新消费“闪亮”假期!泡泡玛特、蜜雪集团、老铺黄金等成为公募重仓股“新宠”

券商中国
May 07, 2025

“五一”假期已过去,但方兴未艾的潮玩消费引发的投资前景,持续成为市场热议焦点。 从基金投研人士对券商中国记者分享的假期出行见闻来看,泡泡玛特、蜜雪冰城,以及黄金潮牌饰品等,成为今年火热消费中的新亮点。与此相对应的是, 泡泡玛特 、老铺黄金 、蜜雪集团 等消费个股年内累计涨幅都超过了100%。 在这些新兴消费品牌崛起下,券商中国记者还发现,基金重仓股也随之发生变化,个别基金经理不再执着于白酒等传统...

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