近日，泡泡玛特发布了2026年半年报。数据显示，公司上半年实现营收171.7亿元，同比增长23.8%，经调整后净利润51.6亿元。    KYIV, Ukraine -- Six people have been killed in Russian attacks on Ukraine in the past 24 hours, local officials reported Sunday.Two people were killed and three more injured in the Kherson area after more than 100 shells bombarded the region over the weekend, local governor Oleksandr Prokudin wrote on social media.Two guided bombs later hit key infrastructure in Kherson city, sparking a partial blackout and disruption to the area’s water supply, reported the head of the city’s military administration, Roman Mrochko.Local officials said two more people had died in the Donetsk area and that a 57-year-old man and a 54-year-old woman had been killed by an airstrike that destroyed their home in the Kharkiv region.Meanwhile, the Russian defense ministry announced Sunday that Ukraine had launched 27 drones in an overnight attack on western Russia.Officials said that 18 drones were shot down over the Kursk region, leading to speculation in the Russian press that the attack could have been targeting the nearby Khalino military airfield.Images on social media showed burning debris just 1.5 kilometers (a mile) from the airbase, which was previously attacked by Ukrainian forces at the end of September.Writing on social media, Kursk governor Roman Starovoit said that debris had fallen in the region’s namesake capital and the nearby village of Zorino. No casualties were reported.Officials also said that two more drones had been shot down over Russia’s Belgorod region, but did not confirm the fate of the remaining seven drones. Ukrainian media outlets later said that Kyiv’s forces had carried out a successful strike on Russia’s Krasnaya Yaruga electrical substation, close to the Ukrainian border.The reports cited an unnamed source from within Ukraine’s security services and included a video that appeared to show an aerial strike against an unidentified target.The Associated Press could not independently verify the reports.Moscow also said Sunday that it had intercepted a Global Hawk drone close to Russia’s Black Sea border.A Su-27 fighter was scrambled to intercept the drone, which turned away and ultimately did not cross into Russian airspace, the Russian defense ministry said in a statement on social media.。然而，这个成绩低于市场预期。王宁表示："下半年将面临更大压力，大概率完不成既定的20%全年增长目标。"财报发布次日，泡泡玛特股价低开超8%。作为公司除创始人以外的最大股东，段永平在社交平台上面临了大量网友的追问和质疑。

二 | 面对"如何看待泡泡玛特半年报"的提问，段永平回复说："作为股东，我其实觉得蛮好的。"

当有网友具体指出"美洲、亚太、欧洲线上销售拉胯（同比减半），拖累整体业绩"时，段永平直言："我不关心大众预期，只关心公司未来会怎么样，不然我凭什么赚钱？"他还补充道："我不在乎短期的东西。我看了一下财报，觉得蛮好。"

最激烈的交锋来自一位网友的调侃。

三 | 该网友模仿段永平的口吻写道："老年的段：投资泡泡玛特是我这一生犯的最大的错，我以为泡泡玛特有极强的护城河。忘记了它其实就是一个该死的卖布娃娃的零售商。"段永平回怼道："该吃药了吧？"

围绕财报的讨论中，段永平还透露了自己看公司的习惯。有网友问他主要看哪些会计指标，他说"我基本不看财报"。另有人问"有好商业模式和好企业文化的公司，财报大概率也会很好吗"，段永平回应："财报早晚会好的，关键是你的'财报好'的定义是什么？某个季度吗？我对财报的定义是：未来十年财报的总和。"

关于持仓变动，有网友猜测："大道在过去的几个月可能把腾讯陆续卖了换成泡泡玛特了。"段永平反问："那么小看大道？"

除此之外，段永平近期还开展着泡泡玛特巡店活动。段永平在评论区说："今天忙着巡店喝酒聊天，没顾上看股市。"他还表示，巡店中发现虽然门店生意极好，但仍有改善用户体验的空间，并呼吁各地粉丝逛店时帮忙反馈问题。事实上，段永平对泡泡玛特的看好并非临时起意。2026年5月，他卖掉了持有十几年的中国神华，全部置换为泡泡玛特。经多轮增持后，段永平以7.65%持股比例位列泡泡玛特公司的第二大股东。但在8月5日，据香港交易所披露，段永平管理的H&H International Investment对泡泡玛特国际集团有限公司的多头持仓比例于2026年7月30日从7.65%降至5.55%。据悉，这也是段永平自对泡泡玛特公开举牌之后的首次减持。不过，段永平股份权益的百分率水平有所下降，原因是其交付了根据股本衍生工具须交付的股份或款项，并非主动卖出。

四 | 段永平减持泡泡玛特！