7月2日，蜜雪集团（02097.HK）股价盘中大涨5.06%，引发市场关注。截至11:11，该股报532.5港元。
消息面上，中金证券今日发布研报，上调蜜雪集团目标价18%至555港元，维持"跑赢行业"评级。中金表示，考虑到公司国内同店和开店趋势向好，上调2025-2026年归母净利润预测7%至54.5亿元和65.1亿元。分析师看好公司国内业务保持稳健较快增长，以及对盈利能力的较强掌控度。
此外，茶饮股今日普遍走强。奈雪的茶涨近13%，古茗涨近5%，反映出投资者对茶饮行业整体前景的乐观预期。分析人士指出，随着消费复苏和外卖平台价格竞争趋缓，龙头茶饮品牌有望维持相对稳健的同店表现，行业竞争格局有望持续改善。
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