$沪上阿姨(0258_老虎社区_美港股上老虎

逆向分析师
04-29

$沪上阿姨(02589)$ 便宜比不过蜜雪、味道比不过霸王，奶茶这个赛道说实话已经没什么出路了，前面的奈雪、喜茶、乐乐茶高端走不转开始平淡，茶百道、古茗一直也就那样子，coco都可、贡茶、鲜果时间…爷爷不泡茶、本宫的茶、茉莉奶白、宇宙治茶…说真的感觉现在奶茶真的卷不出啥新活儿了，上市干啥呢？上市是为了筹集资金去开创新的增长点做大做强的，这些是打算还能怎么做大做强呢？买更多水果和茶？招更多加盟商开门店收加盟费？这些都需要筹资金吗？找加盟商要钱去呗

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