$蜜雪集团(0209_老虎社区_美港股上老虎

2025-05-28

$蜜雪集团(02097)$蜜雪冰城属于估值看着贵其实很便宜，加盟模式复制能力极强、毛利也不低，算是饮品界的拼多多。消费场景回暖还有下沉市场渗透还远没到头，这就是现金奶牛型选手

上半年表现优异的“新消费三姐妹”，时至今日股价表现分化——泡泡玛特股价短暂下调后，绩后继续刷新高，老铺股价震荡下行，市值较最高点的1108港元下调超30%，蜜雪等一些茶饮巨头的股价也较最高点下调超20%。【各家新消费财报相继发布，大家觉得“新消费们”后市还有多大上涨空间？蜜雪&老铺&泡泡玛特，你最看好哪家？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

价值投资为王
2025-05-31
价值投资为王
一条街上好几家蜜雪了
- 价值投资为王回复不吃鱼尾:
  欧美就算了
- 不吃鱼尾:
  在东南亚蜜雪发展的很好东南亚市场打下来在涨一倍都是少的还有欧美市场

发表看法

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