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#你如何看阿里“回港”上市?# 阿里回归港股,募资加速新流量、新科技发展,纳入港股通仍待时日。具有需求红利、竞争格局日渐清晰的细分赛道正孕育出新龙头公司,近期交易因素导致部分个股回调,小龙头再迎长期布局时点。继续重点配置美妆、超市和黄金珠宝板块,短期重视电商、休闲零食等高弹性标的

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