茅台“铁粉”转战泡泡玛特消费投资逻辑聚焦“含新量”

南方财经网2025-05-30

南方财经5月30日电，随着在港交所挂牌的泡泡玛特凭借爆款IP上演“股价超十倍神话”，不少曾经重仓持有贵州茅台的“铁粉”基金经理，相继“转战”泡泡玛特。与此同时，众多基金经理开始迫切寻找能复制泡泡玛特神话的新消费标的。　　市场没有让人失望。近期，A股、港股市场中以食品零售、宠物经济、美妆个护为代表的具有新消费特征的公司表现突出，诞生了一批“翻倍股”，赚足市场眼球。Wind数据统计，截至5月28日，...

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Deep_Thinker
2025-05-30
Deep_Thinker
今日接盘，明日配股600亿，你买在20倍的极端顶部，此生绝望

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href=\"http://stock.eastmoney.com/a/202505303418531418.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC","LU0823426308.USD":"法巴中国股票基金","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","09992":"泡泡玛特","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","SG9999002950.SGD":"United Asian Growth Opportunities SGD","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC","BK1224":"专卖店","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0823426480.USD":"法巴中国股票经典Dis"},"source_url":"http://stock.eastmoney.com/a/202505303418531418.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2539029757","content_text":"南方财经5月30日电，随着在港交所挂牌的泡泡玛特凭借爆款IP上演“股价超十倍神话”，不少曾经重仓持有贵州茅台的“铁粉”基金经理，相继“转战”泡泡玛特。与此同时，众多基金经理开始迫切寻找能复制泡泡玛特神话的新消费标的。 　　市场没有让人失望。近期，A股、港股市场中以食品零售、宠物经济、美妆个护为代表的具有新消费特征的公司表现突出，诞生了一批“翻倍股”，赚足市场眼球。Wind数据统计，截至5月28日，押注新消费的权益类基金今年以来最高回报率已超50%，还有20多只消费主题基金（不同份额分开计算）今年以来的回报率在20%以上。 　　“消费赛道短期内可能有些过热。”一位长期关注新消费的公募基金经理对记者表示。但业内人士普遍认为，从中长期来看，消费板块依然具有增长潜力。另外从最新调研数据可以看出，大消费赛道5月以来仍是机构调研的热点所在。（中国证券报）（文章来源：南方财经网）","news_type":1,"symbols_score_info":{"09992":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like 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茅台“铁粉”转战泡泡玛特 消费投资逻辑聚焦“含新量”

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茅台“铁粉”转战泡泡玛特消费投资逻辑聚焦“含新量”