just busy
02-24
破发概率:根据DeepSeek AI预测,乐观情境首日或涨20-30%(对应243-263港元),但若定价过高或市场情绪转向,可能复制奈雪、茶百道的破发路径。
估值争议:按发行价计算,动态市盈率约21.8倍,高于古茗(14.5倍)、低于茶百道(25倍),需结合港股流动性折价综合判断。
政策风险:食品安全监管趋严,低价策略可能面临原材料成本上涨压力。
月内涨幅均超47%!蜜雪等新消费,该卖了吗?
港股次新股成股市风向标,表现抢眼!蜜雪、泡泡玛特,股价一路狂飙,近一个月涨幅均超47%,布鲁可月内涨幅超70%,【港股新消费股,现在是否到了该获利了结的时候?现在你是卖了,还是继续持有?】
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。
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