一个被忽视的“新消费”角落

财富观察室
Jul 04, 2025

01.在风头十足的“新消费”中,被关注最多的是老铺黄金、泡泡玛特、蜜雪冰城这几家港股公司。其次是REITs市场上的消费标的,在4月份《消费股拉垮,关我消费REITs什么事》的文章里,我讲过REITs作为一种特殊的“小盘股+新股”,是近年小盘股牛市中的一员,跟北证50猛涨其实是一回事。当然,REITs也不是乱涨的,上半年涨幅三甲中,涨48.33%的华夏成都大悦城REIT、涨44.73%的华安五角场...

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