中国消费类资产大涨，后续怎么看？

Summary of Conference Call Notes Industry or Company Involved - Focus on the performance of Chinese consumer core assets in the Hong Kong and US stock markets [1] Core Points and Arguments - Discussion led by Yang, who is responsible for overseas institutional clients, highlighting recent interactions with overseas investors [1] - Emphasis on the importance of communication with large listed companies during exchanges with foreign investors [1] Other Important but Possibly Overlooked Content - Insights into the sentiment and perspectives of overseas investors regarding Chinese consumer assets [1]