复盘2025消费投资,从博概率到买确定性

沥金
Jan 08

钱没有消失,但它彻底改变了去处。2015年,全行业有超过3600起投融资事件,大家什么都投、热闹非凡;而到了2025年,这个数字降到了812起。很多人都在说,冬天来了、资本跑了、消费不行了。但这只是故事的一半儿,另一半儿是,虽然投的次数变少了,但单笔投资的分量却更重了。钱不是变少了,而是从遍地撒网变成了精准下注。这背后,是中国消费市场一场静悄悄但意义深远的大转型。钱从哪里来?从撞大运到确定性从数据...

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