$A2 Milk(A_老虎社区_美港股上老虎

Beth Hesda
2022-04-20

$A2 Milk(A2M.AU)$上海疫情封控，weibo上有消费者因买不到奶粉而评论，因此A2M推出了奶粉到家的服务。但国内1季度从物流、社区封控都会导致MBS和DOL消费的下降。叠加全球供应链运输成本的上升，对公司能否实现中报中对收入及毛利的乐观预期有很大影响。一个月以来股价又跌了15%，市场还是偏悲观的。

# 澳洲投资圈

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