“现在去追泡泡玛特?就如同2021年初去追2400元高位的茅台。这轮泡泡玛特的加速飙涨,本质还是与当年炒茅台一样,跟风炒作意味更浓。”时代变了?一场新消费崛起和白酒价值的对比讨论一时间占据各大社交平台,茅台和“塑料茅台”似乎也要展开一场决战,是飞天茅台的酒香还是火出国的LABUBU“香”。多位同时持股贵州茅台和泡泡玛特的私募大佬给出自己的看法,他们的投资心路历程或许能透视整个消费投资的大变革。理性...
Source Link“现在去追泡泡玛特?就如同2021年初去追2400元高位的茅台。这轮泡泡玛特的加速飙涨,本质还是与当年炒茅台一样,跟风炒作意味更浓。”时代变了?一场新消费崛起和白酒价值的对比讨论一时间占据各大社交平台,茅台和“塑料茅台”似乎也要展开一场决战,是飞天茅台的酒香还是火出国的LABUBU“香”。多位同时持股贵州茅台和泡泡玛特的私募大佬给出自己的看法,他们的投资心路历程或许能透视整个消费投资的大变革。理性...
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