机构称当前消费情绪处于低点，或可聚焦具备长期成长逻辑的新消费主线

每日经济新闻11-10

11月10日，港股新消费走强，泡泡玛特领涨超8%，蜜雪集团、古茗、新秀丽、老铺黄金、蒙牛乳业等个股跟涨。受此影响，港股消费ETF（513230）午盘持续走强，现涨2.79%。消息面上，11月7日，财政部发布2025年上半年中国财政政策执行情况报告，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。国金证券认为，当前消费情绪处于...

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