失业生

近日，泡泡玛特发布了2026年半年报。    PASO CANOAS, Costa Rica -- The fleet of buses roared past the Panama-Costa Rica border.Hundreds of Venezuelan, Haitian and Ecuadorian migrants pressed their faces to the windows as they looked out onto a sign that read “Welcome to Costa Rica.” But few of them will see more of the country than the winding roads through foggy glass.That's because last week Costa Rica and Panama announced that, amid a historic crush of people headed to the United States, thousands of migrants a day would be bussed from the jungle-clad Darien Gap through their territories to the Nicaraguan border.The move is the latest patchwork solution by governments in Central America that often have appeared more concerned with lessening the impact on their own nations than complying with pressure from the Biden administration to keep migration levels in check. Regional leaders will seek longer term solutions at a migration summit in Mexico on Sunday.For many undertaking the dangerous journey north, like María Angelys, a 30-year-old Venezuelan traveling with her 2-year-old daughter, the bus program sent a clear message: You’re not welcome.“There are tons of Venezuelans everywhere, and the reality is that they don’t want us here,” said Angelys, waiting in a Costa Rican detention facility for a bus. Angelys, who left Venezuela in October due to the economic crisis in her country, said she had hoped to rest after trekking days through the rugged jungle dividing Colombia and Panama. But conditions in Costa Rica's migrant camp were so bad she wanted to continue on as fast as possible.Angelys and her daughter are among more than 420,000 migrants to cross the Darien Gap this year. They wind their way through Central America and Mexico to the U.S.-Mexico border, where U.S. authorities say they’ve stopped migrants more than 1.8 million times in the first 11 months of this fiscal year.The volume even prompted the Costa Rican government to declare a state of emergency in late September. It was a drastic step in a country long known for its open asylum laws and hospitality.“We don’t have the capacity to take on this flow of people,” Jorge Rodríguez, the vice minister to the president, said. “Aid has been generous, but it’s not enough.”Buses pick migrants up from camps in eastern Panama, and transport between 1,500 and 2,000 people a day across Costa Rica's border. They’re dropped off in cramped detention facilities where most sleep on green army cots, bunk beds, cardboard or in tents on the ground where some say liquid from portable toilets leaks.Migrants are not permitted to leave the fenced-off buildings, once a factory, until they buy a bus ticket. A number of migrants told The Associated Press on Monday that they hadn’t eaten since the weekend. Most migrants buy their own bus tickets, paying $30 per person.“You’re Costa Rica and you have a hundred thousand Venezuelan, Chinese, Indians and Ecuadorians in your territory. What do you do? You can’t afford to send them back. This is the least bad option for them,” Adam Isacson, an analyst tracking migration for the Washington Office on Latin America said.It “keeps the migration out of sight, out of mind,” he added, but passes the problem along to the next country.Rodríguez, the vice minister, said while camps “don’t have the best conditions,” it is still better than before when migrants slept on the street. The government is working to address the situation, he said, but still needs training for aid staff, as well as donations of food, beds and vaccines to stop the spread of disease.Angelys, the Venezuelan mother, was among dozens of people waiting in line at Western Union inside the facility for hours for a transfer of $200 from her husband in Chicago to buy bus tickets. She cradled her daughter as other children played and slept on the ground nearby."On one hand, I see it as really good, you get out of the country quickly," she said. “The objective is the United States, no? Not to stay here. But there are many more that don't have the money."Others like 25-year-old Venezuelan migrant Ebrard Sánchez spent his last $120 paying for the government-organized buses from Panama to Costa Rica. The ride was a welcome respite for his wife and 7-year-old son after being robbed in the jungle.Without anyone to transfer the $90 they needed to board the bus to the Nicaragua border, the family had been in the migrant camp for five days waiting for one of the few bus trips donated by companies or aid groups.Sánchez said they would have never climbed aboard if they had known they wouldn't be able to leave the facility."We honestly feel as if we were in prison,” he said. “All we want to do is work, and everyone is closing their doors on us.”Despite two officials and a dozen migrants in the camp telling the AP that migrants are not allowed to leave the camp, Rodríguez, the vice minister, said migrants are not prohibited from exiting, but that doing so would be illegal due to their migratory status.Other countries on the path north — which have long been the source of migration — have scrambled to cope in different ways.In Nicaragua, migration has seen little control, and by most accounts is speedy.Daniel Cano, a 27-year-old Venezuelan who had made it to southern Honduras with his wife and dog, said they crossed Nicaragua in 13 hours without problems. Other migrants who recently crossed Nicaragua said authorities made them get on buses that delivered them directly to the Honduran border.Honduras offers its own host of problems. Migrants can move freely, unlike in Costa Rica, but they lack basic sanitation and are living in deplorable conditions.Denilson Borges, coordinator for Doctors without Borders in the Honduran city of Danli, said the number of migrants crossing Honduras has created a health emergency. Doctors are treating everything from respiratory infections to injuries from violent attacks. Last month, Honduras President Xiomara Castro called it “a humanitarian crisis” requiring a regional response.Honduran immigration officials issue on average 4,000 five-day transit permits to arriving migrants each day in the southern cities of Danli and Trojes.Tents occupy any scrap of greenspace in Danli. At one park, 48-year-old Suhail Briceño rested in her family’s small tent squeezed alongside some two dozen others. Black plastic sheeting was spread over it against frequent rain showers. There were no public toilets.The Venezuelan, struggling with stomach problems, had been living there for two weeks with her husband and other relatives waiting for her son to wire them money to continue moving north. The U.S. government wants countries like Costa Rica and Honduras to manage the flow while trying to deal with the thousands crossing their borders. U.S. Assistant Secretary of State for Western Hemisphere Affairs Brian Nichols told media earlier this month that while such countries are doing a lot “they need to step up and do more.”The moves by Costa Rica and Panama come after weeks of pleading for more international aid to cope with migration.Without ready solutions, leaders from sending countries like Cuba, Venezuela and Haiti, along with Central American transit countries, will meet in Mexico on Sunday to discuss migration and what's pushing people to flee their countries. Biden and other leaders have long touted tackling the roots of migration — corruption, violence and economic crisis — but so far results are limited. “We have an international community that is in denial on how to deal with Venezuela, how to deal with Haiti, how to deal with Nicaragua," said Manuel Orozco, director of the migration, remittances and development program at the Inter-American Dialogue. "And these (transit) countries are the ones facing the consequences.”___Associated Press writers Marlon González in Danli, Honduras and Elliot Spagat in San Diego contributed to this report.。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。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。

B | "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。

C | 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。

D | 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。

E | 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。

F | 忘记了它其实就是一个该死的卖布娃娃的零售商。

G | "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"。

H | 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。

I | 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。段永平减持泡泡玛特！