异动解读 | 奈雪的茶盘中劲升6.29%,外卖订单量激增带动业绩预期

异动解读
10 Jul

港股市场今日盘中,奈雪的茶(02150.HK)股价突然大涨6.29%,引发投资者广泛关注。

消息面上,奈雪的茶刚刚公布了一则振奋人心的业绩消息。公司表示,受益于近期的外卖补贴大战,其48小时内全国外卖订单量突破100万单,环比增长50%,部分门店的单店订单量环比增幅甚至高达230%。这一消息极大提振了市场对奈雪的茶短期业绩的预期。

分析人士指出,外卖订单的大幅增长不仅能直接带动奈雪的茶的营收增长,还有助于提高品牌知名度和客户粘性。这可能会对公司的长期发展产生积极影响。不过,投资者也应当关注外卖补贴大战可能带来的成本压力,以及这种高增长是否可持续。随着市场对奈雪的茶未来业绩预期的提升,其股价走势值得持续关注。

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