11月10日，A股市场大消费股全线爆发，推动港股市场新消费概念股集体走强。其中，沪上阿姨涨超14%，卫龙美味涨超7%，泡泡玛特、蜜雪集团涨超6%，奈雪的茶、古茗、毛戈平涨超5%，茶百道、锅圈、老铺黄金涨超3%。
消息面上，国家统计局11月9日发布的10月份通胀数据释放积极信号。随着扩内需等政策措施持续显效，叠加国庆、中秋长假带动，居民消费价格指数(CPI)环比上涨0.2%，同比上涨0.2%(由降转涨)，扣除食品和能源价格的核心CPI同比上涨1.2%，涨幅连续第6个月扩大。另外，财政部发布2025年上半年中国财政政策执行情况报告。下一步，财政部将继续实施好提振消费专项行动，对重点领域的个人消费贷款和相关行业经营主体贷款给予财政贴息，激发养老、托育等服务消费潜力。
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