$CTG DUTY-FREE(01880.HK) This wave directly took off, ruthlessly throwing people off the bus. Just last week, duty-free seemed unpopular, but in the blink of an eye, it surged 12%, with both winning bids and target price hikes—truly the sting of missing out.
In contrast, $ANTA SPORTS(02020.HK) and $LI NING(02331.HK) have been sluggish recently. Stories like ESG and Taobao flash sales are fresh, but the market remains unenthusiastic. At least Li Ning broke through the triple bottom, catching a breather.
$NONGFU SPRING(09633.HK) and $MENGNIU DAIRY(02319.HK), these veteran consumer stocks, are lukewarm, but sugar-free tea and optional businesses can still push forward.
No one can predict the main trend switch in advance—it’s all about missed opportunities and regret.
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