EPISODE · Jun 1, 2026 · 20 MIN
【热点新鲜事】市场看懂段永平了？
from 早点生活
【热点新鲜事】市场看懂段永平了？你桌上那些用来解压的潮玩盲盒，怎么突然摇身一变成了价值投资的香饽饽？曾直言“看不懂”的段永平，为何狂砸真金白银成了泡泡玛特的第二大股东？剥开LABUBU的爆款滤镜，从”制造稀缺”到“贩卖陪伴”的IP生态护城河究竟有多深？面对热度退潮与业绩降速的隐忧，这门情绪消费生意真能化作长期现金流吗？欢迎收听本期播客，聊聊“段永平重仓泡泡玛特背后的投资逻辑与商业变局”本音频来自虎嗅音频直播栏目《早点生活》每个工作日7:30~9:00 ，预约和锁定【虎嗅APP】的视频号、抖音，保持与时代同频。本期主播： 原子 粥粥 运营：康康
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