外资基金经理看“中国新消费”:女性情感消费推高估值,持续创新力是未来

第一财经
11 Jun

今年以来,“中国新消费”主题引领港股行情,例如主打“悦己”的泡泡玛特(09992.HK)、老铺黄金(06181.HK)、毛戈平(01318.HK)。市场的表现也显示,似乎年轻一代尤其是女性偏好的公司在此轮行情中被给予了高估值。  究竟国际投资人如何看待这波港股的崛起?“中国新消费”的狂潮能持续多久?对此,第一财经采访了美国头部资管机构景顺(Invesco)中国内地及香港地区首席投资官马磊。他聚焦...

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