华尔街谈LABUBU与茅台:似曾相识还是范式转移?

华尔街见闻
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爆火的Labubu被戏称为“年轻人的茅台”,那么这二者间究竟有何异同?据追风交易台消息,美银近日发布报告,将这一新潮玩IP与传统白酒巨头进行对标,试图厘清其背后是消费周期的历史重演,还是一场深刻的范式转移。美银分析师Alice Ma、Chen Luo和Lucy Yu指出,两者虽同为社交货币,但Labubu的社交属性更多基于年轻群体的共同兴趣和价值观,而茅台的社交功能则更多依托权力和等级关系。这种...

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