蜜雪&泡泡玛特都属于_老虎社区_美港股上老虎

蜜雪&泡泡玛特都属于“国民品牌+强IP”，叠加港股打新效应与消费回暖预期，短期内确实热度拉满。

但从估值角度看，现在追涨确实不便宜，泡泡玛特的成长性已经被充分预期，蜜雪虽然扩张快，但盈利质量还需时间验证。

个人观点：不急着追高，等一波回踩再择机低吸，至少控制节奏，别一口吃热饼。

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？】

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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