名创优品被打回原形

读懂财经
23 May

©读懂财经·消费组原创/出品作者:杨扬编辑:夏益军去年,IP消费风起,泡泡玛特、名创优品等IP消费股借势大涨,尤其是谷子经济爆火后,把氛围衬托到高潮,名创优品曾一周上涨45%。今年,IP消费的风还在吹,但概念股已经有了明显分化。名创优品年内跌超10%,而泡泡玛特年内涨幅145%,甚至还在亏损的布鲁可也一路向上,年内涨幅160%。名创优品在IP消费概念股中掉队,核心是名创优品享受IP红利的逻辑未能...

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