重仓泡泡玛特 段永平看懂了什么?

21世纪经济报道
Jun 05

近日,段永平对泡泡玛特的投资激起的讨论,已远超一次普通的举牌事件。6月3日,据港交所权益披露,知名投资人段永平在泡泡玛特H股的持股比例于5月28日从5.69%升至超过6%。这也是段永平跻身泡泡第二大股东之后,再度实施增持操作。  一个靠制造业起家、以巴菲特为偶像的中国企业家,把筹码从煤炭搬到了潮玩。比投资对错更值得思考的,是这笔交易背后所折射的产业命题:以情绪价值为核心逻辑的消费形态,已经不仅是...

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