Core Viewpoint - The article discusses the rise of new consumption trends focusing on emotional value and self-satisfaction, highlighting the strong performance of related stocks and the emergence of multiple tenfold stocks in the market [1][3]. New Consumption Trends - New consumption is characterized by a shift from traditional needs to emotional and personalized experiences, with a focus on "self-satisfaction" rather than just material consumption [3][4]. - The new consumption sector includes emotional and spiritual consumption such as trendy toys, cultural tourism, IP, pets, and medical beauty, as well as a focus on high cost-performance ratio [3][4]. Market Performance - As of May 26, the new consumption index (995013) has seen a cumulative increase of 15.79% this year, outperforming the traditional consumption index (801273) [1]. - Recent strong performance in the new consumption sector includes beauty products, snacks, IP trendy toys, and the pet economy, which have attracted significant market attention [6]. Investment Opportunities - The new consumption sector is seen as having clear growth logic and strong performance, attracting both traditional and new funds [7]. - The current market environment, including government policies aimed at stimulating consumption, is expected to support the growth of new consumption companies [7][8]. Future Outlook - The article suggests that while the new consumption narrative is gaining traction, there may be risks of market volatility and potential bubbles in some newly listed companies [8]. - Investment strategies should balance traditional and new consumption opportunities, focusing on structural changes and consumer behavior shifts [10][11]. Key Focus Areas - Future investment in new consumption should target emotional consumption, cost-performance, and international expansion, with a focus on identifying quality companies in these segments [10][11]. - The article emphasizes the importance of adapting to generational changes in consumer preferences and the potential for new brands to emerge in the market [11].
新消费,火了!基金经理最新解读
天天基金网·2025-05-27 06:49