国泰海通 · 首席大咖谈｜轻工刘佳昆：新消费的过去与未来

Group 1 - The core viewpoint of the article discusses the growth drivers behind new consumption and how to identify investment opportunities in this sector [2][4]. - The article emphasizes the characteristics of "new" consumption, highlighting the shifts in consumer behavior and preferences that define this trend [4]. - It provides insights on how to forecast and assess potential investment opportunities within the new consumption landscape [4].