智通财经APP获悉，港股今早冲高回落，恒指及国指午后一度翻绿，恒科指数则表现最佳，盘中最高涨 超1%。截止收盘，恒生指数涨0.43%或111.24点，报25801.77点，全日成交额为1697.77亿港元；恒生国 企指数涨0.43%，报8939.68点；恒生科技指数涨0.87%，报5526.83点。 华泰证券指出，当前市场依然在左侧布局区间，右侧拐点尚未清晰。市场对春季躁动提前的一致预期较 强，但港股年底仍有供需压力，"Santa rally"有不确定性，一季度或是胜率更高的阶段。行业上，锂 矿、铜、航空及酒店盈利预期上修，或进入配置窗口；科技中AI龙头、困境反转的本地生活龙头和L3 落地后新品进展提供左侧布局机会。 蓝筹股表现 中芯国际(00981)领涨蓝筹。截至收盘，涨5.92%，报68.9港元，成交额62.76亿港元，贡献恒指27.67点。 中邮证券近期研报指出，今年以来，除去人工智能，其他主流应用市场温和增长或回稳。在国内产业链 切换迭代过程中，公司紧抓机会，成为客户稳定供应商，使得公司现在和可预测未来订单获得可持续的 保障。 其他蓝筹股方面，紫金矿业(02899)涨5.3%，报35.38港元，贡献恒 ...

每经AI快讯，12月22日，香港恒生指数收涨0.43%，恒生科技指数涨0.87%。免税概念龙头股中国中免 涨超15%；新消费板块走强，蜜雪集团涨超10%，泡泡玛特涨超4%；黄金股普涨，中国黄金国际涨超 7%，老铺黄金、灵宝黄金涨超6%，山东黄金涨超5%。 ...

元旦将至，茶饮将迎来消费高峰，最近新茶饮动作频频，加速各种人气IP联名脚步。12月22日，喜茶与泡泡玛特(POP MART)旗下人气IP星星人的联名活动正式登陆喜茶全球门店，包括定制联名星星人形象、联名饮品、联名周边、联名 主题店、灵感巴士快闪活动在内的多维度温暖体验纷纷上线。 据介绍，此次不但是喜茶首个全球同步上线的联名活动，同时也是星星人IP的首个茶饮领域联名合作，双方的合作在 此前随着合作预告、联名影片内容发布就已经在社交平台引发热议，不少人已经开始在小红书、抖音等平台晒出自己 第一时间拿到的联名款和周边。 公开资料显示，星星人的创作者是插画师、潮流玩具设计师大欣，一群小小的星星组成的星星人，共同讲述着关于勇 气、思念和爱的故事。此次在与喜茶的合作中，星星人IP创作者大欣以本次联名为灵感，带来了全新创作。可爱的星 星人模仿着喜茶logo阿喜形象，扬起侧脸45°喝茶，一起参与制作喜茶全新饮品与可颂挞。更有星星人品尝喜茶后，被 灵感点亮，把黑糖波波穿在身上，连眼睛都变成了波波的形状。喜茶还在北京泡泡玛特城市乐园、上海丰盛里、深圳 万象天地这三处潮流文化爱好者聚集地举办灵感巴士快闪，让星星人来到繁华的城市街头 ...

港股新消费概念股涨幅居前，蜜雪集团(02097.HK)涨超5%，泡泡玛特(09992.HK)、老铺 黄金 (06181.HK)双双涨超4%，布鲁可(00325.HK)、古茗(01364.HK)、理想汽车(02015.HK)等个股跟涨。 ...

Core Viewpoint - Pop Mart (09992) experienced a nearly 5% increase in stock price, closing at 202.6 HKD with a trading volume of 1.752 billion HKD, following the announcement of a collaboration with Heytea featuring the popular IP "Starry People" [1] Group 1: Collaboration and Market Response - The collaboration between Heytea and Pop Mart's IP "Starry People" was officially launched on December 22, featuring a winter-themed concept that includes customized merchandise, drinks, themed stores, and pop-up events [1] - The market reacted positively to the collaboration, as evidenced by the stock price increase of 5.13% [1] Group 2: IP Development and Competitive Advantage - According to a report from Zhongyin International, Pop Mart is exploring a self-sustaining and replicable path in IP creation and operation, exemplified by the "Starry People" IP, which was created by illustrators Da Xin and Ali and has shown promising market response within just one year of signing [1] - The company's core competitive advantage lies in its continuous IP exploration and operational capabilities, which can maintain stable fan bases for existing IPs while also nurturing new IPs with high growth potential [1] - There may be a discrepancy in market expectations regarding Pop Mart's IP ecosystem incubation and operational capabilities, suggesting potential value for investors amid a weak market sentiment and significant prior corrections [1]

Core Viewpoint - Pop Mart (09992) has seen a nearly 5% increase in stock price, closing at 202.6 HKD with a trading volume of 1.752 billion HKD, indicating positive market sentiment following a collaboration with Heytea [1] Group 1: Collaboration and Market Response - On December 22, Heytea launched a collaboration with Pop Mart's popular IP, the Starry People, featuring a "Winter with Stars" theme across global stores [1] - The collaboration includes customized Starry People imagery, co-branded beverages, merchandise, themed stores, and pop-up events, enhancing brand visibility and consumer engagement [1] Group 2: IP Development and Market Potential - According to a report from CCB International, Pop Mart is exploring a self-sustaining and replicable path in IP creation and operation, exemplified by the Starry People, which was created by illustrators Da Xin and A Li and has received positive market feedback within just one year of signing [1] - The company's core competitive advantage lies in its continuous IP exploration and operational capabilities, maintaining stable fan bases for existing IPs while having high growth potential for new IPs [1] - Despite a weak market sentiment and significant prior corrections, Pop Mart may possess certain allocation value, suggesting potential for future growth [1]

Group 1 - The Hong Kong new consumption sector continued to strengthen in the afternoon on December 22, with significant gains observed in several companies [2] - Mixue Group (02097.HK) saw an increase of over 13% [2] - Lao Pu Gold (06181.HK) rose by 6% [2] - Pop Mart (09992.HK) experienced a 4% increase [2]

12月22日，港股市场新消费概念股走强，其中，蜜雪集团涨近10%，老铺黄金涨超5%，锅圈涨超4%， 布鲁可、泡泡玛特、古茗涨超3%，沪上阿姨、毛戈平、卫龙美味涨超2%。 | 代码 | 名称 | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | | 02097 | 奢雪集团 | 9.97% | 434.400 | 1649.06亿 | 114.52% | | 06181 | 老铺黄金 | 5.24% | 692.500 | 1221.49亿 | 209.43% | | 02517 | 锅圈 | 4.49% | 3.490 | 91.95亿 | 96.09% | | 00325 | 布鲁可 | 3.75% | 71.850 | 178.58亿 | 19.06% | | 09992 | 泡泡玛特 | 3.58% | 199.800 | 2683.2亿 | 125.10% | | 01364 | 古客 | 3.04% | 25.060 | 595.97亿 | 178.14% | | 02589 | 沪上阿姨 | 2.84% | 94. ...

全球上新！"百 亿"英德红茶、 喜茶联名泡泡玛 特又出新爆品_ 南方+_南方plus 12月22日，喜茶 与泡泡玛特 （POP MART） 旗下人气IP星星 人的联名活动正 式登陆喜茶全球 门店，用英德红 茶为茶底的冬日 新品"提拉米苏· 英红"在全球同 步上新。这是英 德红茶全产业链 产值突破"百 亿"后，与世界 头部茶饮企业、 明星玩具企业共 同推出的最新爆 品。 "在广州及周边 地区，该款产品 刚一上线，就已 售罄，不少门店 正在补材补货当 中。"喜茶相关 人士告诉记者。 据喜茶相关人士 介绍，这款提拉 米苏茶饮新品将 经典提拉米苏元 素进行重构，将 传统咖啡元素以 特调乳茶与特浓 可可代替，在以 英德红茶为茶底 的乳茶中，加入 特调咸香芝士风 味奶底，入口微 咸的纯正奶香， 让整体品尝体验 更加丰富，顶部 还以可可洒粉的 提拉米苏奶油云 顶，微苦的香气 下透出柔和的 甜，带来星星人 般轻盈治愈的灵 感体验。 实际上，这不是 英德红茶与头部 茶饮企业的首次 合作。今年4 月，英德红茶与 喜茶达成联名合 作，推出"英红· 芝士糯糯""英红 牛乳茶"等系列 茶饮，上市首日 销量即突破80万 杯，带动英德红 ...

本文源自：金融界AI电报 港股新消费板块震荡走强，蜜雪集团(02097.HK)涨超10%，老铺黄金(06181.HK)、锅圈(02517.HK)双双 涨超5%，布鲁可(00325.HK)、古茗(01364.HK)、泡泡玛特(09992.HK)等个股跟涨。 ...