zkuwoo
05-16
$茶百道(02555)$ 无量下跌,没啥核心竞争力,本质就是品牌和加盟商管理,但胖猫事件反应了这俩都做的很烂,一个靠流量生存的公司却因为内部草台班子导致被流量反噬,即使没有这个事件,自身壁垒也很低
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