沪上阿姨午后逆市冲高,一度涨近15%,机构认为新消费有长期逻辑支撑

新浪港股
Jun 18, 2025
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  6月18日消息,沪上阿姨午后逆市冲高,一度涨近15%,现涨11.27%报144.2港元。

  对于当前的市场,机构认为,虽然新消费拥挤度已然升高,但是要看到新消费现象并非仅仅依靠资金短期博弈,其热度背后有着长期逻辑支撑,行业具备景气度、政策、技术创新以及趋势性发展逻辑,看好行业未来成长空间和中长期结构性投资机会。不过,也有分析认为,2025年内还是需要审慎看待更广泛的新消费扩散行情。

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