沒中蜜雪，明日“夜盤”買入嗎？

明日“夜盤”買入可行性

申購與二級市場交易：首日價格可能受市場情緒、資金熱度及行業估值影響波動較大。
風險提示：茶飲行業在港股表現分化，此前奈雪的茶上市後股價長期低迷，需警惕蜜雪冰城短期炒作後的回調風險。

後續漲價空間分析

成本傳導邏輯：蜜雪冰城以低價策略爲核心競爭力，原材料成本佔比約60%（如奶粉、糖）。若大宗商品價格上漲，公司可能通過供應鏈優化或小幅提價消化壓力，但大幅調價概率較低。
品牌溢價能力：公司計劃將IPO募資的12%用於品牌IP建設，但短期內仍以規模擴張爲主，提價空間受限於下沉市場競爭格局。
行業對標：參考星巴克（SBUX.US）年均2%-3%的價格調整幅度，預計蜜雪冰城未來漲價幅度或控制在 3%-5% 區間，且以區域性、單品試水爲主。

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Comments

DKKKKKKKK
2025-02-27
DKKKKKKKK
只要胆子够大就可以买
Isabel Ferdinand
2025-02-27
Isabel Ferdinand
短期内恐面临回调，谨慎操作
商桥Y啊
2025-02-27
商桥Y啊
夜盘买入要谨慎，风险不小啊
Lydia758
2025-02-27
Lydia758
阅
价值投资为王
2025-02-27
价值投资为王
谨慎
- 人生舵手__小琳:
  收到🫡

Leave a comment

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