基金经理逐浪新消费:有人跌倒,有人吃饱

财经
18 Jun

老铺黄金、泡泡玛特的走红,是新消费崛起的一个缩影。来源|《财经》新媒体文|蒋金丽编辑|蒋诗舟从古法黄金到潮玩抢购,新消费的浪潮席卷资本市场。当老铺黄金门口凌晨三点就排起长队,这家黄金界的“新贵”,上市不到一年,就创造了20几倍的股价神话。当Labubu跻身全球潮玩顶流,线上线下“一娃难求”,泡泡玛特年内股价已经翻了4倍。无论是“直呼看不懂”,还是“拥抱Z世代”,对于基金经理来说,不断打破市盈率...

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