蜜雪集团（02097）今日盘中大涨5.04%，引发市场关注。该股的强势表现与新消费概念股的普遍走强密切相关，特别是茶饮股板块表现突出。
数据显示，除蜜雪集团外，沪上阿姨涨幅超过12%，茶百道上涨2.87%，古茗上涨1.47%。分析人士指出，新茶饮龙头企业的估值在第三季度回调后已回归合理区间，预计在同店增长和开店驱动下，蜜雪等龙头企业在第三、四季度仍有望实现高双位数的利润增长。
中国银河证券在最新研报中表示，展望2026年，茶饮行业投资主线将聚焦于市场份额的提升。作为行业龙头之一，蜜雪集团凭借其强大的品牌势能，预计将在外卖平台补贴策略退出后获得更多市场份额。此外，消费行业整体有望受益于财富效应的潜在传导，尤其是偏高端消费领域，这可能为包括蜜雪集团在内的新消费龙头企业带来新的增长机遇。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.