金吾财讯 | “蜜雪冰城”情绪继续发酵，新式茶饮股延续强劲升势，奈雪的茶(02150)涨36.72%，茶百道(02555)涨19.54%，古茗(01364)涨2.91%。蜜雪的受欢迎程度已经超过快手了，加上港股头部效应很明显，蜜雪冰城有望逃过“首日破发魔咒”。银河证券表示，蜜雪将于3月3日正式挂牌上市，行业竞争企稳信号明确。该行提到，龙头餐饮品牌价格调整持续进行中，瑞幸于今年年初对部分产品涨价3元，蜜雪也于2024年12月宣布涨价，验证了该行早前对餐饮行业竞争企稳的推测，餐饮板块经营环境有望改善。
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