Bin born
2025-02-25
破发概率:根据DeepSeek AI预测,乐观情境首日或涨20-30%(对应243-263港元),但若定价过高或市场情绪转向,可能复制奈雪、茶百道的破发路径。
估值争议:按发行价计算,动态市盈率约21.8倍,高于古茗(14.5倍)、低于茶百道(25倍),需结合港股流动性折价综合判断。
政策风险:食品安全监管趋严,低价策略可能面临原材料成本上涨压力。
茶饮股财报扎堆!蜜雪,古茗...买哪家?
本周古茗、蜜雪集团、沪上阿姨、茶百道最新财报即将发布,外卖大战下的各大茶饮公司销量应该不错,【大家看好哪家表现?】
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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