钉耙
2026.07.21 10:32

$MIXUE GROUP(02097.HK), $Trip.com(TCOM.US), and $ANTA SPORTS(02020.HK) all rose by about four points. It's rare for the consumer sector to move in sync—tea drinks, travel, and sportswear are all being lifted by Southbound capital and Chinese concept stocks' money 😸

Those who reduced their consumer positions earlier will have to suffer again; this sector always secretly rises when no one is bullish.

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