南方财经5月30日电，随着在港交所挂牌的泡泡玛特凭借爆款IP上演“股价超十倍神话”，不少曾经重仓持有贵州茅台的“铁粉”基金经理，相继“转战”泡泡玛特。与此同时，众多基金经理开始迫切寻找能复制泡泡玛特神话的新消费标的。
市场没有让人失望。近期，A股、港股市场中以食品零售、宠物经济、美妆个护为代表的具有新消费特征的公司表现突出，诞生了一批“翻倍股”，赚足市场眼球。Wind数据统计，截至5月28日，押注新消费的权益类基金今年以来最高回报率已超50%，还有20多只消费主题基金（不同份额分开计算）今年以来的回报率在20%以上。
“消费赛道短期内可能有些过热。”一位长期关注新消费的公募基金经理对记者表示。但业内人士普遍认为，从中长期来看，消费板块依然具有增长潜力。另外从最新调研数据可以看出，大消费赛道5月以来仍是机构调研的热点所在。（中国证券报）
（文章来源：南方财经网）
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