金吾财讯 | 新消费概念股普涨，截至发稿，沪上阿姨(02589)涨10.16%，泡泡玛特(09992)涨5.76%，巨子生物(02367)涨3.69%，奈雪的茶(02150)涨3.57%，毛戈平(01318)涨3.28%，达势股份(01405)涨2.67%，布鲁可(00325)涨2.61%，古茗(01364)涨2.04%。消息面上，中国银河证券发布研报称，10月下旬，市场重点将聚焦于三季报业绩，以新消费方向为代表的公司具备较好业绩，相关绩优个股与板块可重点关注。展望25Q4，该行建议关注二条线索：1)年底的估值切换行情，关注新消费方向具备扎实基本面的标的；2)在PPI改善向CPI改善逐渐传导的预期下，可重点关注估值低位+供给出清的顺周期方向。此外，中信建投发研报指，当前阶段，指数依然震荡上行但涨幅放缓，经济基本面改善或新兴产业/赛道业绩释放消化偏高的估值水平；这一阶段可能出现风格切换行情，估值高企但增速预期下调板块可能出现阶段性调整，基本面预期改善的品种领涨市场，景气投资风格占优。该机构表示，警惕科技板块结构性/阶段性回调风险。建议寻找业绩弹性，把握结构性行情。
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