今日盘中，奈雪的茶（02150.HK）股价大涨9.87%，报1.67港元。这一涨势是在茶饮股集体走强的背景下发生的，反映了市场对新式茶饮行业前景的乐观态度。
消息面上，阿里巴巴和美团之间的外卖大战正在白热化。据报道，截至7月5日晚间，美团即时零售当日订单已突破1.2亿单，其中餐饮订单超过1亿单。同时，淘宝闪购和饿了么联合宣布，日订单数超过8000万，非餐饮订单超过1300万。这场激烈的竞争为茶饮行业带来了巨大的订单量。
分析人士指出，茶饮因其消费高频、低客单价、出餐简单稳定等特点，成为这轮外卖流量红利的最大受益者。华西证券和华鑫证券等机构均看好新式茶饮行业，认为在外卖爆发和旺季双重利好下，茶饮行业将充分受益。除奈雪的茶外，茶百道、古茗、沪上阿姨、蜜雪集团等茶饮股今日也均呈现上涨态势，反映了投资者对该行业的普遍看好。
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