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黄雀z
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IP属地:陕西
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黄雀z
2020-07-09
$狄乐百货(DDS)$
太多次了、刚卖就疯长
$梅西百货(M)$
别看专家的精彩分析、卷商推送的五花八门的人有关人士消息、无良大v类似一个月前“别碰中概股”的警告, 都是脱裤子放p想唱就唱。想想我们是怎么输钱的?不正是看了这些乱七八糟的消息和人性的软弱贪婪而当了韭菜吗? 最后忠告大家千万不要上头寸和网络贷款。
黄雀z
2020-12-22
$美国航空(AAL)$
往往行情大跌之后都有比起以往惊人的买入量,随后股价必定上涨数倍,再到高点时明显交易量迅速萎缩,随后下跌。但有的股票横盘周期长达4-5年之久... (巴菲特是这么赢的吗?)[捂脸] [捂脸] 、
黄雀z
2021-01-28
$美国航空(AAL)$
可以过个好年了、现在先稳稳心情,太激动了。
黄雀z
2021-01-12
$美国航空(AAL)$
坐稳了,明天开始🛫️。
黄雀z
2021-01-09
$美国航空(AAL)$
上天给了我两次机会,不想也不能放弃第三次了。12.95入,30出。
黄雀z
2020-12-16
$美国航空(AAL)$
拿aal练练定力,持仓第二十天打卡
黄雀z
2021-01-21
$拼多多(PDD)$
最后的疯狂
黄雀z
2021-01-14
$美国航空(AAL)$
有点担心:拜登就职以后美国的股市走向,毕竟美国20%的人掌握着80%的证券、基金, 到时候利益集团如果行风作浪,拜登怕是不会像川普那样强硬介入的。
黄雀z
2020-07-08
$狄乐百货(DDS)$
有买这股票的吗?连续跌三周了有点慌…
黄雀z
2021-01-14
$美国航空(AAL)$
持仓60天留念,30出时再与大家分享。
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href=\"http://finance.eastmoney.com/news/1354,202606053760812987.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0823426308.USD":"法巴中国股票基金","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","SG9999002950.SGD":"United Asian Growth Opportunities SGD","LU0359201612.USD":"贝莱德中国基金A2","BK1224":"专卖店","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU0572944931.SGD":"Janus 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过去十年,全球消费市场出现了一个显著而持久的趋势:功能性消费的占比持续下降,体验性和情感性消费的占比持续上升。麦肯锡2024年的全球消费者调研显示,超过60%的Z世代消费者表示,比起拥有更多物品,他们更愿意为能带来情感满足的产品和体验付费。从日本的扭蛋经济到韩国的偶像周边产业,从欧美的Squishmallows(美国玩具公司Jazwares旗下毛绒品牌)热潮到东南亚为LABUBU排队的现象,情绪消费已经成为一种全球性的需求范式。在现代城市生活中,年轻人正在通过消费行为重建社交纽带。盲盒拆箱、潮玩交换、社群分享……这些行为所蕴含的社交属性比产品本身更重要。当基本物质需求被充分满足后,边际消费的效用越来越多地来自心理层面:身份认同、社群归属、情绪调节。 捕捉情绪消费趋势并不难,真正令人意外的是,在全球IP市场上跑通这条路的,是一家完全“不讲故事”的中国公司。与迪士尼和漫威依靠电影、动画、漫画等叙事体系来赋予IP生命力不同,泡泡玛特的IP角色没有电影,没有动画,没有漫画作为内容基座。而王宁创办的泡泡玛特,其IP只提供抽象的形象和直给的情绪。这种选择在全球化扩张中展现出了意想不到的优势。美国经济学家泰勒·考恩在讨论文化产品的全球流动时曾指出,最容易跨越文化边界的创意产品,往往是那些信息密度低但情感密度高的产品——它们不需要翻译,不需要语境,甚至不需要语言。表情包如此,Emoji如此,LABUBU也如此。因为不承载叙事,消费者不需要了解角色背景就能产生情感连接,文化折扣因此被大幅降低。泡泡玛特等潮玩就是这样,踩中了文化全球化的一条捷径:绕过叙事,直达情绪。 这条捷径的商业成果已经显现。2025年泡泡玛特海外收入达162.7亿元,占总营收的比重约44%,美洲市场同比增长748%。无论是曼谷、东京或纽约,都有一批消费者愿意排队抢购,愿意在二手市场加价交易LABUBU毛绒挂件。这种情感溢价的实现,意味着中国企业全新的出海逻辑正在成形。过去四十年,中国企业参与全球竞争的核心方程式是成本优势:同等质量更低价格,或同等价格更高效率。从服装代工到电子制造,从白色家电到光伏组件,中国产品出海逻辑始终围绕制造溢价展开。泡泡玛特等品牌则完全跳出了这个范畴。在这个意义上,泡泡玛特不仅是一家潮玩公司,更是中国品牌全球化的一个新样本。 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