蜜雪集团（02097.HK）今日盘中大涨5.16%，引发市场关注。这一涨幅是茶饮股集体走强的一部分，反映了市场对茶饮行业前景的乐观情绪。
据报道，茶饮股今日集体高开。除蜜雪集团外，茶百道（02555.HK）涨幅高达15%，奈雪的茶（02150.HK）和古茗（01364.HK）均上涨近10%，沪上阿姨（02589.HK）也有近3%的涨幅。这种集体上涨现象背后，有着深层次的市场动因。
消息面上，阿里巴巴旗下的饿了么和美团之间的外卖大战正在白热化。据悉，美团单日外卖订单量已突破1.2亿，而饿了么也宣布日订单数超过8000万。这场激烈的竞争直接带动了茶饮消费的增长。华西证券指出，茶饮和咖啡因其消费高频、低客单价、出餐简单稳定等特性，成为这轮平台流量红利的最大受益者。华鑫证券也表示，在外卖爆发和季节性需求的双重催化下，茶饮行业将充分受益。这些因素共同推动了包括蜜雪集团在内的各大茶饮股的上涨。
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