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...

段永平今天交易了什么03-31

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。

@泡泡玛特(09992)

：

主动降速、股价巨震，泡泡玛特的叙事到头了吗？

来源：锦缎 3月25日，泡泡玛特交出了一份足以羡煞市场的成绩单：营收371.2亿元，同比增长184.7%；净利润130.12亿元，增幅近三倍；海外营收贡献超4成。然而，当管理层在业绩会上说出“2026年增速预期不低于20%”时，市场瞬间... 网页链接

昨天 08:30 · 转发 330 · 讨论 491 · 赞

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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...

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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...