2025年至今，大消费板块表现强劲，老铺黄金、泡泡玛特、古茗、蜜雪集团股价涨幅分别达250%、209%、143%、109%，跑赢英伟达等AI企业。京东发力外卖，美团与阿里加码闪购，渠道巨头争夺即时零售话语权。产能过剩背景下，创造新消费场景成为增长重点，即时零售激活“到家”场景，泡泡玛特开辟潮玩市场。供大于求时代，品牌价值凸显。泡泡玛特、蜜雪冰城、老铺黄金通过广告建设成为细分领域标杆，而依赖“种草”...
Source Link2025年至今，大消费板块表现强劲，老铺黄金、泡泡玛特、古茗、蜜雪集团股价涨幅分别达250%、209%、143%、109%，跑赢英伟达等AI企业。京东发力外卖，美团与阿里加码闪购，渠道巨头争夺即时零售话语权。产能过剩背景下，创造新消费场景成为增长重点，即时零售激活“到家”场景，泡泡玛特开辟潮玩市场。供大于求时代，品牌价值凸显。泡泡玛特、蜜雪冰城、老铺黄金通过广告建设成为细分领域标杆，而依赖“种草”...
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