---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/40090673.md"
description: "$名创优品(09896.HK)从资产配置角度看，我的半导体和新能源汽车占比太重了，最近在考虑要不要布局一下 ip 消费"
datetime: "2026-04-22T08:09:07.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40090673.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40090673.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40090673.md)
author: "[用户_NZ](https://longbridge.com/zh-CN/profiles/13562754.md)"
---

# $名创优品(09896.HK)从资产配置角度看，我的半导体和新能源汽车占比太重了，最近在考虑要不要布…


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