【一代人有一代人的“茅台” “情绪价值”成基金投资新消费关键词】金十数据5月12日讯,今年以来,在港股市场和A股市场中,谷子经济、贵金属消费、美容护理、宠物经济、休闲零食等新兴消费领域牛股频出,让许多重仓新消费的基金迎来净值上涨。相较而言,持仓传统消费股的基金经理,其业绩已被持仓新兴消费股的基金经理远远甩在了后面。国泰消费优选基金经理李海认为,近年来,以情绪价值、悦己消费等为代表的新消费崛起,反映了消费者消费习惯的改变和消费需求的多元化。消费者不再仅仅满足于商品的基本功能,开始更加注重消费过程中的情感体验与满足。当消费者从物质消费转向更加关注精神消费,本质上是一种精神领域的消费升级。中国消费市场足够大、足够广、足够复杂,每一个细分领域都有不同需求,比如有的消费者会更追求性价比,有的消费者则会更追求精神层面的需求。
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