别嫌老铺估值贵，爱马_老虎社区_美港股上老虎

理想之城

2025-08-20

别嫌老铺估值贵，爱马仕PE常年50倍以上，人家卖的是品牌。老铺卖的是“黄金+品牌”，用户重合度还那么高，为啥不能对标？ $老铺黄金(06181)$

泡泡玛特绩后大跌！新消费还能上车吗？

本周老铺黄金、蜜雪、泡泡玛特多支新消费概念股进入了财报披露期。【大家觉得已经回调不少的新消费，有无进场机会？你更看好谁的发展潜力？】

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