$李宁(02331)_老虎社区_美港股上老虎

$李宁(02331)$ 最近，A 股、港股新消费概念股涨势迅猛，背后有着深层逻辑。

消费趋势转变是关键因素。如今，以情绪价值、悦己消费为代表的新消费崛起，消费者不再只关注商品基本功能，更加注重消费时的情感体验。像 “618” 大促，玩法简化缩短了消费者决策路径，提升了体验感，回归真实需求，包括国货美妆等多个品类销售数据亮眼。天猫 “618” 开售首小时，超 1.3 万个品牌成交额翻倍。

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。

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恐龙大掌柜
·06-16
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