中国消费投资的世界里,两个标志性事件正在同时上演:一边是贵州茅台完成1.2亿元回购后,股价却一度连跌9日;另一边是泡泡玛特斥资3.5亿港元回购,市值一周内激增近600亿港元。新“老”消费之间出现这种温差并非偶然,而是揭示了一个不可忽视的趋势——在人口结构变化、地产周期转型和消费观念重塑的多重作用下,中国消费的春天正在加速向“新”方向转移。近期,传统消费之王贵州茅台与新消费代表泡泡玛特,几乎同时进行...
Source Link中国消费投资的世界里,两个标志性事件正在同时上演:一边是贵州茅台完成1.2亿元回购后,股价却一度连跌9日;另一边是泡泡玛特斥资3.5亿港元回购,市值一周内激增近600亿港元。新“老”消费之间出现这种温差并非偶然,而是揭示了一个不可忽视的趋势——在人口结构变化、地产周期转型和消费观念重塑的多重作用下,中国消费的春天正在加速向“新”方向转移。近期,传统消费之王贵州茅台与新消费代表泡泡玛特,几乎同时进行...
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