“三朵金花”中报业绩亮眼 港股新消费进入下半场

南方财经网
Sep 03

  南方财经9月3日电,据中国证券报,回顾今年以来行情,新消费无疑是港股市场的焦点板块之一。日前,多家港股新消费企业披露中期业绩,整体表现可圈可点。其中,被市场誉为港股“三朵金花”的泡泡玛特老铺黄金蜜雪集团,其营收、净利润均远超市场预期,出海业务成业绩增长新抓手。受中报行情带动,恒生消费指数在8月26日触及阶段高点,随后有所回落,截至9月2日近5个交易日累计回撤逾3%。业内人士认为,港股新消费板块正在进入下半场,从上半年的“贝塔”行情进入逐渐分化的“阿尔法”行情。中长期来看,随着新消费趋势加速演绎,港股新消费板块有望继续向上。

(文章来源:南方财经网)

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