$瑞幸咖啡(LKNC_老虎社区_美港股上老虎

2024-10-31

$瑞幸咖啡(LKNCY)$ 瑞幸咖啡在国内还有发展空间，蜜雪冰城有3.2万家店，沙县小吃2.8万家，兰州拉面都3.5万家了，瑞幸现在才2万家。所以说，至少还能再开1万家。但瑞幸要是能出海，那想象空间就更大了，星巴克在美国也就1.5万家店，瑞幸完全有机会超越。

外资“谨慎”重返中国市场！第三波升势要来了？

近日摩根士丹利、高盛等机构相继发布看多中国资产分析报告，此外“木头姐”Cathie Wood也于近期采访中表示，开始“谨慎”重返中国市场，认为其“新质生产力”&“反内卷”概念会对市场带来积极影响，ARK目前正在重建包括百度、阿里巴巴和小马智行等公司的持仓。【大家对此有何看法？中国资产能否迎来今年的第三波升势？】

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