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業績超預期,泡泡瑪特升超16%,香港消費ETF(513590)升超2.8%
港股上升,香港消費ETF成分股泡泡瑪特升超16%,周大福升超10%,吉利汽車、美團-W、名創優品、中升控股、理想汽車-W升超5%,香港消費ETF(513590)升超2.8%.消息面上,泡泡瑪特海外拓展與新品放量共驅Q3超預期,公司公佈第三季度業務數據,營收同增120-125%,其中中國內地、港澳台及海外收入分別同增55-60%/440-445%,均超市場預期。周大福大升主要系本週金價持續創下歷史新高,COMEX黃金的價格一度高達2763美元每盎司。對於消費板塊華泰證券指出,9月社零環比提速,促消費政策落地顯效,消費基本面向上復甦的動能有望增強,當前部分行業龍頭估值仍處於價值投資區間。
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