蜜雪集团（02097）今日盘中大涨6.43%，引发投资者关注。这一涨幅是在港股市场新消费概念股集体走强的背景下发生的。
据悉，A股市场大消费股全线爆发，带动港股市场新消费概念股普遍上涨。除蜜雪集团外，沪上阿姨涨超14%，卫龙美味涨超7%，泡泡玛特涨超6%，奈雪的茶、古茗、毛戈平等多只股票也出现不同程度上涨。这波涨势反映了投资者对消费类股票的乐观情绪。
分析人士认为，这轮涨势背后有多重利好因素支撑。首先，国家统计局最新公布的10月份通胀数据释放积极信号，CPI环比上涨0.2%，同比由降转涨。其次，财政部近期表示将继续实施提振消费专项行动，包括对重点领域个人消费贷款和相关行业经营主体贷款给予财政贴息，以激发养老、托育等服务消费潜力。这些政策措施预计将进一步刺激消费需求，为新消费概念股带来更多增长机会。
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