10月17日，新消费概念股普遍下跌，蜜雪集团（02097.HK）盘中大跌5.40%，引发投资者关注。截至15:54，蜜雪集团股价报400.50港元。
据市场数据显示，当日新消费概念股整体表现疲软。卫龙美味跌超6%，布鲁可、奈雪的茶跌超5%，沪上阿姨、名创优品、泡泡玛特等多只相关个股也出现不同程度下跌。蜜雪集团作为新消费龙头之一，难以独善其身，跟随大盘走势出现明显回调。
值得注意的是，尽管股价出现下跌，蜜雪集团近期在业务拓展方面仍有积极动作。公司日前宣布以2.97亿元人民币收购鲜啤品牌"福鹿家"53%股权，正式进军现打鲜啤赛道。此举旨在拓展高质平价产品矩阵，把握鲜啤市场增长机遇。
此外，有券商分析师近期给予蜜雪集团"买入"评级，认为公司在低价茶饮赛道具有明显优势，预计未来三年净利润仍将保持稳健增长。然而，短期内宏观经济压力和消费疲软等因素仍可能对公司股价表现构成压力。投资者需密切关注行业动态和公司后续经营表现。
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