金吾财讯 | 新消费概念股集体走低，布鲁可(00325)跌4.79%，奈雪的茶(02150)跌4.76%，铜师傅(00664)跌4.56%，名创优品(09896)跌3.63%，老铺黄金(06181)跌3.59%，上美股份(02145)跌3.54%，古茗(01364)跌3.18%，锅圈(02517)跌2.63%，巨子生物(02367)跌2.60%，蜜雪集团(02097)跌2.56%，卫龙美味(09985)跌2.09%。华源证券表示，服务消费政策组合拳持续加码，叠加节假日放假配合，预计带动文旅景区产业链、酒店、餐饮业态蓬勃发展，建议关注服务消费板块全年投资主线。1）服务消费方面建议关注受益于出行增长、基本面坚挺的板块，如餐饮、酒店、景区等；2）美护方面建议关注基于较高专业性与创新性的优质国货品牌，如毛戈平，上美股份等；3）黄金珠宝建议关注更受年轻消费者欢迎的古法黄金赛道头部品牌，如老铺黄金，潮宏基等；4）潮玩方面，建议关注具备IP创造及对IP运营有丰富的成功经验的公司泡泡玛特；5）现制茶饮方面，建议关注品牌力较强且业务覆盖区域较广的头部茶饮品牌，如蜜雪集团、古茗。
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