周一盘中，新消费概念股普遍走强，其中奈雪的茶（02150.HK）表现抢眼，股价大涨5.36%，引发市场关注。
从整体市场来看，新消费概念股呈现普涨态势。沪上阿姨（02589）涨幅超过10%，泡泡玛特（09992）、巨子生物（02367）等多只个股均有不同程度上涨。分析人士认为，这波涨势可能与机构对新消费板块的看好有关。
中国银河证券在最新研报中指出，10月下旬市场重点将聚焦三季报业绩，新消费方向的公司具备较好业绩表现，建议重点关注相关绩优个股与板块。此外，中信建投也发布研报称，当前市场可能出现风格切换行情，基本面预期改善的品种有望领涨市场。这些积极的市场观点可能推动了包括奈雪的茶在内的新消费概念股的上涨。投资者对于新消费行业的信心提升，也反映在奈雪的茶等龙头企业的股价表现上。
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