段永平再谈泡泡玛特:确实蛮厉害的,不过依然无法理解为什么会需要
Xin Lang Cai Jing·2026-01-12 14:56

Core Viewpoint - The discussion around Pop Mart highlights a mix of admiration for its business model and skepticism about its long-term sustainability, emphasizing the importance of understanding consumer demand for its products [2][5]. Group 1: Company Insights - The company Pop Mart is recognized for its ability to create products with emotional value, which is seen as a significant achievement rather than mere luck [2][5]. - There is uncertainty regarding the future demand for Pop Mart's products, with concerns that consumer interest may wane in the coming years [2][5]. Group 2: Investment Perspective - The investment potential in Pop Mart is contingent on the belief that consumer demand will remain strong over time, which could lead to continued business growth [2][5]. - An investment decision should consider whether one would be willing to buy the company at its market value, which encourages a long-term perspective on the investment [2][5].

POP MART-段永平再谈泡泡玛特:确实蛮厉害的,不过依然无法理解为什么会需要 - Reportify