$泡泡玛特(0999_老虎社区_美港股上老虎

2024-10-23

$泡泡玛特(09992)$ 三季度业绩预告出来之后，市场对泡泡玛特更加乐观，讨论从之前的是否会涨变成了估值是否偏高。

个人认为，对于成长股投资，成长阶段不要过于关注行业竞争格局和静态估值水平，只要增速不放缓，抱团大概率都不瓦解（市场别太差），后续跟踪季报增速即可。

3月30日，知名投资人段永平在再度谈及对泡泡玛特的看法，并表示收回不投资泡泡玛特的说法。 $泡泡玛特 (09992.HK)$ 盘中强势转涨，盘初一度跌超5%，此前泡泡玛特在公布2025全年业绩后两个交易日大跌逾30%。【大家觉得绩后泡泡玛特大跌，是进场机会吗？段永平开始看好该公司，能否提振市场情绪？】

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。

精彩评论

小狗摩天轮
2024-10-23
小狗摩天轮
同意你的观点，成长股的投资主要还是看公司的增速和前景，不需要过于担心行业竞争和估值
- 飞飞618:
  是的，我非常坚定。成长股还是要看空间、企业核心竞争力、企业家精神等，估值是排序靠后的项。即使短期估值偏高，也希望可以用增长消化过高的估值水平。
飞飞618
2024-10-23
飞飞618
PS：持有泡泡，有屁股决定脑袋之嫌。
- 小米死多头:
  牛啊

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":363097416454384,"tweetId":"363097416454384","gmtCreate":1729672109756,"gmtModify":1729673497600,"author":{"id":4188000553069702,"idStr":"4188000553069702","authorId":4188000553069702,"authorIdStr":"4188000553069702","name":"飞飞618","avatar":"https://static.tigerbbs.com/53765af928600e917b62ccf7c5802c50","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":108,"starInvestorFlag":true,"fullDisclosureFlag":false,"starInvestorFollowerNum":76,"starInvestorOrderShareNum":109,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"ror":-100,"showRor":true,"winRationPercentage":44.255319,"tradeVolumeEst":0},"themes":[{"themeId":"b75f64f801d146c7933dd98a5373a039","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"段永平转头看多！泡泡玛特，能否抄到底？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":b75f64f801d146c7933dd98a5373a039}&rnconfig={\"headerBarHidden\": true}","description":"3月30日，知名投资人段永平在再度谈及对泡泡玛特的看法，并表示收回不投资泡泡玛特的说法。 $泡泡玛特 (09992.HK)$ 盘中强势转涨，盘初一度跌超5%，此前泡泡玛特在公布2025全年业绩后两个交易日大跌逾30%。【大家觉得绩后泡泡玛特大跌，是进场机会吗？段永平开始看好该公司，能否提振市场情绪？】","image":"https://static.tigerbbs.com/c53f0e4fd66fdd70807c59ede6243743"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$&nbsp;</a><v-v data-views=\"1\"></v-v> 三季度业绩预告出来之后，市场对泡泡玛特更加乐观，讨论从之前的是否会涨变成了估值是否偏高。\n个人认为，对于成长股投资，成长阶段不要过于关注行业竞争格局和静态估值水平，只要增速不放缓，抱团大概率都不瓦解（市场别太差），后续跟踪季报增速即可。\n </body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$&nbsp;</a><v-v data-views=\"1\"></v-v> 三季度业绩预告出来之后，市场对泡泡玛特更加乐观，讨论从之前的是否会涨变成了估值是否偏高。\n个人认为，对于成长股投资，成长阶段不要过于关注行业竞争格局和静态估值水平，只要增速不放缓，抱团大概率都不瓦解（市场别太差），后续跟踪季报增速即可。\n </body></html>","text":"$泡泡玛特(09992)$ 三季度业绩预告出来之后，市场对泡泡玛特更加乐观，讨论从之前的是否会涨变成了估值是否偏高。 个人认为，对于成长股投资，成长阶段不要过于关注行业竞争格局和静态估值水平，只要增速不放缓，抱团大概率都不瓦解（市场别太差），后续跟踪季报增速即可。","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/363097416454384","repostId":0,"isVote":1,"tweetType":1,"viewCount":16127,"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":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":240,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":363104039014472,"commentId":"363104039014472","gmtCreate":1729673722866,"gmtModify":1729735521039,"authorId":9000000000000157,"author":{"id":9000000000000157,"idStr":"9000000000000157","authorId":9000000000000157,"name":"小狗摩天轮","avatar":"https://static.tigerbbs.com/0965d3709fcccd732467fba87aa4ea6e","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":363097416454384,"objectIdStr":"363097416454384","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"同意你的观点，成长股的投资主要还是看公司的增速和前景，不需要过于担心行业竞争和估值","text":"同意你的观点，成长股的投资主要还是看公司的增速和前景，不需要过于担心行业竞争和估值","html":"同意你的观点，成长股的投资主要还是看公司的增速和前景，不需要过于担心行业竞争和估值","likeSize":0,"commentSize":1,"subComments":[{"id":363287058427984,"commentId":"363287058427984","gmtCreate":1729735720426,"gmtModify":1729735724298,"authorId":4188000553069702,"author":{"id":4188000553069702,"idStr":"4188000553069702","authorId":4188000553069702,"name":"飞飞618","avatar":"https://static.tigerbbs.com/53765af928600e917b62ccf7c5802c50","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":363097416454384,"objectIdStr":"363097416454384","type":1,"supId":363104039014472,"supIdStr":"363104039014472","prevId":0,"prevIdStr":"0","content":"是的，我非常坚定。成长股还是要看空间、企业核心竞争力、企业家精神等，估值是排序靠后的项。即使短期估值偏高，也希望可以用增长消化过高的估值水平。","text":"是的，我非常坚定。成长股还是要看空间、企业核心竞争力、企业家精神等，估值是排序靠后的项。即使短期估值偏高，也希望可以用增长消化过高的估值水平。","html":"是的，我非常坚定。成长股还是要看空间、企业核心竞争力、企业家精神等，估值是排序靠后的项。即使短期估值偏高，也希望可以用增长消化过高的估值水平。","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":363133768351848,"commentId":"363133768351848","gmtCreate":1729681085522,"gmtModify":1729681089218,"authorId":4188000553069702,"author":{"id":4188000553069702,"idStr":"4188000553069702","authorId":4188000553069702,"name":"飞飞618","avatar":"https://static.tigerbbs.com/53765af928600e917b62ccf7c5802c50","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":363097416454384,"objectIdStr":"363097416454384","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"PS：持有泡泡，有屁股决定脑袋之嫌。","text":"PS：持有泡泡，有屁股决定脑袋之嫌。","html":"PS：持有泡泡，有屁股决定脑袋之嫌。","likeSize":0,"commentSize":1,"subComments":[{"id":363151885529328,"commentId":"363151885529328","gmtCreate":1729685407880,"gmtModify":1729685411646,"authorId":3527667577115702,"author":{"id":3527667577115702,"idStr":"3527667577115702","authorId":3527667577115702,"name":"小米死多头","avatar":"https://static.tigerbbs.com/2c36273dc153f2f9e76fe9da987b5084","vip":1,"hat":"https://static.tigerbbs.com/306aa047bc14b6942cda1aed925cf8c3","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":363097416454384,"objectIdStr":"363097416454384","type":1,"supId":363133768351848,"supIdStr":"363133768351848","prevId":0,"prevIdStr":"0","content":"牛啊 ","text":"牛啊 ","html":"牛啊 ","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/363097416454384"}