黄金、潮玩IP、年轻人消费、AI等是机构投资人关注的话题。近期，港股市场中的新消费板块表现亮眼，“泡泡玛特、老铺黄金、蜜雪集团”被市场视为三巨头。同期的A股市场在关注哪些新消费龙头？这从机构调研记录可见一斑。今年二季度以来，多家A股新消费企业股价涨幅超30%，吸引了多家机构投资多次调研。据21世纪经济报道记者统计，5月以来，曼卡龙（300945.SZ）、周大生（002867.SZ）均吸引了10多家...
Source Link黄金、潮玩IP、年轻人消费、AI等是机构投资人关注的话题。近期，港股市场中的新消费板块表现亮眼，“泡泡玛特、老铺黄金、蜜雪集团”被市场视为三巨头。同期的A股市场在关注哪些新消费龙头？这从机构调研记录可见一斑。今年二季度以来，多家A股新消费企业股价涨幅超30%，吸引了多家机构投资多次调研。据21世纪经济报道记者统计，5月以来，曼卡龙（300945.SZ）、周大生（002867.SZ）均吸引了10多家...
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