港股市场今日上午，新消费概念龙头股蜜雪集团（02097）出现明显回调，盘中一度大跌5.12%。这一跌幅引发市场关注，尤其是在近期该股表现强势的背景下。
从近期行情来看，蜜雪集团等"港股三姐妹"（包括泡泡玛特、老铺黄金）曾连续多日创下新高。截至昨日收盘，蜜雪集团股价已达到615.5港元/股的历史高位，年内涨幅超过134%。然而，今日盘中的大跌似乎打断了这一连续上涨的势头。
分析认为，今日蜜雪集团股价的回调主要受以下因素影响：首先，整体消费板块出现调整。今日早盘，港股新消费概念股集体回落，老铺黄金跌超6%，古茗跌超5%，茶百道跌超4%。作为板块龙头，蜜雪集团难以独善其身。其次，在连续多日上涨后，投资者获利回吐压力增大。最后，市场对高估值股票的谨慎情绪有所升温，蜜雪集团当前动态市盈率接近47倍，已处于较高水平。
需要注意的是，尽管短期出现回调，但分析师普遍认为蜜雪集团的长期发展前景仍然看好。公司在国内拥有强大的市场份额，同时在东南亚市场的扩张也取得显著进展。然而，投资者也应当关注公司在海外市场面临的挑战，如回本周期延长等问题。未来蜜雪集团能否继续保持高速增长，仍需市场进一步观察。
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