$霸王茶姬(CHA)_老虎社区_美港股上老虎

鑫鑫铖
2025-10-06

$霸王茶姬(CHA)$ 去线下随便找家霸王看看看看就知道，从9月下半旬开始，GMV就开始慢慢回升了。原因很简单，今年的天气比往常更热，狗空还在死死压盘，说明是有空单平不掉了。一股不卖，有种继续往下砸个10%+啊，不是不想，是手中能借到的空头头寸压根做不到吧[开心] [开心] [开心]

至于说价值毁灭，要跌到多少多少的，去翻翻财报，看看霸王现在什么账面现金水准，pe逻辑走不了我还不能走pb逻辑么[开心] [开心] [开心]

当然了，反过来讲，在底部要时刻预防空头发疯反扑，所以绝对不能梭哈，而是应该左右开弓。

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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黑哥不白
·2025-10-08
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不是单纯看门店生意好与坏，而是要看供应链的效率和利润，加盟商并不赚钱，投资上百万的门店盈利能力还不如隔壁几十万的古茗，霸王的供应链能力太差了，以及商品采购、非商品采购需要一次重点反腐
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- 鑫鑫铖:
  兄弟，我是投机派的pvp玩家，基本面这东西我只是看看的。我看多的理由很简单，因为经过我的测算，这几天空头为了压盘已经净借入了差不多100万股，这些股是要还的。但哪怕前几天空头这么打压，也做不到继续往下推10%。我的逻辑是围猎空头，围猎不成让他跑了，以pb与roe计价的股价也足够便宜了。
  2025-10-10
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鑫鑫铖
·2025-10-06
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给一个数据吧，一家我八月份去过的一家生意店，早上+中午的订单堂食订单数量几乎翻番，离谱到连伯牙绝弦茶汤都能见底，并且外卖单已经和堂食单分开了，这部分暂时无法计算。
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- 一个了不起的故事:
  再次借你吉言
  2025-10-10
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- 鑫鑫铖回复一个了不起的故事:
  我认为你回本+赚20%个点是最起码的
  2025-10-10
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- 一个了不起的故事回复鑫鑫铖:
  你说得对，霸王别姬看到多少？
  2025-10-06
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鑫鑫铖
·2025-10-06
不是哥们，我都讲了别梭哈 [捂脸] [捂脸]我才三成仓
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巴菲特就那么回事儿
·2025-10-06
梭哈梭哈，支持
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