近日，知名投资人段永平在社交平台上再次谈及潮玩品牌泡泡玛特（Pop Mart），直言“确实厉害”。此言迅速引发市场关注。段永平曾以投资苹果、网易等公司闻名，其观点常被视为价值投资的风向标。他此次对泡泡玛特的肯定，并非仅因其短期股价表现，而是对其商业模式与品牌护城河的认可。泡泡玛特作为中国潮流玩具领域的领军企业，凭借盲盒玩法、IP运营和全球化布局，成功将小众潮玩转化为大众消费现象。段永平指出，泡泡玛特能持续吸引年轻消费者、打造高复购率，并在全球多个市场复制成功模式，体现了其强大的产品力与用户洞察力。尽管外界对其“成瘾性销售”和估值泡沫存在争议，但段永平认为，真正优秀的企业往往能在质疑中持续成长。值得注意的是，段永平并未明确表示已投资泡泡玛特，但他强调：“理解一家公司比追逐热点更重要。” 这番评论再次体现了他一贯坚持的“买股票就是买公司”的投资哲学。对于投资者而言，段永平的肯定或许不是买入信号，但无疑为深入研究泡泡玛特提供了有价值的视角。
Recently, renowned investor Duan Yongping once again commented on the trendy toy brand Pop Mart on social media, stating plainly, “It’s truly impressive.” His remark quickly drew market attention. Known for his successful investments in companies like Apple and NetEase, Duan’s views are often seen as a barometer of value investing. His latest praise for Pop Mart isn’t based solely on short-term stock performance but rather reflects his recognition of the company’s business model and brand moat.As a leader in China’s collectible toy industry, Pop Mart has successfully transformed niche trendy toys into a mainstream consumer phenomenon through its blind-box sales strategy, strong IP management, and global expansion. Duan highlighted that Pop Mart’s ability to consistently attract young consumers, drive high repurchase rates, and replicate its success across international markets demonstrates exceptional product strength and deep user insight. While critics have raised concerns about its “addictive” sales tactics and potential valuation bubbles, Duan believes truly outstanding companies often thrive amid skepticism.Notably, Duan did not confirm whether he has invested in Pop Mart, but emphasized: “Understanding a business matters far more than chasing trends.” This comment reaffirms his long-standing investment philosophy—“Buying a stock means buying a business.” For investors, Duan’s endorsement may not be a direct buy signal, but it certainly offers a valuable perspective for deeper analysis of Pop Mart.
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