EPISODE · May 29, 2026 · 9 MIN
段永平重仓泡泡玛特！情绪消费，终于被顶级资本看懂了
from AI解研说
段永平大手笔增持泡泡玛特，坐稳第二大股东，刷屏整个投资圈！很多人以为这是炒潮玩、赌 LABUBU，实则是顶级资本看懂了下一代消费底层逻辑。传统消费拼功能、价格、渠道，而新时代消费拼情绪、陪伴、社交与自我表达。为什么看似溢价极高的潮玩 IP 能持续赚钱？什么是情绪消费的真正内核？本期深度拆解：泡泡玛特真正值钱的不是玩偶，而是一套可沉淀、可复购、可全球化的情绪资产经营能力。
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段永平重仓泡泡玛特！情绪消费，终于被顶级资本看懂了
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