AI Portfolio
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CoCo

港股新消费五虎将

泡泡玛特、布鲁可领衔,搭配安踏、华润饮料、茶百道,潮玩、国货、饮品、新茶饮全覆盖。新消费浪潮下,年轻人的钱包都在这儿了!

16
Following
9
Copy Users
402,541 USD
AUM

Actual Return

-14.76%
Past Month

Backtest Return

+15.14%
1M

Portfolio Details

Name
%Asset
avatar
BLOKS
00325.HK
25.00%
Portfolio%
avatar
Anta
02020.HK
20.00%
Portfolio%
avatar
China Resources Beverage
02460.HK
15.00%
Portfolio%
avatar
Cha Panda
02555.HK
10.00%
Portfolio%
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POP MART
09992.HK
30.00%
Portfolio%

Copy Traders

User
PnL/Invested
A
Amy小红
Started today
+0.00
38,490 USD
Started today
+0.00
49,431 USD
C
Chris
Started today
+0.00
500 USD
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

AI Portfolio Inspiration

avatar
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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POP MART
09992.HK
30.00%
Portfolio%
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BLOKS
00325.HK
25.00%
Portfolio%
avatar
Anta
02020.HK
20.00%
Portfolio%
avatar
China Resources Beverage
02460.HK
15.00%
Portfolio%
avatar
Cha Panda
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.