Deep_Thinker
05-30
今日接盘,明日配股600亿,你买在20倍的极端顶部,此生绝望
茅台“铁粉”转战泡泡玛特 消费投资逻辑聚焦“含新量”
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":440476066251592,"tweetId":"440476066251592","gmtCreate":1748576387116,"gmtModify":1748576388232,"author":{"id":14642552333840,"idStr":"14642552333840","authorId":14642552333840,"authorIdStr":"14642552333840","name":"Deep_Thinker","avatar":"https://static.tigerbbs.com/6bb4471a22ea635557855d05384a24ba","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":21,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>今日接盘,明日配股600亿,你买在20倍的极端顶部,此生绝望</p></body></html>","htmlText":"<html><head></head><body><p>今日接盘,明日配股600亿,你买在20倍的极端顶部,此生绝望</p></body></html>","text":"今日接盘,明日配股600亿,你买在20倍的极端顶部,此生绝望","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/440476066251592","repostId":2539029757,"repostType":2,"repost":{"id":"2539029757","kind":"news","pubTimestamp":1748564219,"share":"https://www.laohu8.com/m/news/2539029757?lang=&edition=full","pubTime":"2025-05-30 08:16","market":"us","language":"zh","title":"茅台“铁粉”转战泡泡玛特 消费投资逻辑聚焦“含新量”","url":"https://stock-news.laohu8.com/highlight/detail?id=2539029757","media":"南方财经网","summary":"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。","content":"<html><body><div>\n<p> 南方财经5月30日电,随着在港交所挂牌的<span><a href=\"https://laohu8.com/S/09992\">泡泡玛特</a></span>凭借爆款IP上演“股价超十倍神话”,不少曾经重仓持有<span><a href=\"https://laohu8.com/S/600519\">贵州茅台</a></span><span></span>的“铁粉”基金经理,相继“转战”<span href=\"http://quote.eastmoney.com/unify/r/116.09992\" target=\"_blank\" web=\"1\">泡泡玛特</span>。与此同时,众多基金经理开始迫切寻找能复制<span href=\"http://quote.eastmoney.com/unify/r/116.09992\" target=\"_blank\" web=\"1\">泡泡玛特</span>神话的新消费标的。 </p><p> 市场没有让人失望。近期,A股、港股市场中以食品零售、<span>宠物经济</span><span></span>、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。 </p><p> “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<span>证券</span><span></span>报)</p><p>(文章来源:南方财经网)</p> </div></body></html>","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>茅台“铁粉”转战泡泡玛特 消费投资逻辑聚焦“含新量”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n茅台“铁粉”转战泡泡玛特 消费投资逻辑聚焦“含新量”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-30 08:16 北京时间 <a href=http://stock.eastmoney.com/a/202505303418531418.html><strong>南方财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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,...</p>\n\n<a href=\"http://stock.eastmoney.com/a/202505303418531418.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","09992":"泡泡玛特","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","SG9999002950.SGD":"United Asian Growth Opportunities SGD","BK1224":"专卖店","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC","LU0823426480.USD":"法巴中国股票经典Dis","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0823426308.USD":"法巴中国股票基金"},"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,"tweetType":1,"viewCount":613,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":52,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/440476066251592"}
精彩评论