猿猿之程序员
06-16
观念改得太快了都有点跟不上了
@话题虎:
消费观早变了!瑞银给出“HAPPI”投资主线,你看好哪条投资赛道?
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class=\"teditor-mention\" data-mention-name=\"泡泡玛特\" href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$</a> </p></li></ul><p></p><p>符合当前需求的,才算是刚需,瑞银围绕当前的趋势,配合“高息防守+精选成长”,给到了这样一个HAPPI主题投资布局,<span style=\"color:#169179;\" class=\"color-mark\">结合王宁2023年的分享,无用的,才是永恒的—不要求具备功能属性,只要精神满足,就能实现价值。</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b74c048d970a20e9265b0e2bc6a75b49\" tg-width=\"651\" tg-height=\"817\"></p><p></p><p><strong><span style=\"color:#E67E23;\" class=\"color-mark\">大家觉得瑞银给到的”HAPPI”投资主题,符合当前消费趋势吗?你看好“把银子卖出金价”的这种情绪消费赛道吗?<span class=\"teditor-emoji\">[开心]</span></span></strong></p><p><strong>评论区分享你的消费或投资观,一起赢取1000虎币奖励!</strong></p><p></p></body></html>","htmlText":"<html><head></head><body><blockquote><p><strong>到底是传统消费被普遍低估,还是中国消费观已经改变?</strong></p></blockquote><p></p><p>上半年港股频现大牛股,新消费板块不断走高,924以来,新消费板块的老铺黄金涨超6倍,泡泡玛特涨幅近5倍,相反传统消费板块不断走低。有人认为现在是传统消费很多被普遍低估,应该在其中寻找机会,但还有一种观点,就是中国消费观其实已经发生了改变。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4950bd8eef788555ac1b4c4b046d6e5b\" tg-width=\"1179\" tg-height=\"833\"></p><p></p><p>瑞银认为中国在整体零售还比较疲软,指数难以大幅向上的背景下,<span style=\"color:#169179;\" class=\"color-mark\">消费领域目前有HAPPI五大核心投资逻辑:</span></p><ul style=\"list-style-type: circle;\"><li><p>疫情后健康意识显著提升:H——Health & Wellness(健康与保健),包括 <a data-mention-id=\"06618\" class=\"teditor-mention\" data-mention-name=\"京东健康\" href=\"https://laohu8.com/S/06618\">$京东健康(06618)$</a> </p></li><li><p>消费者追求高性价比:A——Affordable Luxury(质价比消费),包括 <a data-mention-id=\"01810\" class=\"teditor-mention\" data-mention-name=\"小米集团-W\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> </p></li><li><p>政策导向驱动更新需求:P——Pragmatic(实用主义),包括 <a data-mention-id=\"00175\" class=\"teditor-mention\" data-mention-name=\"吉利汽车\" href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a> </p></li><li><p><strong>体验型或情绪价值消费</strong>:P——Personal / Emotional Value(情感和体验型消费),包括 <a data-mention-id=\"00700\" class=\"teditor-mention\" data-mention-name=\"腾讯控股\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> </p></li><li><p><strong>通过IP打造品牌经济,粉丝经济活跃</strong>:I——IP / Content(内容与IP变现),包括 <a data-mention-id=\"09992\" class=\"teditor-mention\" data-mention-name=\"泡泡玛特\" href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$</a> </p></li></ul><p></p><p>符合当前需求的,才算是刚需,瑞银围绕当前的趋势,配合“高息防守+精选成长”,给到了这样一个HAPPI主题投资布局,<span style=\"color:#169179;\" class=\"color-mark\">结合王宁2023年的分享,无用的,才是永恒的—不要求具备功能属性,只要精神满足,就能实现价值。</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b74c048d970a20e9265b0e2bc6a75b49\" tg-width=\"651\" tg-height=\"817\"></p><p></p><p><strong><span style=\"color:#E67E23;\" class=\"color-mark\">大家觉得瑞银给到的”HAPPI”投资主题,符合当前消费趋势吗?你看好“把银子卖出金价”的这种情绪消费赛道吗?<span class=\"teditor-emoji\">[开心]</span></span></strong></p><p><strong>评论区分享你的消费或投资观,一起赢取1000虎币奖励!</strong></p><p></p></body></html>","text":"到底是传统消费被普遍低估,还是中国消费观已经改变? 上半年港股频现大牛股,新消费板块不断走高,924以来,新消费板块的老铺黄金涨超6倍,泡泡玛特涨幅近5倍,相反传统消费板块不断走低。有人认为现在是传统消费很多被普遍低估,应该在其中寻找机会,但还有一种观点,就是中国消费观其实已经发生了改变。 瑞银认为中国在整体零售还比较疲软,指数难以大幅向上的背景下,消费领域目前有HAPPI五大核心投资逻辑: 疫情后健康意识显著提升:H——Health & Wellness(健康与保健),包括 $京东健康(06618)$ 消费者追求高性价比:A——Affordable Luxury(质价比消费),包括 $小米集团-W(01810)$ 政策导向驱动更新需求:P——Pragmatic(实用主义),包括 $吉利汽车(00175)$ 体验型或情绪价值消费:P——Personal / Emotional Value(情感和体验型消费),包括 $腾讯控股(00700)$ 通过IP打造品牌经济,粉丝经济活跃:I——IP / Content(内容与IP变现),包括 $泡泡玛特(09992)$ 符合当前需求的,才算是刚需,瑞银围绕当前的趋势,配合“高息防守+精选成长”,给到了这样一个HAPPI主题投资布局,结合王宁2023年的分享,无用的,才是永恒的—不要求具备功能属性,只要精神满足,就能实现价值。 大家觉得瑞银给到的”HAPPI”投资主题,符合当前消费趋势吗?你看好“把银子卖出金价”的这种情绪消费赛道吗?[开心] 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