金吾财讯 | 新消费板块强势，古茗(01364)涨11.37%，奈雪的茶(02150)涨7.26%，蜜雪集团(02097)涨5.93%，卫龙美味(09985)涨5.87%，布鲁可(00325)涨4.67%，茶百道(02555)涨3.53%，沪上阿姨(02589)涨3.78%。国泰海通证券表示，假期经济表现稳中有升，出行方面，国庆中秋假期前五天，跨区域人员流动日均值1.54亿人次（同比5.4%），出境、出国游航班执行数增幅超12%，返乡与旅游出行需求旺盛。服务消费量增价稳，不同省市接待游客和旅游收入均有增长，但涨幅分化较大，且人次增长快于金额增长；电影消费受影片质量影响表现平淡，票价继续回落。商品消费方面分化明显，汽车受补贴临近到期、新品上市影响表现较好，家电消费受高基数扰动，但智能、绿色品类表现亮眼。地产销售假期回落，同比因基数扰动分化，土地市场偏冷。该机构指，假期消费注重“性价比”和“心价比”。一方面，当前消费者更关注性价比，对价格敏感度增加。另一方面，情绪价值成为消费决策的核心考量项，消费者愿意为情绪支付溢价。
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