$海底捞(06862_老虎社区_美港股上老虎 - 老虎社区

$海底捞(06862)$$颐海国际(01579)$最近一年仅有的几次海底捞体验确实下降了，门店扩张后品控的稳定性保证太难了。消费领域难有常胜将军，$奈雪的茶(02150)$卖血的茶也是猛割一波。目前为数不多值得期待的就是喜茶上市了$美团-W(03690)$

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精彩评论

夜流沙
2021-07-26
夜流沙
喜茶现在估值600亿，上市的时候只会更高。估计上市那天就是最高点，因为1级投资把利润吃完了，2级通通变韭菜。
- Rockets政委:
  喜茶还是能吊打卖血的茶
杜向峰
2021-07-26
杜向峰
任何事物，扩张得太猛，都会物极必反。只有做精，做好，才是长久之计
- Rockets政委:
  是的，太快到达几千亿港币，泡沫太大了
黄老怪
2021-07-26
黄老怪
感觉海底捞开得遍地都是了，四五线小城市都会有一两家海底捞。餐饮这东西，扩张的太快反而不好。。。
T20220308001
2021-07-26
T20220308001
可以关注一下，但是餐饮这方面，真的有那么大的天花板吗
李苗苗
2021-07-26
李苗苗
今天刚看到关于奈雪的茶分析，奶茶行业真的也是庙小妖风大
vision
2021-07-26
vision
自从疫情后涨价之后就再也没去过，那波操作太败好感了

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