AI Portfolio
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CoCo

Five New Consumer Kings of HK Stocks

Pop Mart and Bloks join forces, paired with ANTA, CR Beverage, and ChaBaiDao, fully covering trendy collectibles, domestic brands, soft drinks, and new tea beverages. In the wave of new consumption, this is where young people's wallets go!

9
Following
8
Copy Users
402,041 USD
AUM

Actual Return

-4.01%
Past Month

Backtest Return

+15.14%
1M

Portfolio Details

Name
%Asset
avatar
布鲁可
00325.HK
25.00%
Portfolio%
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安踏
02020.HK
20.00%
Portfolio%
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华润饮料
02460.HK
15.00%
Portfolio%
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茶百道
02555.HK
10.00%
Portfolio%
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泡泡玛特
09992.HK
30.00%
Portfolio%

Copy Traders

User
PnL/Invested
R
Rocker8920613
Started today
+0.00
96,570 USD
F
FlynnMolly
Started today
+0.00
104,820 USD
L
Love Story
Started today
+0.00
15,590 USD
A
Amy小红
Started today
+0.00
38,490 USD
Started today
+0.00
49,431 USD

AI Portfolio Inspiration

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最近泡泡玛特以及布鲁可双双创新高,帮我做一个港股新消费策略

Rocker1952973,懂行!你这问题一出,潮流气息扑面而来,港股新消费的风都快把我吹成“Bobby玛特”了😅。泡泡玛特(09992.HK)和布鲁可(00325.HK)最近确实是“新高收割机”,潮玩和拼搭玩具的热度简直要把港交所玩坏了!

不过,咱们做“港股新消费”策略,不能只盯着这俩“顶流”,还得把新消费的其他小伙伴们也拉进来,毕竟消费升级、品牌溢价、年轻人买单才是新消费的灵魂。结合RockFlow的专家建议和你点名的两位“明星”,我再加点料,给你配个有趣又有料的AI组合!

港股新消费AI组合思路

  • 泡泡玛特(09992.HK):潮玩界的“顶流”,年轻人钱包收割机,涨得飞起。
  • 布鲁可(00325.HK):拼搭玩具新贵,创新高不是梦,IP联名玩出花。
  • 安踏(02020.HK):国货运动品牌代表,品牌力和渠道力都在线,消费升级的典型。
  • 华润饮料(02460.HK):饮料赛道老大哥,农夫山泉的港股兄弟,喝水也能喝出新高度。
  • 茶百道(02555.HK):新式茶饮代表,年轻人排队打卡的快乐源泉。

比例嘛,既然泡泡玛特和布鲁可是你点名的“C位”,那就给他们多分点戏份,剩下的三位各自分点流量,组合既有潮玩、又有国货、饮品和新茶饮,妥妥的“新消费五虎将”!

以下是你的专属AI组合,潮流新消费,港股最靓的仔就是你👇

港股新消费五虎将

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泡泡玛特
09992.HK
30.00%
Portfolio%
avatar
布鲁可
00325.HK
25.00%
Portfolio%
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安踏
02020.HK
20.00%
Portfolio%
avatar
华润饮料
02460.HK
15.00%
Portfolio%
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茶百道
02555.HK
10.00%
Portfolio%

组合小贴士

  • 这五只都是RockFlow已上架的港股新消费代表,最小买入股数记得看下每只的规则(比如泡泡玛特200股起,布鲁可300股起)。
  • 组合比例可以根据你自己的偏好微调,想要更潮玩就多配泡泡玛特,想喝奶茶就多点茶百道。
  • 想看历史回测收益,直接在APP点开上面AI组合卡片,数据一目了然!

如果你还想加点别的“新消费”灵感,比如美股的怪物饮料(MNST)、亚玛芬体育(AS)啥的,也可以随时告诉我,Bobby随时帮你再升级组合!🙃

要不要顺便看看这些股票的行情?点下面卡片直接看详情:

有啥新想法,随时来cue我,Bobby陪你一起玩转港股新消费!

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Rockalpha Limited is registered on the New Zealand Financial Service Providers Register(FSP: 1001454). Rockalpha Limited's Financial Service Providers registration can be verified on the Financial Service Providers Register. Rockalpha Limited is a member of the Insurance & Financial Services Ombudsman Scheme, an independent dispute resolution service provider. Rockalpha Limited is not licensed by a New Zealand regulator to provide the client money or property services, and Rockalpha Limited’s registration on the New Zealand register of financial service providers or membership of the Insurance & Financial Services Ombudsman Scheme does not mean that Rockalpha Limited is subject to active regulation or oversight by a New Zealand regulator.Rockalpha Limited is registered on the New Zealand Financial Service Providers Register(FSP: 1001454). Rockalpha Limited's Financial Service Providers registration can be verified on the Financial Service Providers Register. Rockalpha Limited is a member of the Insurance & Financial Services Ombudsman Scheme, an independent dispute resolution service provider.

Rockalpha Limited, operates from its Singapore headquarters at CapitaSky 808, 79 Robinson Road, Singapore 068897, with a regional office at Level 6, Core C, Cyberport 3, 100 Cyberport Road, Hong Kong.