异动解读 | 奈雪的茶盘中大涨5.65%,美国市场拓展提振投资者信心

异动解读
Oct 10, 2025

奈雪的茶(02150)今日盘中股价大涨5.65%,引发市场关注。这一显著涨幅背后,公司在海外市场的积极布局成为主要推动力。

据报道,奈雪的茶已正式进军美国市场,首家门店选址纽约法拉盛,这是当地华人和亚裔人口最集中的商业区域。更值得注意的是,奈雪的茶美国第二家门店也已确定落户纽约长岛核心商业区,目前正处于开业前的最后准备阶段。奈雪海外业务负责人透露,公司还在持续加密东南亚市场布局,通过本地化运营策略稳步推进全球化战略。这一系列举措显示出奈雪的茶在国际化道路上的坚定决心,有望提升品牌的全球影响力和长期增长潜力。

值得一提的是,近期消费数据整体向好也为奈雪的茶股价上涨提供了有利背景。据商务部数据显示,今年国庆中秋假期前4天全国重点零售和餐饮企业销售额同比增长3.3%,保持稳健增长态势。此外,假期期间跨区域人员流动活跃,日均达3.04亿人次,同比增长6.2%。这些数据反映出消费市场正在稳步复苏,为包括奈雪的茶在内的消费类股票提供了有力支撑。投资者对奈雪的茶在这一大环境下的业绩表现抱有积极预期,推动其股价上涨。

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