5月16日,休闲中式餐饮龙头绿茶集团正式登陆港交所,截至上午收盘报6.79港元,总市值达到45亿港元。从长期视角来看,新股的投资逻辑还是需要回归基本面,绿茶集团具备清晰的价值逻辑与多重吸引力,后续表现仍值期待。1、消费板块机遇显现,支持价值释放纵观来看,提振消费跃居今年政府工作首要任务,在加征关税背景下,政策支持和内需转向的确定性也越来越强,有望使典型的内需消费行业充分受益。同时,南向资金持续流入...
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