$蜜雪集团(0209_老虎社区_美港股上老虎

$蜜雪集团(02097)$蜜雪冰城属于估值看着贵其实很便宜，加盟模式复制能力极强、毛利也不低，算是饮品界的拼多多。消费场景回暖还有下沉市场渗透还远没到头，这就是现金奶牛型选手

6月17日，股价持续新高的 $泡泡玛特 (09992.HK)$ 迎来大幅回调，截至收盘，泡泡玛特大跌超6%。此外， $老铺黄金 (06181.HK)$ 大跌6.67%， $蜜雪集团 (02097.HK)$ 大跌5.85%。【今年最受市场关注的“新消费们”集体回调，大家觉得是短期回调，还是已经长期见顶？你偏向于多or空？】

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精彩评论

价值投资为王
05-31
价值投资为王
一条街上好几家蜜雪了
- 价值投资为王回复饱饱饱:
  欧美就算了
- 饱饱饱:
  在东南亚蜜雪发展的很好东南亚市场打下来在涨一倍都是少的还有欧美市场

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