如果我是泡泡玛特管理层，我大概率会做：1.永远不给预测，因为没有任何意义但早晚会有代价。巴菲特的BRK就不给预测的（甚至...

段永平今天交易了什么03-31

如果我是泡泡玛特管理层，我大概率会做：1.永远不给预测，因为没有任何意义但早晚会有代价。巴菲特的BRK就不给预测的（甚至没有没个季度conference call），网易也不给业绩指引（有我的影响），拼多多好像也不给下个季度或年度的业绩指引的，但不知道有没有我的影响在里面。2. 目前还没想到。

@消费者2026

：

专栏如果我是泡泡玛特管理层，我会

泡泡玛特今年战略：

1、干掉所有竞争对手。因为外面的潮玩公司蠢蠢欲动，所以我会杀自己的估值到千亿以下，让对手的估值不足10亿。彻底失去孵化IP的能力。

2、提速集团化。对手还没有孵化出能打的IP之前，我要最大可能集团化，一家独大。我4月已经加速了集团化。

3、...

2小时前 · 转发 53 · 讨论 190 · 赞

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