Labubu热潮：利用NLP了解市场飙升和泡沫背后的行为

Core Insights - The article discusses how behavioral data can help identify emerging and fading market bubbles, specifically highlighting the recent surge in popularity of Labubu toys and the corresponding rise in the stock price of its manufacturer, Pop Mart [1][4]. Group 1: Market Trends and Behavior - The popularity of Labubu toys has led to a potential bubble, with significant challenges in predicting the formation and bursting of such bubbles due to the complexity of collective buying and selling behavior [4][7]. - The sales of Labubu toys in the U.S. increased by over 1,200% and by over 700% in Europe during a three-month period ending in September 2025, while Pop Mart's global revenue surged by 250% during the same timeframe [9]. Group 2: Role of AI and NLP - The use of artificial intelligence, particularly natural language processing (NLP), allows market participants to monitor news and social media to detect signs of waning demand for consumer products [4][9]. - NLP can convert unstructured text data from various sources into structured insights, enabling investors to potentially achieve excess returns by understanding market sentiment around products like Labubu [9][10]. Group 3: Historical Context and Lessons - Historical bubbles, such as those seen during the internet boom and with Beanie Babies in the late 1990s, provide lessons for investors on how to adjust portfolios in response to new bubbles [6][9]. - The article emphasizes the importance of recognizing when a bubble may peak, as evidenced by the current situation with Labubu toys, where rare versions are selling for over $1,000 each [6][9].