新消费投资依然上头:公募大步离场,段永平“抄底”?

第一财经
Apr 14

新消费还是好的投资机会吗?各方观点之间的分歧越发明显。  知名投资人段永平近期频频提及泡泡玛特(09992.HK),态度从去年的“看不懂10年后会怎样”转变为“连续花了好几天去理解这家公司,很久没有过这种兴奋感了”。4月9日他发文称:“我的泡泡玛特保险公司正式开张了”,被许多投资者解读为已经正式买入泡泡玛特。  同一时期,网络流传的聊天记录显示,一家偏好大消费领域的私募基金的高管表示:“过去几年...

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