看重全球化前景 海尔智家同时跻身港股两大指数TOP10

金投网
08 Jul

站在2025半年节点上回看,消费投资正经历一场前所未有的转变。当A股消费还在把权重压在白酒股上时,港股消费已经把筹码押在国货出海、Z世代崛起等新叙事上。这种转变,也反映在指数上:有新消费指数之称的国证港股通消费指数年初至今已经上涨了20%多,恒生消费指数从今年低点也累计上涨超15%,而同期中证消费还处于下跌状态。同时,以泡泡玛特、安踏体育、海尔智家等为代表的新消费龙头,成为南向资金加仓的重点。以...

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