蜜雪集团(02097)今日盘中大涨5.37%，成为港股新消费概念股中的领涨标的。
消息面上，蜜雪冰城洛杉矶好莱坞店于12月20日正式营业，这是该品牌在美洲市场的首家门店。该店位于星光大道核心商圈，主打平价策略（如1.99美元柠檬水），并针对美国消费者提供定制化糖度选项。此举标志着蜜雪冰城全球化战略进入新阶段，目前其海外门店已覆盖13个国家。
分析师指出，北美茶饮市场尚处发展初期，蜜雪冰城凭借供应链优势和性价比定位，有望复制东南亚市场的成功。公司计划在巴西、墨西哥等地继续扩张，进一步强化了投资者对其增长潜力的预期。
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