当老铺黄金的古法金饰成为社交平台新宠、泡泡玛特的盲盒引发抢购热潮、年轻人的“晒单”“收藏”“心头好”话题刷屏社交平台……在传统消费板块持续承压的背景下,新消费浪潮正以超出传统认知的方式席卷市场。在资本市场,新消费赛道概念异军突起,泡泡玛特(09992.SZ)、老铺黄金(06181.SZ)等多只个股的年内股价涨幅亮眼甚至实现翻倍,而部分绩优基金产品也早将视野聚焦在这一领域,新消费龙头的基金重仓数量、...
Source Link当老铺黄金的古法金饰成为社交平台新宠、泡泡玛特的盲盒引发抢购热潮、年轻人的“晒单”“收藏”“心头好”话题刷屏社交平台……在传统消费板块持续承压的背景下,新消费浪潮正以超出传统认知的方式席卷市场。在资本市场,新消费赛道概念异军突起,泡泡玛特(09992.SZ)、老铺黄金(06181.SZ)等多只个股的年内股价涨幅亮眼甚至实现翻倍,而部分绩优基金产品也早将视野聚焦在这一领域,新消费龙头的基金重仓数量、...
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