Views on stocks like Pop Mart and Juzibiotech

PortfolioAlert · 2026-03-28T01:43:39+00:00

1. Women and children's money is still easy to earn. 2. Pop Mart, Juzhi Biotech, and others are driven by single blockbuster products, which also explains the current decline. Their price movements are no different from resource stocks—one is volume, the other is price. 3. Whether Pop Mart and similar stocks stabilize depends on the steady volume of blockbuster products, and whether they can resume an upward trend depends on whether new blockbusters emerge. 4. Retail investors are better off following the trend when investing in these types of stocks. Price-increase themes are easier to handle than incremental growth themes.

PortfolioAlert

2026-03-28 01:43:39

Money from women and children is still easy to earn.
Pop Mart, Giant Biotech, and others are all single-hit products that bring opportunities, and they are also the reason for the current decline. There is no difference in price changes compared to resource stocks; one is about volume, the other is about price.
The stabilization of stock prices for companies like Pop Mart depends on the stable volume of hit products, and whether they can return to an upward trend depends on if there are new hit products.
Retail investors are better off following trends with these types of stocks. Themes related to price increases are easier to work with than themes related to volume increases.

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