$蜜雪集团(0209_老虎社区_美港股上老虎

$蜜雪集团(02097)$今天聊的关于蜜雪冰城的话题，先说结论，还是被低估。原因是东南亚已经成为主要的增长曲线，这些市场常年都是夏天，没有非常明显的淡旺季之分。对茶饮的需求量还是比较大。

港股茶饮股延续周一涨势，持续飙升， $古茗 (01364.HK)$ 、$茶百道 (02555.HK)$ 、 $蜜雪集团 (02097.HK)$ 、$沪上阿姨 (02589.HK)$ 、 $奈雪的茶 (02150.HK)$ 集体大涨。 $阿里巴巴 (BABA.US)$ 、 $美团-W (03690.HK)$ 外卖大战白热化，给各家茶饮店带来爆单。【大家看好港股茶饮股涨势吗？你有上车哪一家？】

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