“顶流”基金经理中签蜜雪冰城,公募涌入新消费赛道

红星新闻
09 Mar

“(投资)蜜雪冰城的基金在哪里买?”港股打新投资者“哄抢”新股蜜雪集团(2097.HK,又称“蜜雪冰城”)的热情蔓延开后,有网友在社交平台这样问道。今年以来,伴随着市场回暖,不少主动权益类基金以亮眼业绩重新赢回了投资者的心。在AI浪潮的驱动下,港股消费股也开始表现。近日,易方达张坤等知名基金经理现身打新蜜雪集团。红星资本局注意到,这轮“现象级IPO”背后,公募基金经理的消费投资逻辑生变。伴随着白酒...

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