国证港股通6月数据:小米消失,泡泡玛特第一,海尔智家权重提升

中金在线
04 Jul

新消费浪潮下,资本市场对消费企业的评价体系正悄然生变。6月国证港股通消费指数最新调整结果出炉,与5月相比,泡泡玛特虽然权重有所下降,但仍以8.53%的占比稳居第一;此前上榜的小米消失,李宁上榜,海尔智家、老铺黄金、百胜中国等企业权重均实现了不同程度的提升。这一变动背后,不难看出消费赛道的新逻辑——能否精准捕捉Z世代需求成为资本市场的评判标准。泡泡玛特的持续领跑,正是凭借MOLLY、LABUBU等...

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