从老铺黄金、泡泡玛特_老虎社区_美港股上老虎

从老铺黄金、泡泡玛特到蜜雪冰城，“港股三姐妹”本质共通点是——强品牌壁垒+情绪交易推动+机构低配补仓。

当前估值虽已不便宜，但估值扩张+交易结构未充分释放前，不建议贸然做空。

操作建议：短线谨慎追高，留意回踩支撑后的换手量表现，择机博弈轮动逻辑。

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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