我不认同用消费品的逻辑去评估ip模式。

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Kind-1 (TextNote)

2026-03-26T03:31:06Z

我不认同用消费品的逻辑去评估ip模式。

泡泡的发展路线可以是苹果模式,单点突破,然后及面。

即便不到面的规模,也可以变形金刚模式,从ip到内容,两者结合起来就是迪斯尼模式。

目前看,拉布布还在通过客户自我脑补,高速扩张。 待到增速放缓,届时再上官方指引的内容,那时才是估值爆发点。 https://files.sovbit.host/media/87e02be9ae3894742a3fedda2e6b33675b642800633ab8c7ac1a306f107ac81c/bb958400cfa00285e5da52a4f2e7c97d971115ae38d4760f1f96ab25265f7338.webp https://files.sovbit.host/media/87e02be9ae3894742a3fedda2e6b33675b642800633ab8c7ac1a306f107ac81c/028fb13357fe2a12f151ae5a810d7829360b6a349ca87f750b74d3764305c25e.webp https://files.sovbit.host/media/87e02be9ae3894742a3fedda2e6b33675b642800633ab8c7ac1a306f107ac81c/81e0ae1bbd29d0c1837a54d12debb20dba7b5dc19660f1ccbeb0db7042020c9d.webp https://files.sovbit.host/media/87e02be9ae3894742a3fedda2e6b33675b642800633ab8c7ac1a306f107ac81c/d27b82f5a0d8270ba03e4d8187d01563e9ba3728ceb0814741eca7b8b98bfc37.webp

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