为什么业绩大好却不涨呢

$瑞幸咖啡(LKNCY)$ 很重要的一点是Q2的业绩是由外卖大战托起来的，外资向来更现实，尤其对这些粉单市场的票，如果被认为这种增长是不可持续的（外卖大战），那出来混总是要还的，就不会短期内给过多的溢价了

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精彩评论

cyclone
2025-08-01
cyclone
q3还要在q2基础上增长30%，外卖平台起码补贴了十几亿
想明白再上车
2025-07-31
想明白再上车
不是一次性的
价值投资为王
2025-07-31
价值投资为王
多少是一次性的

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