$蜜雪集团(0209_老虎社区_美港股上老虎

$蜜雪集团(02097)$ 蜜雪集团暴涨属于是价值回归。凭借强渠道和国内最下沉的下沉市场，用户粘性与盈利模式形成很强的护城河。逢回调继续加仓

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？】

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cyclone
05-07
cyclone
所有门店火力全开又能有多少利润，你们真的喝过吗？对蜜雪的估值预期在于能否复制奶茶的成功攻占其他方向

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