金吾财讯 | 部分新消费股降温，老铺黄金(06181)逆市跌9.89%，泡泡玛特(09992)跌3.01%，沪上阿姨(02589)跌2.18%，锅圈(02517)跌2.11%，上美股份(02145)跌2.08%，蜜雪集团(02097)跌1.90%，巨子生物(02367)跌1.77%，古茗(01364)跌1.76%。中金发布研报称，新消费围绕目标客群的多元诉求，以新技术、新理念、新模式为创新点，持续推出契合市场需求演变的产品与服务，满足消费者品质化、个性化需求。对于新消费的投资，要关注企业创新、战略、运营方面的能力提升，看其是否能化流量优势为品牌力量，化短期热度为中长期可持续增长的契机。
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