一个消费主题基金最近表现得好不好,很大程度上是被自己的港股仓位所决定的。从内需消费成为人们关切的经济驱动因素,到中央正式出台《提振消费转向行动方案》,整个大消费仍然处在冰火分化中。如果只从统计数据出发,似乎还未能看到显著的起色,但这并不妨碍港股的“新消费三姐妹”成为资本市场里金光闪闪的名字。老铺黄金上市不到一年,市值超越周大福;蜜雪冰城上市七天,股价上演翻倍;相比之下,泡泡玛特更像是三姐妹里的大...
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