ChainCatcher 消息，段永平在雪球回应近期泡泡玛特持仓变化时表示，自己实际上“从来没有直接卖过一股泡泡玛特”，部分持仓变化主要来自期权交易及到期行权，并不代表其长期看空泡泡玛特。
段永平表示，当卖 Put 的仓位接近上限时，会采用“买入股票+卖出 Call”的方式，到期后股票被 Call 走，与卖 Put 到期被行权本质上属于类似的交易策略。目前泡泡玛特期权权利金约为每月 5%，未来较长时间可能继续采用这一策略。
对于泡泡玛特估值，段永平表示，“目前泡泡玛特的价位长期看我认为是不贵的，短期不知道。”其强调，目前没有设定具体时间或价格卖出泡泡玛特，可能很长时间都不会有。
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