---
type: "Topics"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/topics/40282591.md"
description: "蜜雪今天漲了，消費降級邏輯在港股中概裏走得動，這條線有資金在跟。老鋪黃金和開市客今天基本平，防禦性消費在這個市場裏橫着也算正常。安飛士跌了近 3%，油價大漲對租車行業的成本端是壓力，傳導慢但還是有。"
datetime: "2026-04-29T10:24:35.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40282591.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40282591.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40282591.md)
author: "[数个一二三四五](https://longbridge.com/zh-HK/profiles/27514652.md)"
---

# 蜜雪今天漲了，消費降級邏輯在港股中概裏走得動，這條線有資金在跟。老鋪黃金和開市客今天基本平，防禦性消…


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