恒生指数阶段性新高，大消费行业的补涨行情还未到来。对于上市已久的大消费行业企业而言，此轮的港股行情，确实出现了结构性的失衡。侃见财经认为，科技虽热，但是未来业绩的兑现有待考证；消费虽弱，但业绩表现则并不悲观。以海底捞为例，尽管在消费环境偏弱的背景下，其营收依旧创出了历史新高，而农夫山泉等消费企业的情况基本如此。那么，为何业绩新高，股价却一直在相对较低的位置徘徊？答案是，预期偏弱。实际上，对于行业...
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