Core Insights - Labubu, a popular Chinese plush toy IP, is experiencing a surge in demand both domestically and internationally, leading to significant sales challenges for consumers [1][4] - The rise in popularity has also attracted counterfeit manufacturers, resulting in a proliferation of imitation products that are being sold at considerable volumes [1][4] - Regulatory bodies are beginning to take notice of the counterfeit issue, with recent inspections revealing unreported blind boxes and plush toys that infringe on trademark and copyright rights [4] Group 1: Market Dynamics - Labubu products are in high demand, with some counterfeit sellers reporting sales exceeding 1,600 units in the last 30 days, despite being low-cost imitations [1][4] - The counterfeit products are often sold at a significant markup, with some blind boxes costing only a few dollars to produce but selling for over $20 internationally [1][4] Group 2: Challenges in IP Protection - The rapid emergence of counterfeit products highlights the difficulties in protecting intellectual property, as the production and sales chains for these imitations are often hidden and dispersed [5] - Experts indicate that the long production cycles and high costs of legitimate products make it challenging for original manufacturers to meet sudden spikes in demand, creating opportunities for counterfeiters [4][5] Group 3: Recommendations for Improvement - Regulatory agencies are encouraged to enhance enforcement efforts and collaborate more effectively, utilizing technologies like big data and artificial intelligence to combat counterfeiting [5] - Suggestions include creating more diverse product lines and utilizing technology to establish anti-counterfeiting measures, such as NFTs for digital collectibles, to protect against imitation [5][6]

大家好，下面是5月27号指汇盈工具策略复盘。 这些个股也成了新消费新资产的关键词。像不像21年的核心资产，像不像当时70倍PE的茅台 之前聊到港股A股化，A股港股化的事情，部分朋友会留言担心，如果中长期这个是趋势，要怎么办？ 现在大家的共识都是A股估值不贵，短期权重指数特别是大盘指数也没有太多的向下空间。 但这样连续多日的震荡下跌，账户缩水的睡觉行情还是挺烦的。 不过估计也快了，上证指数已经要回补5.7日跳空高开的缺口，对应点位是3316这样。 港股在南向资金接近120亿净流入下，表现的强于A股，不少新消费股创了新高，包括蜜雪，泡泡玛特，毛戈平等等。 泡泡玛特的手办，脖子挂着老铺黄金的首饰，手拿着蜜雪冰城的奶茶，那就是至尊联名 图片来源：网上 涨是涨的好，PE估值也是真的高，老铺黄金90倍，蜜雪46倍，泡泡玛特93倍，毛戈平58倍。 我觉得整体波动还是一致性的，不太可能出现恒生指数去到3万点，上证指数还在3000点的情况。 现在结构行业上，部分确实是港股表现比较好，而且A股企业去港股上市也是趋势，宁德，恒瑞，后面还有海天，牧原等等，资金逐渐净流入港股也是事 实，后面A股的好企业，港股确实也能买，而港股好的企业 ...