EPISODE · Apr 14, 2026 · 5 MIN
段永平抄底泡泡玛特，兴奋感从何而来？
from 深度
投资大佬段永平近期通过卖出看跌期权布局泡泡玛特，并直言“很久没有这种兴奋感了”。他认可泡泡玛特的品牌、艺术家签约、门店及团队等壁垒，认为其商业模式可持续，且当前估值经腰斩后具备吸引力。此次投资体现了他“好公司等好价格，用时间换空间”的一贯风格，也为新消费板块带来信号。
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段永平抄底泡泡玛特，兴奋感从何而来？
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