数个一二三四五
2026.07.08 10:54

$LAOPU GOLD(06181.HK) rose by over three percentage points, $POP MART(09992.HK) and $MIXUE GROUP(02097.HK) also saw slight gains. The performance of this batch of trendy new consumer stocks in Hong Kong was quite stable today; $Lululemon(LULU.US) basically didn't move. $POP MART(09992.HK) relies on trendy toy IP, while $MIXUE GROUP(02097.HK) relies on its down-market tea drinks. Their growth stories are about brand and channel expansion. Although $LAOPU GOLD(06181.HK) is also considered a hot new consumer stock, it is more closely tied to gold prices and the brand premium of high-end jewelry. Its pricing logic is different from trendy toys and tea drinks. Its larger gain today is also partly due to gold jewelry demand. The consumer sector was not affected by the tech sell-off. Instead, it showed some resilience amid risk-off sentiment.

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