泡泡玛特

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老段凭一己之力扭转了泡马特的走势

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他自己都不知道

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22万5000手的马帕瓦特到底是2000

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250万股还是4500万股

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因为帕瓦特一手是200股啊

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4500万5什么概念呢

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我大概看了看啊

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如果他卖150的伏特的话

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按照3年前的那个全一斤

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大概一股能在10~12块钱左右

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比如说他现在

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他已经收了大概五到6亿的权益金了

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那即使呢他借不到正股啊

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按照他这个资金回报率的话

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应该也在10%以上

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因为你按照150去去掉12块钱

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那股价138

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那4500万股的话

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大概要50到60亿啊

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五到60亿的话

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收五到6亿

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权一斤的话十个点

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按照老段的风格的话

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那年化要到20%以上

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也就他接下来可能还继续卖

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但是这笔收益呢其实蛮好的

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但是老张说的很清楚

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他说反正我赚了钱呢啊

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我也要做公益啊

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至于说那接不到正股呢

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其实也无所谓

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讲了一个关于机会成本啊

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因为机会成本的逻辑呢

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老段他一直是满仓嘛

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他需要如果他要接这个只股的话

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他可能要调仓

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那对他来讲他调仓

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比如说那到底是卖腾讯呢啊

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还是调其他的仓位呢

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啊对他来讲可能都要考虑啊

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因为你说15倍的帕瓦特啊

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和这个不到20倍的腾讯啊

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哪个活拨率更高

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那其实是不好说的

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那有可能啊

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那有可能这个啊腾讯的回报率更高一点啊

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也有可能跑马特的增速更快一点

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但是你要从商业模式来讲

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那腾讯的商业模式肯定比泡马特啊

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要更扎实一点吧

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它确定性更强一点

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那第二个呢就是腾讯还有一些AI概念嘛

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那你看美股啊

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最近这些AI公司马上创新高了

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那腾讯呢可能啊一个一个趋势下来

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可能也会反弹

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比抛网的更快

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那还有一个呢就是帕瓦特他的物理局限性啊

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因为它毕竟是线下实体嘛

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他没有像线上一样爆发多猛啊

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但是从老张的风格来讲

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他会一直卖啊

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就像他自己说80%的啊

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苹果的正骨都是啊扑进来的

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那他在泡马特上有没有可能哈也是这个做法呢

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我觉得大概率啊五六十亿的话

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如果按照150的话

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他大概三个点左右的股份啊

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然后按照现在的大概是三个点左右

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对那老段的目标是什么呢

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就不要进入5%的哈哈

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这个哼泡马特的股东行业啊

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因为这个需要公告啊

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需要这个减持之类的

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还需要公告之类的

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太麻烦了嘛

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嗯但是呢你说老段他真的不知道啊

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111手破瓦特的期权是200股吗

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我觉得不可能

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大家觉得呢

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