$泡泡玛特(0999_老虎社区_美港股上老虎 - 老虎社区

投行里的币姥爷

$泡泡玛特(09992)$本人开始就不太看好，或者说他商业模式有很大的天花板。类似医美逻辑客单价不错、利润率高、用户有一定粘性。但IP我不认为是核心竞争力，从长远看持有IP的运营者会持续探索IP更多商业模式，也会有更多类似泡泡马特的商业形态出现。泡泡是这个场景的补充但不是唯一。说白了商业模式没有壁垒，用户就这么多而且消费场景也单一，总体说是被热炒很高的泡沫，他只是先行者但不是变革者，见好就收吧

泡泡玛特午后跌幅扩大至10%，较历史高点跌超40%

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