“新消费”热潮下，机构对头部公司看多看空分歧凸显

Group 1 - The Hong Kong Stock Connect list was adjusted on June 9, adding companies such as Blukoo (00325.HK), Mxue Group (02097.HK), and Guming (01364.HK), increasing the total number of companies from 502 to 505 [2] - Following the adjustment, Blukoo's stock price surged by 22.34%, reaching a historical high with a total market capitalization of HKD 48.18 billion [2] - Mxue Group faced a "bull-bear battle" with foreign institutions like Bank of America and UBS issuing bearish reports, citing high valuations and sustainability issues, leading to a stock price decline [2] Group 2 - Blukoo's stock exhibited significant growth, marking its largest single-day increase since its listing, driven by an accelerated pace of new product launches and potential growth in 2025 [3] - Guming's stock price fluctuated due to the bearish outlook on Mxue Group, but both domestic and foreign investment institutions maintain optimistic projections for Guming's expansion potential [3] - Guming's stock has increased by 176.5% since its listing in February, with a total market capitalization of HKD 65.76 billion, and it will face its first lock-up expiration in two months, introducing uncertainty in stock price movements [3]