Opinion手机网易网
Blokees Stock Halves Post-IPO: Dragged by the 'Middle-Aged POP MART' Label
Blokees surged over 40% on debut but has since fallen over 60% from its peak. The article compares Blokees' heavy reliance on licensed IPs like Transformers with POP MART's model centered on owned IPs, arguing the 'middle-aged POP MART' label cannot sustain high valuations. AI-generated
Why it matters：Analyzes the valuation logic and risks behind the 'middle-aged POP MART' label by comparing business models.
AnalysisBlokeesPOP MARTEarningsResale
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