资泡泡玛特的说法。”\n　　3月30日早盘，泡泡玛特开盘一度跌逾5%，随后缓慢拉升，收报148.7港元，下跌0.6%。\n　　段永平“改口”\n　　3月30日，段永平在雪球平台转发了一篇点评泡泡玛特的文章称，“经济学的‘速度’实际上是物理里面的‘加速度’。 投资买的是未来的总量，是物理里面的‘速度’x‘时间’得到的‘总长度’，当然有点‘加速度’会在单位时间里跑得更远。这两天花时间再看了看泡泡玛特，决定收回对方丈说的我不投资泡泡玛特的说法。”\n\n　　1月12日，段永平在雪球上回应网友提问时，曾谈及对泡泡玛特的看法。段永平表示，“如果你有足够多的钱，你愿意按市值把这家公司买下来吗？当你这么想的时候，你会比较容易想长远。”\n　　他提到，自己大致看过泡泡玛特，觉得他们确实蛮厉害的，“不过，我依然无法理解人们为什么会需要这个东西，万一过两年大家都不要了呢？如果你能认为人们会一直需要，他们的业务会一直成长，那对你来说这当然是个还不错的投资”。\n　　段永平还曾表示，就像他不理解“女生买包”和“天价名画”一样。虽然这些需求客观存在，但他看不透，所以选择“不懂不碰”。\n　　泡泡玛特近期股价暴跌\n　　近期，泡泡玛特发布财报后大跌引发市场关注。2026年3月25日午间，泡泡玛特发布2025年财报，营收371.2亿元，同比增长184.7%；经调整净利润130.8亿元，同比上涨284.5%；毛利率72.1%，同比上涨5.3个百分点。\n　　泡泡玛特董事会主席兼行政总裁王宁在2025年度业绩发布会上称，2026年要努力做到不低于20%的增长速度。\n　　财报显示，在2025年，LABUBU所在的THE MONSTERS全球爆红，成为世界级IP，收入达到141.6亿元，同比增长365.7%，此次为LABUBU家族营收首次突破100亿元。得益于差异化IP运营策略，SKULLPANDA、CRYBABY、MOLLY、DIMOO、星星人等6大IP营收突破20亿元，17个IP营收突破1亿元，2025年上半年，破亿IP数量为13个。\n　　尽管财报数据表现强劲，但市场却以股价连续下挫作为回应。数据显示，泡泡玛特股价从3月25日开盘的223.4港元起步，持续跳水至3月30日收盘的148.7港元，区间跌幅超30%。\n　　为稳定市场信心，泡泡玛特近日启动回购。根据公司公告，3月26日，泡泡玛特宣布斥资约6亿港元回购394万股股份，回购价格区间为148.4港元至157.8港元；3月27日，泡泡玛特以每股149.4港元至153港元的价格，回购公司股份198万股，累计耗资约2.99亿港元。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：宋雅芳","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; 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