Views on stocks like Pop Mart and Juzibiotech

PortfolioAlert · 2026-03-27T01:43:06+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

2026-03-27 01:43:06

Women’s and children’s money is still easy to make.
Pop Mart, Juzhi Biotech, and others are driven by single blockbuster products, which also explains the current decline. It’s no different from resource stocks in terms of price changes—one is volume, the other is price.
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.
Retail investors are better off following trends when investing in these types of stocks. Price-increase themes are easier to handle than incremental growth themes.

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