蜜雪&泡泡玛特都属于_老虎社区_美港股上老虎

小冉冉
05-28

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。

# 老铺领涨“新消费”！下半年看涨or看跌？

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