$PepsiCo(PEP.US) and $Draftkings(DKNG.US) barely moved, $ANTA SPORTS(02020.HK) dipped slightly, $CTG DUTY-FREE(01880.HK) fell four percentage points, $Sadot(SDOT.US) dropped five to six percentage points, and $LUNG FUNG GROUP(02290.HK) plunged nine percentage points—the consumer sector as a whole is weak, with internal stratification. Overseas essential consumption remained stable, while Hong Kong-listed discretionary consumption and duty-free stocks were dragged down by domestic demand expectations, with small-cap consumer stocks falling even deeper. As risk appetite returns, money is actually flowing out of these defensive and weak-recovery consumer plays. The consumer sector is being neglected in the short term.
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