玖玖er
2026.06.15 10:04

$LAOPU GOLD(06181.HK) rose by over four percentage points, while $MIXUE GROUP(02097.HK) fell by over three percentage points instead. Both are labeled under the 'new consumption' banner, yet they moved in opposite directions today. I don't think this divergence is coincidental—high gold prices make a company like $LAOPU GOLD(06181.HK), which leans towards luxury goods and relies on brand premium pricing, more resilient or even beneficial, whereas $MIXUE GROUP(02097.HK) follows a high-volume, value-for-money model. The market is concerned about whether the single-store model can still support its valuation after the store expansion dividend peaks. These two trajectories are likely to continue diverging. Do you see any reasons for them to converge again?

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