9月24日，美股上市公司量子之歌（QSG）股价盘中大跌5.36%，引发市场关注。这家原本主打老年在线投资教育的公司正在向潮玩行业转型，但其业务转型和财务状况似乎引发了投资者的担忧。
根据量子之歌最新发布的财报，公司正积极拓展潮玩业务，其旗舰IP "WAKUKU"在过去三个月创造了4300万元的收入。公司董事长兼CEO李鹏表示，潮玩业务的高增长抵消了传统在线学习业务的下滑。然而，这种战略转型似乎并未完全赢得市场信心。
值得注意的是，量子之歌预计2026财年第一季度潮玩业务收入为1亿元至1.1亿元，全年收入目标为7.5亿元至8亿元。这一业绩指引或许未能满足部分投资者的期望，尤其是在竞争对手泡泡玛特（09992.HK）今年上半年已实现近140亿元收入的背景下。市场可能担心量子之歌在竞争激烈的潮玩市场中是否能够脱颖而出，以及其业务转型能否顺利实现预期目标。
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