金吾财讯 | 新消费板块走强，老铺黄金(06181)涨7.70%，蜜雪集团(02097)涨4.46%，锅圈(02517)涨3.98%，布鲁可(00325)涨3.83%，鸣鸣很忙(01768)涨3.81%，泡泡玛特(09992)涨3.56%。消息面上，东吴证券表示，多细分领域处于历史低位，配置价值凸显。截至2026年3月20日，该机构观察到商社板块多个细分领域估值已处于历史较低分位水平。当前消费板块整体情绪偏弱，但估值回归历史底部的过程，为中长期布局提供了较好的安全边际。从PE-TTM分位数来看，黄金珠宝、出行链、人服教育、零售百货等多个子板块的核心公司已回落至历史10%分位以下，具备较高的配置价值。
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