港股詳情

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古茗

25.060

-1.020-3.91%

成交量：367.52萬

成交額：9,271.15萬

市值：595.93億

市盈率：20.23

高：26.300

開：26.280

低：24.940

收：26.080

52周最高：31.280

52周最低：15.798

股本：23.78億

香港流通股本：23.78億

量比：2.26

換手率：0.15%

股息：0.52

股息率：2.06%

每股收益(LYR):1.239

淨資產收益率：78.33%

總資產收益率：16.06%

市淨率：8.92

市盈率(LYR):20.23

市銷率: 4.02

資料載入中...

總覽公司新聞資訊公告

港股行業點評報告：大廠搶灘構建AI生態，流量+技術+場景多維驅動便利生活滲透，外賣&配送有望充分受益

商社行業周報：樂購新春方案出台關注春節消費表現

国泰海通证券

社會服務行業周報：春節旺季在即重視服務消費與商品消費

新消費行業周報：黃山旅遊擬投資5.3億元用於酒店項目；2025年1月天貓美妝銷售按年增長24%

《股市簡訊》港股茶飲股普漲，阿里巴巴AI應用千問宣佈免單點奶茶

港股異動 | 茶飲股集體走強，古茗創歷史新高，年內漲幅約26%

老虎资讯综合

千問開啓新年送奶茶活動部分茶飲股走高古茗(01364)漲4.8%

港股異動

老虎资讯综合

港股異動 | 新消費概念板塊漲幅居前，蔚來-SW升逾5%，零跑汽車、古茗升逾2%，毛戈平、泡泡瑪特、滬上阿姨漲近2%

老虎资讯综合

從浙江小鎮到杭州地標！古茗4.55億買地建總部

Ofweek光电信息网

港股異動 | 部分新消費概念強勢，名創優品升逾5%，毛戈平、衞龍美味漲3%

老虎资讯综合

新消費概念走高巨子生物(02367)漲6.04%

古茗控股有限公司發布2026年1月股份變動月報表

每日沽空追蹤 | 古茗 02月04日沽空量成交3萬股，沽空比例為1.06%

每日沽空追蹤 | 古茗 02月02日沽空量成交3.76萬股，沽空比例為1.04%

社會服務行業周報：服務消費政策加碼多公司發布業績預告表現亮眼

670億茶飲巨頭古茗，低調「逆襲」

每日沽空追蹤 | 古茗 01月29日沽空量成交5.6萬股，沽空比例為1.46%

古茗01月29日遭主力拋售235.3萬元

蜜雪、古茗：市場已亮起紅燈

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阿里巴巴周一表示，千问将在农历春节期间为用户发放现金红包，加入了腾讯0700.HK此前打响的“用户争夺战”。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"76570afcf910382b0a9f899745d54567","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260206:nL4S3Z20CU:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4524","IE00B5MMRT66.SGD","LU0675040207.SGD","LU1303224171.USD","IE0031814852.USD","LU0320764755.SGD","LU0738912210.USD","LU0499858438.USD","BK4587","LU1064130708.USD","LU1226287529.USD","LU0823413660.USD","LU0607220059.USD","LU0594300419.USD","LU0164872284.USD","LU0648000940.SGD","LU0737861699.HKD","GB00BDT5M118.USD","LU1880398554.USD","HK0000306701.USD","LU0414403682.SGD","LU0370786039.SGD","LU0572939691.SGD","SG9999014674.SGD","LU2097828474.EUR","LU0080751232.USD","LU0264606111.USD","BK1610","LU1733274473.HKD","SG9999001903.USD","BK1587","LU1770034418.SGD","BK1526","LU0348825331.USD","LU0235996351.USD","LU1807302812.USD","HTCD.SI","LU1917777945.USD","LU0577902371.SGD","LU1785774172.SGD","LU1794554557.SGD","LU0868486357.SGD","LU1720050803.USD","SG9999007991.SGD","LU0828237510.HKD","LU0259732245.USD","LU0630378692.HKD","LU0210527791.USD","LU0455707207.USD","LU0329678337.USD","SG9999015945.SGD","SG9999018865.SGD","SG9999001051.SGD","LU0611395673.USD","BK4531","LU1366334578.USD","IE00BQXX3D17.EUR","LU0545039389.USD","LU0862451753.SGD","LU1044874839.SGD","LU0203345920.USD","02589","LU0738911758.USD","LU0541502299.USD","SG9999003461.SGD","LU1718418525.SGD","LU0561508036.HKD","LU0823426308.USD","SG9999002463.SGD","LU0359201885.HKD","SG9999000418.SGD","LU1235295612.USD","LU0117841782.USD","LU1152091168.USD","LU1808992512.USD","LU1044875133.USD","BK4543","BK1517","LU0651946864.USD","IE0008368742.USD","LU0516423091.SGD","LU0054237671.USD","LU0553294199.USD","LU0797268264.HKD","IE00B0169N27.USD","SG9999001093.SGD","BK1616","LU3063872942.SGD","LU0572940350.SGD","LU0672654166.SGD","LU1770036033.HKD","IE00B067MR52.USD","SG9999001069.SGD","LU0441854154.USD","LU0502904849.HKD","LU1814569148.SGD","LU1196710195.USD","LU0326948709.USD","BK1615","LU0128525689.USD","LU0417516902.SGD","BK4585","LU1515016050.SGD","LU0348735423.USD","LU0244354667.USD","LU0431992006.USD","LU0608807433.USD","LU0979878070.USD","LU0417516571.SGD","LU0254981946.USD","LU2023250504.SGD","LU0890818403.SGD","BK1501","LU0828237940.HKD","LU0878005551.USD","LU0791591158.USD","LU0196878994.USD","LU0499858602.USD","LU0169518387.USD","LU2097828631.EUR","LU0700851271.USD","LU1439102457.SGD","LU0359201612.USD","LU0543330566.HKD","LU2237443382.USD","LU1316542783.SGD","BK4607","BK4565","LU2399975544.HKD","LU0067412154.USD","LU1868837722.USD","LU2237443978.SGD","BK4581","LU0345775950.USD","LU2476274720.SGD","LU0456842615.SGD","IE0008368304.USD","SGXZ81514606.USD","LU0326950275.SGD","LU0831103253.SGD","LU0229945570.USD","LU0049112450.USD","LU0315179316.USD","IE00B97KM107.HKD","LU0949170772.SGD","LU0072913022.USD","BK4526","LU1880383440.USD","LU1048484197.HKD","LU1328277881.USD","LU0469268626.HKD","LU0882747503.HKD","LU1242518857.USD","BK1584","LU2498475776.HKD","SG9999017495.SGD","LU1064131003.USD","LU0197773160.USD","LU0348814723.USD","LU0577902298.EUR","LU0181495838.USD","LU1105468828.SGD","BK4527","LU1804176565.USD","LU0051755006.USD","LU0605514214.HKD","LU2148510915.USD","LU0786609619.USD","LU0972618739.USD","LU0588545730.USD","LU0203347892.USD","LU1439103000.SGD","BK1575","SG9999015986.USD","IE00B8L5B284.USD","IE00B543WZ88.USD","LU0823397285.USD","SG9999015978.USD","IE00BZ08YT58.USD","LU1675838814.USD","89988","IE00B8HQ1Z84.USD","LU0821914370.USD","BK4548","LU2097828557.USD","BK4122","IE00BMPRXN33.USD","LU0823413587.USD","LU2106854487.HKD","LU0862451837.USD","IE00B0169L03.USD","SG9999014880.SGD","LU1201861165.SGD","LU0192582467.USD","LU2237443622.USD","LU0828238088.HKD","LU0918141887.USD","SG9999000327.SGD","SG9999018857.SGD","LU1188198961.HKD","SG9999014898.SGD","LU1725190679.HKD","IE00B031HY20.USD","LU1242518931.SGD","LU0589944569.HKD","LU0784639295.USD","LU0642271901.SGD","LU0175139822.USD","LU0107464264.USD","LU0588545490.SGD","LU2362541513.USD","LU0456827905.SGD","LU0531971595.HKD","LU0661504455.SGD","LU1831875114.USD","LU1960683339.HKD","SG9999004220.SGD","IE00BF5LJ272.USD","LU2152927971.USD","LU0348805143.USD","LU0540923850.HKD","LU1956131251.USD","LU0509642566.USD","LU0261950983.USD","LU0516422952.EUR","LU1568876251.USD","LU1224709979.USD","LU0880133367.SGD","LU2226246903.HKD","LU2133065610.SGD","LU0762540952.USD","LU0293314216.USD","LU2148611432.USD","IE00BGV7N243.SGD","LU0594300179.USD","LU2237443549.SGD","BK1531","BK4588","LU0823397103.USD","BK1249","LU1102505929.USD","IE0003895053.USD","BK1608","LU0130518102.USD","LU0345776255.USD","IE00BMPRXR70.SGD","LU0029875118.USD","BK4535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部分茶饮股走高，古茗(01364)涨4.8%，茶百道(02555)涨1.87%，蜜雪集团(02097)微涨0.05%。据报道，今日上午，千问开启新年送奶茶活动，访问人数短时间内激增。查询发现，多家奶茶门店因单量过多，已经选择临时闭店。","market":"sg","thumbnail":"https://static.szfiu.com/news/20241108/ZDQyZmM0MDNhYTRlOWFhOWE0NDBjZGFmOTc4ZmU3NDQzMjc2MzA4MTk4NA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/ZDQyZmM0MDNhYTRlOWFhOWE0NDBjZGFmOTc4ZmU3NDQzMjc2MzA4MTk4NA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"76570afcf910382b0a9f899745d54567","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1974689","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01364","BK1616","BK1587","02097","BK1233","LU2488822045.USD","02555","LU0211977185.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1119561256","title":"港股異動","url":"https://stock-news.laohu8.com/highlight/detail?id=1119561256","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1119561256?lang=zh_tw&edition=fundamental","pubTime":"2026-02-06 09:55","pubTimestamp":1770342948,"startTime":"0","endTime":"0","summary":"周五，港股三大指数低开高走，跌幅收窄。 $蔚来-SW(09866)$ 涨幅扩大至逾6%，蔚来发布2025年第四季度盈利预告，预计本公司于2025年第四季度录得经调整经营利润介乎约人民币7亿元（约1亿美元）至人民币12亿元（约1.72亿美元），此为公司首次录得单季度经调整经营利润。沪上阿姨涨超3%，零跑汽车、古茗涨超2%，泡泡玛特、毛戈平涨超1%。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09866","09992","02589","HSTECH","01364","01318"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1189664360","title":"港股異動 | 新消費概念板塊漲幅居前，蔚來-SW升逾5%，零跑汽車、古茗升逾2%，毛戈平、泡泡瑪特、滬上阿姨漲近2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1189664360","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1189664360?lang=zh_tw&edition=fundamental","pubTime":"2026-02-06 09:51","pubTimestamp":1770342671,"startTime":"0","endTime":"0","summary":"2月6日，港股新消费概念板块涨幅居前，$蔚来-SW(09866)$涨超5%，$零跑汽车(09863)$、古茗涨超2%，$毛戈平(01318)$、$泡泡玛特(09992)$、$沪上阿姨(02589)$涨近2%。","market":"hk","thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"e3e6ee7253ad2b71b0f2e61e47caa03a","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1224","BK1119","SGXZ86797644.SGD","LU2242646821.SGD","LU1119994140.HKD","LU0039217434.USD","09863","LU1770036033.HKD","LU0593848301.USD","BK4585","LU2242646235.USD","09992","LU0348767384.USD","IE0034224299.USD","LU0997587240.USD","LU2488822045.USD","LU0149721374.USD","LU1989763427.SGD","LU0611395673.USD","09866","LU0471298694.HKD","LU1015430645.USD","LU2298321311.HKD","LU2242652126.USD","LU0327786744.USD","LU0550127509.SGD","LU0499858602.USD","LU0588546209.SGD","LU0997586606.USD","LU0048578792.EUR","LU0345775950.USD","LU1481107354.HKD","LU2543165471.USD","LU1803068623.USD","LU0871576103.HKD","LU0359201612.USD","01318","LU0359202008.SGD","BK1616","BK4588","LU1863844749.USD","LU0211977185.USD","LU2401740654.USD","LU0612318385.USD","LU2360108059.USD","SGXZ62798434.SGD","LU1863844665.USD","LU0164880469.USD","LU1920063259.USD","LU0471298777.SGD","BK1587","LU2360106947.USD","SG9999001069.SGD","LU1023057109.AUD","SG9999002950.SGD","LU1892829315.USD","LU0823426480.USD","LU0359201885.HKD","BK4136","LU0612318971.USD","LU0823426308.USD","LU0164865239.USD","02589","LU1920062954.HKD","LU2041044095.USD","LU2092937221.SGD","LU1989763690.USD","LU0531971595.HKD","LU1430597077.USD","LU0385154629.USD","BK6125","LU2380233275.USD","LU0345776255.USD","LU0654597011.USD","LU0572944931.SGD","LU0499858438.USD","BK1233","LU0575583348.USD","LU0231483743.USD","LU0348766576.USD","01364","BK1588","LU0307460666.USD","BK1207"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2609995323","title":"從浙江小鎮到杭州地標！古茗4.55億買地建總部","url":"https://stock-news.laohu8.com/highlight/detail?id=2609995323","media":"Ofweek光电信息网","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609995323?lang=zh_tw&edition=fundamental","pubTime":"2026-02-05 13:41","pubTimestamp":1770270060,"startTime":"0","endTime":"0","summary":"浙江省国有建设用地使用权交易系统显示，近日杭州世纪城核心单元XS010203-04地块出让完成，成交价4.55亿，竞得人为新茶饮品牌古茗。据悉，古茗将在此建造一座高190米的总部大楼。地块位置与规划条件 图源：浙江省国有建设用地使用权交易系统另外，地块明确属于总部经济类用地。根据公开资料，古茗杭州总部于2022年入驻。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260205135724a47ec826&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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11:33","pubTimestamp":1770262393,"startTime":"0","endTime":"0","summary":"布鲁可、古茗涨超2%，蜜雪集团涨1.9%。","market":"hk","thumbnail":"https://static.tigerbbs.com/51337e981042d5511cda5fb33daea04f","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/51337e981042d5511cda5fb33daea04f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"465f34c492d16b28650608bba94787cd","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01318","09896","00325","02097","09985","01364"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2609345935","title":"新消費概念走高 巨子生物(02367)漲6.04%","url":"https://stock-news.laohu8.com/highlight/detail?id=2609345935","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609345935?lang=zh_tw&edition=fundamental","pubTime":"2026-02-05 10:07","pubTimestamp":1770257269,"startTime":"0","endTime":"0","summary":"金吾财讯 | 春节假期临近，新消费概念走高，巨子生物(02367)涨6.04%，泡泡玛特(09992)涨4.30%，沪上阿姨(02589)涨4.32%，毛戈平(01318)涨3.78%，古茗(01364)涨2.81%，布鲁可(00325)涨2.56%，上美股份(02145)涨2.53%，老铺黄金(06181)涨2.03%，名创优品(09896)涨2.26%，卫龙美味(09985)涨2.22%，蜜雪集团(02097)涨1.71%。华创证券认为2月迎来春节旺季，本周为春节备货关键期，节庆食品包括白酒、零食迎来明确催化，食品饮料板块成为核心关注领域。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250110/NmI5OTlmYjAxY2FmOGFlNWZkYjg2NDM0MTE4MzUwMDcw.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/NmI5OTlmYjAxY2FmOGFlNWZkYjg2NDM0MTE4MzUwMDcw.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"465f34c492d16b28650608bba94787cd","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1974609","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02367","LU0611395673.USD","SGXZ62798434.SGD","LU0327786744.USD","LU2242644610.SGD","SG9999001051.SGD","BK1227","LU0345775950.USD","IE0034224299.USD","SG9999002950.SGD","BK1237","LU0502904849.HKD","01364","01318","LU0572944931.SGD","LU2543165471.USD","BK1246","SG9999001069.SGD","LU1023057109.AUD","LU0345776255.USD","02097","LU0499858438.USD","LU0593848301.USD","BK1213","09896","LU1481107354.HKD","LU0359201885.HKD","BK1587","LU0823426480.USD","BK1544","LU0531971595.HKD","LU0164880469.USD","LU0359202008.SGD","BK1616","LU0211977185.USD","LU0871576103.HKD","LU1770036033.HKD","02145","LU0588546209.SGD","LU0164865239.USD","BK1224","LU0823426308.USD","02589","BK1233","LU0348766576.USD","LU0307460666.USD","LU0499858602.USD","LU0359201612.USD","LU0455707207.USD","PMRTY","LU2488822045.USD","09985","LU0149721374.USD","LU0231483743.USD","06181","MNSO","SGXZ90724238.SGD","BK1207","LU0348767384.USD","LU0039217434.USD","SG9999004311.SGD","BK1249","SGXZ86797644.SGD","00325"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2609839261","title":"古茗控股有限公司發布2026年1月股份變動月報表","url":"https://stock-news.laohu8.com/highlight/detail?id=2609839261","media":"金吾财讯","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609839261?lang=zh_tw&edition=fundamental","pubTime":"2026-02-04 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16:30","pubTimestamp":1770021021,"startTime":"0","endTime":"0","summary":"古茗北京时间02月02日，跌1.46%，卖空量成交3.76万股，较上一交易日减少90.43%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260202163409a6c98328&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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万元，计入当期损益，预计影响归母净利润约4,433.21 万元；二是资产减值损失增加。维持社会服务行业“推荐”评级。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260202210028a6ca6c66&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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17:55","pubTimestamp":1769766959,"startTime":"0","endTime":"0","summary":"根据统计显示，进入2026年之后，古茗继续保持升势，其年内涨幅依旧高达13%。截至最新收盘，古茗市值超过了670亿港元。截至2024年底，古茗的下沉深度在头部品牌中是最高的。然而，招股书数据显示，2024年前三季度，古茗在其营收主阵地浙江的同店GMV增长率“转负”，同比下降0.8%。截至2025年上半年，古茗的总门店数量达到11179家，但由于推行“地域加密扩张”，其万店规模是建立在深耕的19个省份上，且高度集中于中东部地区。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260130181429a468c450&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:30","pubTimestamp":1769675422,"startTime":"0","endTime":"0","summary":"古茗北京时间01月29日，跌0.28%，卖空量成交5.6万股，较上一交易日减少92.36%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260129163830a463e8bc&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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古茗股价跌0.28%，报收28.32元，成交金额1.1亿元，换手率0.16%，振幅4.37%，量比0.23。古茗今日主力资金净流出235.3万元，上一交易日主力净流出716.9万元。该股近5个交易日下跌2.94%，主力资金累计净流出14.5万元，其中2个交易日为股价上涨时净流出；近20日主力资金累计净流入4568.2万元，其中净流入天数为13日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260129161828a6bacb69&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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15:13","pubTimestamp":1769670781,"startTime":"0","endTime":"0","summary":"消费者熟知的蜜雪冰城和古茗，这两个分代表“极致低价”和“区域深耕”的行业头部玩家，如今似乎已经进入“双雄争霸”的境地。而古茗却不一样，重视的是区域密度和品控，在市场中展现的是稳扎稳打。因此，蜜雪冰城与古茗之间不单只是在商业模式上较量，更是在下沉市场消费者心智中展开了深度博弈。蜜雪冰城和古茗的“双雄争霸”，就是中国下沉市场消费升级和理性消费回归的两种体现。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260129151622a6ba8774&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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