2025年已经步入最后一个季度,今年如果关注消费市场的情况,大家应该会发现一个非常明显的特点:诸如泡泡玛特,老铺黄金,蜜雪冰城这样的“新消费三杰”爆火,传统的白酒,乳制品这样的消费品走进逆周期区间,与之形成巨大反差。更有意思的是,在很多论坛上,买了白酒和乳制品行业的专业投资者已经开始被戏称为“老登”了。的确,在人口和经济结构出现巨大变化的当下,传统消费品,甚至是前两年的互联网行业,确实都撞上了周期...
Source Link2025年已经步入最后一个季度,今年如果关注消费市场的情况,大家应该会发现一个非常明显的特点:诸如泡泡玛特,老铺黄金,蜜雪冰城这样的“新消费三杰”爆火,传统的白酒,乳制品这样的消费品走进逆周期区间,与之形成巨大反差。更有意思的是,在很多论坛上,买了白酒和乳制品行业的专业投资者已经开始被戏称为“老登”了。的确,在人口和经济结构出现巨大变化的当下,传统消费品,甚至是前两年的互联网行业,确实都撞上了周期...
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