智通财经APP获悉，零售股走势强劲，截至发稿，多点数智(02586)涨19.4%，报11.14港元；老铺黄金(06181)涨10.36%，报820港元；上美股份(02145)涨6.6%，报53.3港元；巨子生物(02367)涨7.08%，报74.1港元；泡泡玛特(09992)涨6.49%，报159.2港元；蜜雪集团(02097)涨4.34%，报437.2港元。
消息面上，国信证券表示，国内政策和流动性宽松有望带动内需板块整体走势相对偏强。该行指出，港股新消费整体受外部关税等影响较小，但估值相对偏高，若有大盘调整带动有望迎来中长期布局机遇：老铺黄金、毛戈平、泡泡玛特等。美容护理板块整体有望进一步受益国货替代加速，同时产品创新升级有望带来个股机遇。
华西证券指出，消费者为情绪价值买单意愿增强，高景气新零售赛道有望持续获得超预期表现；促内需背景下，顺周期板块有望低位复苏，从而释放业绩弹性；消费出海前景广阔，近年来政策不断加大对国货品牌出海的支持力度，建议关注出海服务商以及产品力较强的消费出海。
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