验证了判断正确，当时_老虎社区_美港股上老虎 - 老虎社区

独立投资人

验证了判断正确，当时只是觉得不能规模化盈利，万万没想到有数据造假//@独立投资人:踩踏已经开始，浑水做空加了一把火

@独立投资人：$瑞幸咖啡(LK)$Luckin的最大问题是没有网络效应. 现在市场追捧一个是因为资本长期支持，一个是团队执行力强。但是这个生意的底层逻辑没走通，食物最重要的还是要好吃，开店要单位经济模型要跑痛，如果一旦发生踩踏就会疯狂踩踏.

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