$泡泡玛特(0999_老虎社区_美港股上老虎

menc
2025-09-25

$泡泡玛特(09992)$ 做了一个简单的田野调查。结论：1. 周围几十个各年龄段和收入层级的女性中，有 labubu 的比例很高。2. 后续购买 labubu 的意愿低，部分因为该买的都集齐了，部分因为 labubu 过气了。3. 对泡泡玛特新 ip 0 人有购买意愿。

综合看未来不看好。

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昨夜梦见你
·2025-09-26
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她们都不是真粉[笑哭][笑哭]
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- 昨夜梦见你:
  大胆想象吧！千元股！
  2025-10-02
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- 辛巴和乔巴的妈妈:
  我说楼主呢，我持call，泡泡玛特我玩了5年了，坚定看多
  2025-10-02
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- menc回复辛巴和乔巴的妈妈:
  一看就是对泡泡玛特不了解了，热门款线下门店全部饥饿营销无货，只能通过线上渠道购买，线上渠道少部分通过粉丝社群，大多数来自二级市场，至于为什么货都在二级市场，就有点说不清道不明了
  2025-10-02
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