事项:2024 年以来虽然消费大盘相对承压,传统消费龙头股价也相对平淡,但以泡泡玛特、老铺黄金、布鲁可、毛戈平等为代表的港股新消费标的,以及A 股个护板块内的高增长标的,均实现了亮眼的股价表现。引发了市场对于新消费行情的讨论。国信零售观点:本轮崛起的新消费品牌有着诸多不同以往的特质:1)品牌所属行业普遍是有着较为充分消费者认知的传统赛道,且存在个股基本面表现显著独立于行业的弱beta 强alpha...
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