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新消费概念股普涨 茶百道(02555)涨5.76% 机构料明年促消费政策持续发力有望激发供需潜力_蜘蛛资讯网

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性成长机会,潮玩IP、美妆个护、现制饮品等新消费赛道涌现一批优秀龙头。展望2026年,该机构认为促消费政策持续发力有望激发供需潜力,内需有望延续稳健复苏态势,行业延续景气分化,龙头凭借领先与创新优势,以及整合能力实现持续成长。立足行业变革,该机构建议聚焦四大投资主线:1)国货崛起:关注潮玩、美护、黄金珠宝等国货品牌,在海内外市场均演绎竞争新格局;2)AI赋能下的科技消费:重视技术与产品创新带来的科

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4%,名创优品(09896)涨3.00%,沪上阿姨(02589)涨2.84%,巨子生物(02367)涨2.97%。华泰证券研报指,2025年,新旧消费延续分化表现,“人货场”的变革与科技进步,正推动消费行业的快速迭代创新与结构性成长机会,潮玩IP、美妆个护、现制饮品等新消费赛道涌现一批优秀龙头。展望2026年,该机构认为促消费政策持续发力有望激发供需潜力,内需有望延续稳健复苏态势,行业延续景气分化

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