提防消费升级股票。
中免、重啤、妙可近期业绩大幅下滑，虽然它们所涉及的领域各不相同，但实质却相似：中产阶级对消费的态度发生了变化。
如今，人们仍可出游，但不再选择在海棠湾消费；可享受烧烤，但不会买超过 10 元的啤酒；孩子们还可以多喝一瓶奶，但似乎不再买 10 元一根的奶酪棒。
消费升级曾是消费股飙升的重要因素，但疫情爆发后，这类股票所面临的风险却也成倍上升，即估值和业绩双重打击。
因此，投资者需要谨慎对待这些消费升级股票：$CTG DUTY-FREE(601888.SH)，$CBC(600132.SH)，$Milkground(600882.SH)。
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